09/28/2017
Why hybrid advice offers a new way for wealth management
The investment returns of HNW individuals in 2016 were very positive.
Wealth and Asset Management
09/28/2017
Zurich-based wealth manager reveals MiFID II payment stance
Top-down allocation also means a strong emphasis on specific leading investment themes.
09/28/2017
Wealth firm with £1.8bn ambition to be wound up
The company ran into problems over the last year.
09/27/2017
Expense Report Costs Morgan Stanley Veteran Her Career
Morgan Stanley reported that she was fired over an allegation that “event attendees on employee’s expense report incorrectly included one person who did not attend event.”
09/27/2017
Quilter Cheviot partners with fintech firm for online cash platform
The Flagstone platform allows clients to open and fund new bank accounts simply and efficiently.
09/27/2017
RBC Reflies Flag in Miami with Billion-Dollar AUM Morgan Stanley Team
He has partnered with Bosch since they met at at Bear.
09/27/2017
Freud Meets Finance: Why Wealthy Clients Are Using Financial Advisors For Money Therapy
Several years ago, Mossanen held what some might consider a family intervention with one of his best clients, an Iranian immigrant couple living in the Bel Air section of L.A.
09/27/2017
Regulatory MoUs at heart of Guernsey’s 10-year development in China
China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.
09/27/2017
Singaporean bank considers Luxembourg base
It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.
09/27/2017
Standard Life and Seven IM multiple winners at UK Platform Awards
Nucleus again Platform of the Year
09/27/2017
Santander to set up new wealth management unit
The new division will be led by Victor Matarranz
09/27/2017
Strive and Coutts Partner To Support UK Esports Industry Growth
We recognise that Coutts itself is very new to the eSports industry
09/27/2017
Seven Investment Management to expand offshore
We are in the process of completing our various regulatory applications and intend to open an office in Jersey in early 2018 -
09/27/2017
Performance-Related Fees in Swiss Asset Management?
The initiative comes as so-called exchange traded funds are sweeping the market with their low-fee business model, said Andreas Utermann
09/27/2017
For UBS, Size Is Key to Opening Digital Wealth Vaults
Digital wealth managers are dwarfed by established banks like UBS.
09/26/2017
Wealth managers falling short on fixed income
Direct access to unlisted fixed income securities is one of the weak spots within Australian wealth management.
09/26/2017
Living in a new wealth management landscape
The second challenge, is that the banks suffer from scalability issues.
09/26/2017
Close Brothers profits climb 13% as securities business recovers
Results are presented both on a statutory and an adjusted basis to aid comparability between periods.
09/26/2017
The youngest generation holds great wealth potential and has high expectations
But they also have enormous earnings potential
09/26/2017
Banque Cramer: Faster Than the Market
The technology automatically and without any emotions adjusts portfolios in line with the market sentiment.