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AXA Wealth removes commission charges on top ups

AXA Wealth has removed its commission-related charges it retains on top-ups to reflect the fact commission will not be paid after the retail distribution review (RDR).

UK multi-millionaires mapped: where do the wealthy live?

WealthInsight, specialists in data on high net worth individuals, have released the latest figures on UK multimillionaires - defined as having net assets of more than US$30m - broken down by where they live.

Deutsche Bank renews push for ultra rich clients

"A strong investment bank franchise in Asia, Eastern Europe and the Middle East gives the bank access to entrepreneurs and other wealthy individuals."

deVere names Goldman Sachs as a preferred fund advisor

The deVere Group, the world's largest independent financial advisory, is proud to announce that it has selected Goldman Sachs Asset Management as one of its preferred Fund Advisers to provide exclusive investment management solutions to its clients

Capco whitepaper explores the wealth transfer time bomb

The paper outlines the digital demands next generation customers will present as they inherit the current population’s wealth in just a few years.

Germany’s oldest privately owned bank to expand in US

Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.

Brooks Macdonald readies for RDR with £4.4m acquisition

Pre-tax profit was £8.5m on revenue of £53.3m compared to £7.3m off £52.2m a year earlier.

Italy's Azimut breaks €17bn AuM mark

Assets managed by the company stood for the first time above €17bn, and €19.1bn assets under administration.

AFH Financial buys IFA firm

"IFA adviser numbers have also grown from 53 at the time of flotation last year to 91 at the start of September.

ARC launch new Charity Indices

The ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar volatility characteristics.

Credit Suisse clients may withdraw $37 billion over tax in next few years

Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.

Wealth ‘doesn’t always equate to happiness’

GREAT wealth can cause great conflict, according to Barclays specialist Catherine Grum.

France’s biggest bank Details Plan to Expand U.S. Wealth Management

France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.

Private client wealth manager celebrates

In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a

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