08/05/2015
This acquisition is in line with Aberdeen's strategy to strengthen and grow its global alternatives platform encompassing multi-manager research and selection across hedge funds, private equity, and property along with direct investments in infrastru
08/05/2015
A UBS AG branch manager in Puerto Rico warned bank officials that brokers for the firm had urged customers to engage in improper loan practices, more than two years before the bank made a US$5.2 million settlement over the matter with the island’s f
08/05/2015
Advisers who have visibility over all of a client’s assets are in a better position to provide advice.
08/05/2015
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
08/05/2015
Successful applicants to the Academy undertake an intensive education
08/05/2015
The boutique is named for Las Olas Boulevard, the posh shopping street in Fort Lauderdale.
08/05/2015
The Italian bank wants to become a major international player in the asset management industry
08/04/2015
Where are they all now? A brief trawl of the internet suggests most have sunk into welcome oblivion.
08/04/2015
BMO Private Bank's new Asia CEO has been given a remit to grow the size of the firm's regional assets.
08/04/2015
Bravura Solutions’ Director, Product Management & Strategy, Darren Stevens identifies 10 major trends in the Australian wealth management industry and explores their implications for next generation platforms.
08/04/2015
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/03/2015
Demand for experienced compliance experts soars in city state as banks go on hiring spree amid the government crackdown on tax evasion
08/03/2015
British expats in Cyprus could lose a host of privileges if Britain withdraws from the EU, a popular expat forum has warned.
08/03/2015
There is so much reliance on legacy systems and channels to reach their audience
08/03/2015
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
08/03/2015
The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m
08/03/2015
When McCue officially leaves the bank in September, Wealth Manager understands that he is planning to set up his own venture, McCue Wealth Management.
08/03/2015
Wealth managers need to ‘adjust their business propositions’ in order maximise opportunities in a changing industry landscape, according to investment services company Pershing.
08/03/2015
Merrill Lynch’s parent company, Bank of America, sold its offshore wealth-management offices three years ago.
08/03/2015
High taxes pushed the bank to consider moving its HQ to Asia, and George Osborne's move to cut the costs may not be enough to persuade HSBC to stay