03/14/2017
Morgan Stanley hiring hundreds into wealth unit to train technophobe advisers
They will also help advisers promote their presence through social media.
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