05/17/2017
Brewin sees advice as 'critical' as it pilots low cost service
It will use Brewin Dolphin’s existing infrastructure.
Wealth and Asset Management
05/17/2017
Old Mutual Wealth: Why we’re selling UK and adding Europe
Portfolio manager Stuart Clark outlines his rationale behind buying more Europe and reducing his UK equities exposure.
05/17/2017
Marcel Chevrolet: «Clients Fight Gouging»
Clients can be inept in their understanding of financial investments, but they are not dim and they will fight back against banks gouging them.
05/16/2017
Bank Hapoalim Switzerland Celebrated During Company Event
Hundreds of guests and customers attended the festive event held in Kibbutz Shefayim Wednesday evening.
05/16/2017
Seeking Trust, Integrity After 1MDB
The Wealth Management Institute and UBS have announced an agreement to launch a new initiative, the WMI Anti-Money Laundering Risk Management Program.
05/16/2017
Rupert Hambro fuses old City and tech in ‘third career’
It was clear that together they would create something and whether it was raising bees or making gin, they’d make a success of it.
05/16/2017
Old Mutual Asset Management prices share offering
OMAM launched a public offering of 13m shares back in December.
05/16/2017
Two under-the-radar banks that might now hire you in Asia
The banks have already taken on several senior RMs in recent months and headhunters tip them to hire more people this year.
05/16/2017
Serial acquirer IOOF eyes wealth creation
Commonwealth Bank is also believed to be looking at a potential sale of its Colonial First State wealth business.
05/16/2017
7IM returns to frontier markets after more than two years
Economies under Trump's 'radar'
05/15/2017
Bringing a more global offering to Malaysia’s HNW
They want a more diversified portfolio to hedge their lifestyle, in tandem with their global mobility.
05/15/2017
Going for growth
He is pleased to be back in a product-focused role, especially with his new employer.
05/15/2017
Wealth management products in China banking sector at RMB30 trillion
The report cited an official with the mainland banking regulator.
05/15/2017
UBS, WMI launch anti-money laundering risk management programme
The programme will be accredited by the Institute of Banking & Finance and will take into account issues faced by the wealth management industry.
05/15/2017
Vistra extends to Australia with accountancy acquisition
The team of 17 staff at Foster Raffan’s Compliance division, led by partner, Vivien Tang, will join Vistra where Vivien will remain responsible for her team, whilst taking up the role of Head of International Expansion in Australia within Vistra.
05/15/2017
Jersey retains winning position for ‘Best International Finance Centre’
The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.
05/15/2017
SMP Partners buys Royal Bank of Canada offices in Caribbean
The transaction was subject to standard regulatory approvals and customary closing conditions, which have now been fulfilled.
05/15/2017
Singapore’s Sovereign Wealth Fund to Cut Stake in UBS
Stock sale to reduce 5.1% ownership interest in Swiss bank to 2.7%
05/15/2017
Canada’s top charities for high-net-worth donors
But how can donors make sure their cash will be spent well and do maximum good?
05/15/2017
Standard Life Aberdeen’s job promises evaporate
Martin Gilbert’s pledge was a rookie error for a veteran dealmaker, says Peter Smith