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Showing 831 - 840 of 1033 results for "private wealth"

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique firm Hewison Private Wealth. "It's all very well to potentially wind up with an inheritance or that ongoing transfer of wealth, but the education ...

MFOs take growth from banks

MELANIE TIMBRELL  |  TUESDAY, 7 AUG 2012
... organisations worldwide, according to a Bloomberg Markets study. Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on the list boutiques. The boutiques operate with generally smaller ...

Julius Baer, BOC in private wealth JV

MELANIE TIMBRELL  |  FRIDAY, 27 JUL 2012
Swiss private bank Julius Baer has announced a strategic partnership with the Bank of China in an aim to secure better access to Asia's growing class of ultra rich. As part of the deal, the Bank of China (BOC) has sold its Swiss unit to Julius Baer ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... whitepaper on Technology Implementation and the Family Office which will appear in the next quarterly issue of FS Private Wealth.

Tyndall AM restructures distribution

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... development functions to increase focus on the institutional and intermediary markets, including creation of a private wealth business. As part of the change Matt Russell, previously head of institutional business at Tyndall, has been promoted to a new ...

Offshore tax havens bank $32tr: report

BEN COLLINS  |  MONDAY, 23 JUL 2012
... International Monetary Fund, the United Nations and the world's central banks. Reuters reports the author says private wealth held offshore represents a "huge black hole in the world's economy."

Hunter Hall appoints ex-Perpetual CEO

MELANIE TIMBRELL  |  TUESDAY, 17 JUL 2012
... steered the firm through the GFC and was known for strategic moves that included cost cutting and ramping up the private wealth arm of the firm. Prior to his tenure at Perpetual he was head of the Funds Management Group at Macquarie Bank and served as ...

Macquarie Private expands adviser team

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
Macquarie Private Wealth has appointed 13 new advisers across six state offices in a drive to expand the national team, drawing strongly on the three-year-old Morgan Stanley Smith Barney network. The Queensland team has received the most significant ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
High net worth advisory firm Fitzpatricks Private Wealth has signed John McMurdo in the role of group managing director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing ...

UHNWs target PE, commodities, real estate

BEN COLLINS  |  TUESDAY, 26 JUN 2012
... investment in private companies," Mindy Rosenthal, executive director, Institute for Private Investors (IPI), told the Private Wealth news service. According to the Family Performance Tracking survey conducted by IPI, 45% of respondents increased their ...