08/17/2017
Momentum Wealth Int’l adds ETFs to platform range
Momentum is part of MMI Holdings, the third largest listed insurer on the Johannesburg Stock Exchange.
Wealth and Asset Management
08/17/2017
WHIreland Int’l rebrands amid bid to become ‘IoM’s largest wealth manager’
The move also underlines the international focus of the Isle of Man business and sets it apart from the WHIreland Wealth Management division in the UK, the company said.
08/17/2017
UBS Wealth raises forecasts for French GDP
UBS Wealth said high levels of business and consumer confidence will translate into higher investment and consumption.
08/16/2017
Alibaba-Backed Wealth Firm Opens
Its Ant Financial arm also offers a wealth management app.
08/16/2017
Female Clients Need Encouragement, Validation from Advisors
Women face many additional challenges when it comes to wealth management.
08/16/2017
A-share firms bank on wealth management products to boost books in slowdown
A-share firms’ holdings of wealth management products have risen from 7.1 billion yuan in 2012 to 743 billion yuan so far this year
08/16/2017
‘Ganbei Guernsey’ will mark first year in Hong Kong
The three panellists will present real-life case studies of how Guernsey provided a solution for their business or clients.
08/16/2017
ADGM offers foundations for wealth management
ADGM’s Foundations regime supplements its existing suite of products and services available to families.
08/16/2017
Julius Baer: Green Light in Luxembourg
Luxembourg will become the hub for the European business, complete with an overhauled IT platform.
08/16/2017
Vontobel's Twentyfour Surges Ahead
The company and its CEO Mark Holman are profiting from the global distribution network of Bank Vontobel.
08/16/2017
UBP joins Swiss Structured Products Association
Union Bancaire Privée new buy-side member of SSPA
08/15/2017
Hargreaves Lansdown enjoys end-of-tax-year boost
Despite 'considerable investment challenges'
08/15/2017
Close Brothers swaps tracker for Schroders' US income fund
Like Schroders’ other Maximiser funds, the US vehicle – launched in April – boosts its yield by writing call options on underlying stocks.
08/14/2017
Advantage Malta: targeting high-net-worth individuals
Mr Briffa is synonymous with the operation of Sun Seeker Malta, and through his company Yacht Hub has strengthened the brand’s presence in the Mediterranean region.
08/14/2017
Asset managers must be nimble to navigate dynamic savings landscape
Standard Life Aberdeen begins life at a time when clients expect new products and solutions to meet their changing needs
08/14/2017
Lloyds to push deeper into wealth management sector
UK bank to expand pension and investment products to existing customers
08/14/2017
Prestige and the weak pound draw wealthy Arabs to UK schools
They are increasingly being joined by students from Asia.
08/14/2017
Merger of Aberdeen Asset Management and Standard Life completes
It will have over 1,000 investment professionals and AUD $988* billion in assets under management.
08/14/2017
Performance-related pay and banking do not mix
Many of the scandals we are still wading through stem from poor incentives
08/14/2017
ZKB Plans Revamp of Private Banking Services
The conditions and service arrangements will be adjusted accordingly.