12/16/2016
Wealth managers favour short-term debt products now
These days, they are recommending investors to hold two thirds of their portfolio in short-term products and the balance one-third portfolio in dynamic bond funds.
12/16/2016
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year
12/16/2016
This annual industry award competition highlights the achievements of single- and multi-family offices
12/16/2016
In the short term people would continue to see worrying pressures based on existing trends in the economy.
12/15/2016
Sense of control and good returns driving satisfaction with SMSFs
A range of views exist on what is required for a comfortable retirement.
12/15/2016
Wealth management biz to grow 17-18 per cent: Sanctum Wealth
The long term growth story of India is intact despite demonetisation
12/15/2016
BDP Global Take Aim at China’s Burgeoning Wealth Management Market
Private fund raising companies” in China, are essentially asset managers supervising the funds raised from the general public
12/15/2016
UBS Shuffles Southeast Asia Structure in Efficiency Bid
Swiss private banking giant is restructuring in a bid to become more efficient
12/15/2016
Van Lanschot and Achmea complete takeover of Staalbankiers' private banking activities
The acquisition adds around €1.7 billion to Van Lanschot's assets under management
12/15/2016
How J.P. Morgan stole 90% of the MRF market
J.P. Morgan Asset Management quietly captured nearly all of the China-Hong Kong Mutual Recognition of Funds market.
12/15/2016
Aristotle launches Aristotle Atlantic Partners
Aristotle’s primary mission is helping clients achieve their investment goals
12/15/2016
Joseph Mariathasan: The benefits of a UK sovereign wealth fund
An increasing ageing population cannot expect to rely on the Ponzi-type economics of taxing a declining younger population for future pensions.
12/15/2016
Wealth Enhancement Group Continues Chicagoland Growth with Acquisition of CLA Financial Advisors
The firm has focused on developing its Chicago region since 2013.
12/14/2016
Profound Changes in the Wealth Advisory Business Require Firms to Embrace a New Approach to Building an Enduring Business
Advisory firms should broaden their appeal to include younger generations of investors, including women
12/14/2016
Coutts launches multi-currency debit card
With some clients travelling as many as 24 times a year, they were spending up to thousands of pounds on non-sterling transactions.
12/14/2016
TIGER 21 Launches Member Benefits Program
High-Net-Worth Group's 460+ Members to Receive Access to High-End Medical and Cyber Security Offerings
12/14/2016
Nomura launches fund for high net worth individuals
The fund is open to sophisticated investors whose total net personal assets exceed RM3 million or gross annual income exceeded RM300,000 in the preceding year.
12/14/2016
Advisors speaking at the conference also offered tips on dealing with post-election uncertainty, the publication writes.
12/14/2016
Beijing’s new offer of wholly foreign-owned enterprise status has overseas firms eyeing the mainland institutional and retail markets.