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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.

08/14/2017

Swiss Wealth-Management Industry is looking to strengthen in Asia

Wealth-management activities for Asia developing from bases in Switzerland makes sense.

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