All articles by Patrick Brusnahan
Patrick Brusnahan
Patrick is the editor of Private Banker International and Life Insurance International. You can reach him at patrick.brusnahan@verdict.co.uk
BMO Harris: Wealthy Canadians need $2.3 million to retire
Affluent Canadians report that they need, on average, $2.3 million to live out their ideal retirement according to a study by BMO Harris Private Banking.
Morgan Stanley reports 12% increase in wealth management Q4
Morgan Stanley’s wealth management arm reported a 12% increase in 2013 fourth quarter revenue compared to the same period in the previous year.
Citigroup see $2.7 billion income in Q4
Citigroup’s fourth quarter results of 2013 reported a $2.7 billion net income, a $1.5 billion increase compared to the same time last year.
Aberdeen Asset Management sees outflows in Q4
Aberdeen Asset Management continued to see outflows in the final quarter of the year, reaching £11.2 billion as of 31 December 2013.
AFH acquires SR Wealth Management
AFH Financial Group has acquired the assets of Stoke-on-Trent based firm, SR Wealth Management, for £195,000.
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Exclusive: HNWI Analysis, Healthcare
PBI has drawn on WealthInsight’s research to analyse a specific industry which plays a major part in driving high net worth wealth creation. This month, PBI looks at the healthcare industry in India, the United States, China and Canada.
Record high confidence for UK shares: Lloyds
After a strong year for shares in the UK, private investor confidence in the asset class is at its highest since the Lloyds Bank Private Banking Investor Sentiment Index was founded.
Average US investor maintains more than four AM relationships: Cerulli
High net worth investors in the United States maintain, on average, four relationships with investment providers according to new research by analytics firm, Cerulli Associates.
KBL signs partnership with WEF
KBL European Private Bankers (KBL epb), based in Luxembourg, have signed a partnership agreement with the World Economic Forum (WEF).
RiverPeak hires Morgan Stanley CEO
Marianne Hay has joined the advisory board of recently launched wealth management firm, RiverPeak Wealth.