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Wealth and Asset Management

04/26/2017

Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference

Whilst political change, particularly Brexit, continues to be a key issue

04/26/2017

15 Poorest States With The Fewest Millionaires Per Capita

Liquid financial assets are cash and all other assets that can be easily turned into cash.

04/26/2017

Northern Trust and Carey Olsen Support GMT Communications Partners' Launch of Innovative Private Investment Fund

Working collaboratively with Northern Trust, Guernsey law firm Carey Olsen advised on the launch.

04/26/2017

Schroders faces shareholder rebellion over executive pay

Fund company has failed to win support of two proxy advisers ahead of today’s AGM

04/25/2017

UBS looks to sell the Quin hotel

The company rebranded and renovated the property, formerly known as the Buckingham Hotel.

04/25/2017

Providing competitive asset and wealth management with in-memory computing

The investment services provider landscape itself has significantly evolved.

04/25/2017

Inflows at St James’s Place jump almost 50%

Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.

04/25/2017

St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”

Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.

04/25/2017

Credit Suisse Chairman Faces Calls to Resign Amid Big Losses and Bonuses

Its decision to pay 78 million francs in bonuses to top executives and raise board compensation.

04/25/2017

Speirs & Jeffrey cuts small wealth clients as regulation bites

A helpline is available for those who wish to discuss the various options available to them.

04/25/2017

Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London

Will continue to run Asian Total Return fund

04/25/2017

UBS targets rich kids of Instagram with inheritance guide

UBS estimates that 65% of European billionaires have a family office

04/25/2017

Canaccord Genuity Announces Stronger Than Expected Outlook

Two significant advisory transactions outside of Canada during the quarter contributed to an increase in advisory fee revenue.

04/25/2017

St. James's Place says first quarter net inflows 2 billion pounds

They were underpinned by strong retention of clients funds at 95 percent, it said in a statement.

04/24/2017

OCBC Indonesian Wealth Unit Approved

The most visible distribution is to government bonds.

04/24/2017

Why Goldman Sachs has Asia’s most productive private bankers

Citi ranks in second spot, despite the figures including its Citigold mass-affluent brand.

04/24/2017

Morgan Stanley casting net farther

We've institutionalised our private wealth business, as opposed to just managing money.

04/24/2017

Firm sees big growth for financial services in UAE

Quilter Cheviot expects this growth to continue as the International Monetary Fund forecasts Emirati economic growth will strengthen to 2.5 per cent this year and 3.1 per cent in 2018.

04/24/2017

Close Brothers to launch 2017 Family Business Road Trip

The Family Business Road Trip, now in its fourth year, will run for six weeks, bringing businesses together to share experience, to network and to address the challenges they face.

04/24/2017

Miami Lures Another Brazil Bank as Amnesty Unlocks Hidden Wealth

A second phase of the program kicks in this year.

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