03/02/2017
Schroders ditches quarterly reports as wealth head steps down
Combined with acquired growth and market appreciation overall assets rose from £313 billion to £397 billion, while income rose 8% to £1.7 billion.
Wealth and Asset Management
03/02/2017
Credit Suisse Asia Pacific partners fintech firm Mesitis to offer aggregation platform
The Swiss private bank is also pushing out in the region a fully front-to-back automated digital client onboarding application.
03/02/2017
Schroders pays £86m for stake in advice company
In its results Schroders said Benchmark Capital increased its assets under administration over 2016 to £11.1 billion.
03/02/2017
Yellow Brick Road to revamp wealth management ops with Rubik
Rubik also supplied digital channels software to the domestic market.
03/02/2017
Investec W&I launches two structured product portfolios
IW&I’s specialist structured products team will manage both portfolios.
03/01/2017
Multi Family Office shortlisted for two international awards
These awards will recognise the very best operators in the private client industry
03/01/2017
Alpha launches new office in Switzerland
The move is a key step in Alpha’s geographic expansion strategy.
03/01/2017
Dynamic Wealth Advisors Selects Orion to Power Its Back-Office Support and Wealth360 Platform for RIA Firms
We knew we wanted to continue to focus on our core strength of providing practice management, operational and compliance services, and didn't want to be in the portfolio management system business.
03/01/2017
Natixis Global Asset Management Launches Mirova Global Green Bond Fund
Combines Mirova’s ESG Expertise with Credit Selection to Diversify Fixed-Income Portfolio Allocations
03/01/2017
Wealth Management Sector Feels Threatened by Technological Evolution
The rapid technological change is among the four major factors causing concern for wealth management CEOs
03/01/2017
BlackRock Rapidly Expanding ESG Reach
This is why we designed our iShares Optimized suite of ETFs, which are broad market solutions that seek to align ESG and financial outcomes.
03/01/2017
Fabian Onetti: time for independent US offshore firms to take center stage
There were large international commercial banks that in many cases had local offices going back many decades.
02/28/2017
Private banking: Julius Baer’s wealth-gathering machine
Julius Baer is going head-to-head with its two larger Swiss competitors in Asia and Europe.
02/28/2017
Banks less enamoured of wealth management
The most recent market update filed by ANZ Group, which is contemplating exiting wealth management, would also have given pause for thought.
02/28/2017
Luxury Lifestyle Brand Concierge New York Launches Sister Company
We provide tailored staff management solutions.
02/28/2017
Morgan Stanley Gave Some Wealth-Management Clients Wrong Tax Information
Error caused some clients to underpay on taxes, others to overpay
02/28/2017
Odey founder heads Guernsey Funds Forum lineup
The first panel session, entitled ‘Mountains of money’, will focus on the low return rate environment, the risks of holding cash and the influences on fundraising and investment execution in the light of Brexit.
02/28/2017
St. James's Place says financial year profits buoyed by rising funds income
Strong Growth Underpins 20% Increase In Final Dividend
02/28/2017
Coining happiness - St. James’s Place
In itself, that might be cause for celebration, not least because headline growth in the fourth quarter was revised upwards to 0.7%, providing further proof that the UK economy has not missed a beat since the referendum.
02/28/2017
How to create a winning fund for investors
The secret of its phenomenal success?