Blog Postings

A Wealth Manager’s Guide to Structured Products: Robert Benson

Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market. Highlights important innovations taking place at ...

Naked Wall Street people make money in America

Write to your Congressman to bring back the uptick rule. What does this mean to you? Ask you long/short equity managers how much return they made from the naked short selling allowed. If they don’t tell you something stinks in Denmark. ...

Morgan eyes $5 bn asset-base from Indian banking biz

"The growing income-levels in this market offer huge opportunities for wealth managers. We expect to attain an asset-base of USD 5-billion in the medium term and USD 10-billion over the next few years," Jain said. ...

Bank of America sees growth opportunities in India

While, Bank of America’s mainstay is banking business and corporate fixed income securities segment, that for Merrill Lynch include mutual fund, equity market investment banking and wealth management businesses. ...

Wealth Manager | Beresford Blake Thomas (BBT)

My client a leading financial institution with a truly global presence are looking for experienced Private Bankers/Wealth Managers to join their team. You will have a thorough understanding of the Qatari and/or Saudi market and be able ...

Morgan Stanley launches private wealth management service

Mumbai, Sep 15 (IANS) Targeting the growing number of high net worth individuals in India, global financial services firm Morgan Stanley Monday launched its private wealth management services in four cities. ...

The Myth of Mutual Funds

In the article, the authors offer an interesting perspective and some revealing statistics about why people continue to pour money into mutual funds, most of which exist primarily to enrich the lives of the mutual fund managers. ...

Wealth Manager

As Wealth Manager, you will maximise income generation from existing and potential high net worth customers through exceptional client relationship management and wealth planning that will result in the achievement of income targets and ...

US wealth manager eyes IFA success in UK market

Peter Barrett, vice-president of retirement income and wealth management in Europe for Genworth Financial, intends to replicate its success in the US fee-based IFA sector in the UK, according to a report in FTAdviser magazine.

Dresdner buys two Dutch wealth managers

Dresdner has bought two Dutch wealth managers - De Vries & Co and Franke & Partners – for an undisclosed sum, according to a Dow Jones report.

Syndicate content