10/18/2016
Rathbones Strengthens Charity Offer with New Fund Launch
The fund has been specifically structured for charities with the aim to deliver long-term capital growth and a level of income while employing a total return approach.
Wealth and Asset Management
10/18/2016
Societe Generale Private Banking Wins Award For Customer Relationship Service & Engagement
This award celebrates an outstanding performance record in servicing wealthy clients, customer engagement and relationship management, the use of new technologies, social media and applications.
10/18/2016
Becoming a Yoda of wealth requires a deeper voyage into the galaxy of customer insight
Imagine if wealth managers could also master the techniques employed by companies like Netflix; leveraging detailed, real time client insight to anticipate their future product or service requirements.
10/18/2016
Stenham and Credit Suisse form CI wealth management arm
Stenham WM will also offer global custody and transaction services as part of a multi-asset class approach to private client investment management.
10/18/2016
Old Mutual Wealth prepares for demerger with tech head hire
Old Mutual Wealth has brought in a former Virgin Money tech director
10/17/2016
Pictet Brings First Global Bond Fund to the U.S.
Pictet is the subadvisor to the Ivy Targeted Return Bond Fund, launched earlier this year. As of the end of September, the fund has $102.4 million in assets.
10/17/2016
Life insurance used as wealth management tool
The majority of survey participants agreed that life insurance policy purchases rise with market uncertainty.
10/17/2016
Asian Wealth Management - Quarterly - Issue
The last 12 months have been particularly tough, and the challenges that firms face are mounting.
10/17/2016
Leeds-based wealth management company acquire London firm PQR
TPO was founded in Leeds in 2008 and launched its London base in 2013.
10/17/2016
STEP Isle of Man 2016 Annual Conference
STEP is the worldwide professional association for those advising families across generations.
10/17/2016
Harefield-based RGA joins Fairstone Group
Deal adds £65m funds under management
10/14/2016
Wealth Managers, Be on Lookout for Scams Targeting Elderly Clients
One growing concern is when elderly clients are asked to buy unsuitable financial products
10/14/2016
Sanlam merges wealth arms, courts advisers in SJP challenge
We have a vibrant and talented boutique asset management business within the group.
10/14/2016
Asia's rich investors embrace social-impact investments, not wealth managers
Asian high net worth individuals are less likely than other regions' HNWIs to entrust their assets to a wealth manager
10/14/2016
UBS's Haefele Expects China to Continue Stimulus
The month of September and examines fallout from Brexit in the British pound.
10/14/2016
Asian Private Banking: Who's Next to Go?
Some have since been caught out by the financial crisis.
10/14/2016
Swiss Private Bank UBP Ponders Asia Deals After Coutts Purchase
UBP is open to making additional acquisitions as consolidation among regional wealth managers accelerates
10/14/2016
Julius Baer Group Ltd. successfully places a second SGD-denominated perpetual tier 1 subordinated bond
The placement has been executed in a short time frame in order to take advantage of an attractive market window.
10/14/2016
Man Group Jumps Most in Six Years After Net Inflows Surprise
The net inflows were driven largely by the appetite of institutional clients for our quant alternative and quant long only strategies.
10/13/2016
Advisers take flight from Morgan Stanley
Twenty-four teams leave in third quarter on top of 26 in second quarter