03/31/2017
Wealth managers play ‘robo advisers’ at their own game
Automation and big data mining are helping human planners compete
Wealth and Asset Management
03/31/2017
deVere Steps In With Expat Banking Solution
Opening the bank allows deVere to offer a complete financial and banking solution to our clients.
03/31/2017
MetLife taps JPMorgan as mammoth ANZ Wealth sale starts
ANZ will distribute an information memorandum for buyers as early as Friday, and parties are keen to finally see details around the transaction's structure and timeline.
03/31/2017
Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
03/30/2017
HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors
Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.
03/30/2017
Hedge-Fund Owner Peregrine Considers Split to Boost Returns
This proposed split could be an alternative way to unlock value.
03/30/2017
After Article 50 what next for Investors asks Schroders
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
Singapore tops list of countries where rich Indonesians stashed funds
The government had set a repatriation goal of 1,000 trillion rupiah, but only about 146 trillion rupiah has been brought back as of Wednesday.
03/30/2017
Google will disrupt funds management, says machine learning expert
A new powerful funds management machine will likely emerge
03/30/2017
Diversify With Swiss Equities
Behavioural finance calls this phenomenon home bias.
03/30/2017
The Future Of Financial Advice And Wealth Management
Calcagni’s firm completed six acquisitions of smaller advisory firms in the last six months.
03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
BlackRock’s Swan expands role as three managers exit
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Harwood Wealth Management to raise £10m to fund acquisitions
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/30/2017
UBS Asset `Doubling Down' on China's $8 Trillion Bond Market
Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”
03/29/2017
Lombard Odier: Asian Expansion by Alliance
The two banks will co-manage the risk-based funds as the core investment vehicle for private-banking clients in the Philippines.
03/29/2017
Chill winds blow across Asia private banking
Rising costs and tighter regulations forcing weaker players out
03/29/2017
Bob Diamond & Co. to Take Panmure Gordon Private
Despite initial reports, the move to bolster a key U.K. stockbroker may not be a vehicle for the former Barclays CEO’s comeback.