12/19/2016
Arbuthnot Latham snaps up Duncan Lawrie loan book
The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.
Wealth and Asset Management
12/19/2016
Arab Bank Switzerland ditches FIS/Sungard core system for Avaloq BPO
By partnering with Avaloq, the bank will benefit from the Avaloq Banking Suite, a state-of-the-art solution that includes a fully integrated component for upcoming legal and regulatory requirements.
12/19/2016
Robo-advisers not plagued by profitability challenge
Robo-advisers will be snapped up on the cheap by the big traditional player
12/18/2016
A bionic boost for a new private banking landscape
At the UHNW level, it’s bionic advisers, not robo-advisers, that could have a greater impact
12/16/2016
Wealth management biz to grow 17-18 per cent: Sanctum Wealth
Sanctum Wealth was founded by a close group of investors by taking over the private banking business of RBS India in 2015, making it the first management buyout deal in India, he said.
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
Former Coutts & Co Trustees relaunches under Highvern brand
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
Wealth Enhancement Group Continues Chicagoland Growth
Purchase of Northbrook-Based Wealth Management Firm with approximately $200 Million in Client Assets is Third Acquisition Announced This Year
12/16/2016
Inverness Shortlisted In Three Categories For The Family Wealth Report 2017 Awards
This annual industry award competition highlights the achievements of single- and multi-family offices
12/16/2016
BMO Financial Group to step up investments in China
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