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Wealth and Asset Management

03/14/2017

Bank of the West Wealth Management Group Recognized by Private Asset Management Magazine and Family Wealth Report Magazine Awards

Wins Private Asset Management Magazine's Innovation Award in Private Banking; Highly Commended for Client Service.

03/14/2017

St. James’s Place launches investment plan in Hong Kong

In anticipating further growth of its Hong Kong business, the firm is now looking to introduce additional enhancements to its client proposition during the course of 2017 and beyond.

03/14/2017

LGT Eyes Further Growth, Expansion

The bank said that its profit rose 9 percent on the year to 230 million Swiss francs.

03/14/2017

St James’s Places launches int’l investment plan in Hong Kong

SJP currently charges a fee of 6% if clients withdraw from their investment in the first year.

03/14/2017

Merrill Lynch Wealth Management is First on Barron’s 2017 "America's Top 1,200 Advisors

Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year.

03/14/2017

Private Jet Charter signs an agreement with The Capital Club

The exclusive agreement will allow The Capital Club members in DIFC to book private jets and helicopters for their business or personal trips.

03/14/2017

HighTower Sets Rapid Pace for 2017 Growth with 4th New Team

He also works closely with clients' tax and legal advisors to help ensure that the team's recommendations align to help protect and grow clients' wealth.

03/14/2017

How AI could transform wealth management

The management of portfolio structured on the risk input is often a job for the robots.

03/14/2017

Are high-net-worth clients starting to prefer passive vehicles?

The Spectrem survey’s finding that younger wealthy investors hold ETFs in higher proportion than older investors do supports this.

03/14/2017

LGT – The Most Asian of Liechtenstein's Banks

The Asian unit of LGT will have the company’s biggest share of assets under management by the summer

03/14/2017

Close Brothers first half profits grow by a fifth

The group reported a strong performance in the first half, with £134.2 million adjusted1 operating profit, 21% higher than the prior year period, and an RoE2 of 18.0%

03/14/2017

Guernsey firms encouraged to demonstrate expertise at STEP awards

Miss Vizia joins a panel of 17 judges from around the world, who are each expert in their own fields

03/13/2017

Retiring in the Sun: 5 Top Financial Tips

Certain financial advisory services like Forth Capital actually specialise in the complexities of expat finances.

03/13/2017

Looking for the lion’s share of UHNW trust

The firm formed various alliances to further its objectives and accelerate the value and access it has to offer to HNW and UHNW clients.

03/13/2017

Liechtenstein private bank LGT reports 9 pct rise in net profit

The bank is optimistic about its business development in 2017 despite market uncertainties, LGT said in a statement.

03/13/2017

Bordier UK joins select band of DFMs available on the FundsNetwork platform

The strategies, which were recently made available via a strategic partnership with 7IM, can also be accessed via Ascentric, Aviva, Fusion, Nucleus, Novia, Praemium, Standard Life, Transact and Zurich.

03/13/2017

BlackRock vows new pressure on climate, board diversity

There are firms where we think they're probably not moving fast enough given the risks to the business.

03/13/2017

Standard Life's merger with Aberdeen Asset Management a bold gamble

Standard Life is taking on a lot of risk in its merger with Aberdeen Asset Management, according to Berenberg analysts.

03/13/2017

Huge gulf in fund managers responsible investment standards

Campaign Group ShareAction assessed fund managers on factors including information on fees, and shareholder engagement

03/13/2017

A matter of good business sense

There are also a host of additional challenges that increase the cost of doing business here in Asia.

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