09/08/2016
Wealth management industry needs to innovate to stay relevant, says Nutmeg co-founder
Nick Hungerford, co-founder of investment management company, says wealth managers need to "generate relevance".
09/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.
09/08/2016
The appointment raises a series of questions.
09/08/2016
Citibank Indonesia, seeks to tap into the country's increasing middle class through the newly-launched Citi Priority service for young professionals
09/08/2016
Falcon CEO to Clean Up in Singapore
Falcon Private Bank. The new CEO is making it his first priority to help clear up the problems the bank faces in Singapore.
09/08/2016
Wealth management firm acquires pension admin firm in £2.2m deal
A further £1m cash sum will be payable after two years, based on growth targets being met.
09/08/2016
When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.
09/07/2016
Three options for ANZ Banking Group's Wealth business
The analysts said ANZ's wealth division was a good asset with 1500 aligned planners and one of the largest distribution forces in Australia.
09/07/2016
Hargreaves Lansdown unveils record results as boss quits
Stockbroker unveils record results as chief executive reveals plan to quit next year
09/07/2016
UBS may shift as many as 1,500 jobs from London to other regions of Europe following the decision by voters in the U.K. to leave the European Union.
09/07/2016
Our members understand and significantly appreciate the true value of this.
09/07/2016
To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius
09/07/2016
The fees are usually in the high double digits and are added to fixed management charges as a percentage of total assets.
09/06/2016
Bringing needs-based solutions for Asia's wealthy
From most perspectives and in many aspects of the wealth management business, Asia offers significant potential to all types of service providers – assuming they can get their propositions right.
09/06/2016
Swiss bank Julius Baer questioned over dealings with DiCaprio
The Leonardo DiCaprio Foundation does not fulfil the usual transparency standards for environmental and human rights charities.
09/06/2016
In its latest statement, Hinduja Bank said it intends to maintain and grow its operations in Switzerland.
09/06/2016
To better-reflect the diversified offering it can provide to global family offices, high-net-worth individuals and investment managers, the firm has changed its name to "JP Integra Group" from "JP Funds Group", under which they had ope
09/06/2016
The Ryder Cup is one of the world’s most fiercely contested sporting events so it’s fantastic to have RSM-backed players on both sides.
09/06/2016
Paul Boyne of Manulife Asset Management and fund manager of the St. James’s Place Global Equity Income fund said of Apple’s unpaid tax bill: “while this is a significant number, when put into perspective relative to Apple’s net cas
09/06/2016
These are just a few recent quotes that I thought were pretty bold and thought provoking.