ZAO Raffeisenbank selects Advents wealth management solutions
Russia-based ZAO Raffeisenbank has chosen Advents wealth management solutions to automate processes and improve client reporting in anticipation of the…
ByMonth: February 2012
FSA puts restriction on wealth management firms fee post RDR
According to new guidelines finalized by FSA, wealth management firms will be barred from charging anything more than an advisory…
ByAnil Ambani Group launch real estate fund focused on HNWI
The Anil Ambani Group has introduced a real estate fund for high net worth investors (HNWIs) looking to take part…
ByBarclays Wealth hires market head for Africa offshore
Barclays Wealth has appointed Philippe Hofer as managing director and market head for Africa offshore within international private bank, Europe…
ByPrivate banking pessimism on Greek rescue deal
Barclays Wealth believes there is a 40% risk that politicians will continue to muddle through poorly in their approach to…
ByMost millionaires prefer independent financial research
A recent survey by Spectrem Group has found that millionaires prefer doing their own research when making financial decisions, though…
ByAdvisor Group signs agreement with Junxure for CRM integration
US-based Advisor Group has entered into an agreement with Junxure, a practice improvement firm that integrates technology, consulting, and training…
ByFSA to allow trail commission on legacy assets
The Financial Services Authority (FSA) has decided to allow firms to continue to accept commission after the 30 December 2012…
By