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Evercore Wealth Management has gathered $1.5 billion in assets under management since setting up in November 2008, and has set a target of $5 billion by 2015. In an interview with Private Banker International, chairman and CEO Jeff Maurer said...
(Free) UK Wealth managers are adopting a wait-and-see approach to the Retail Distribution Review (RDR), as uncertainty over the future of the Financial Services Authority casts a shadow over the initiative.
(Free) EFG International has continued its onshore drive overseas, adding an office in Key Biscayne, Florida, to recent openings in Shanghai and Demark.
(Free) Institutional investors and consultancy Mercer are joining forces to study the impact of climate change on strategic asset allocation.
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Sports professionals and entertainers are known as a potentially lucrative community in wealth management because of the rapid growth in salaries in recent decades.
Credit Suisse could eclipse UBS as Switzerland’s largest wealth manager in assets under management by the end of this year if it maintains its current rate of growth, according to Morgan Stanley analyst Huw van Steenis
Africa is likely to be the slowest-growing region measured by wealth generation in the coming years, but there are some pockets of the continent which are being targeted by private banks.