11/12/2015
Lombard Odier in joint venture with Thai bank
Has spun off its private banking business from retail banking as a new business division to increase its flexibility to run wealth management and to cash in on the opportunities in this segment.
11/12/2015
The committee uses a multi-disciplinary approach to identify companies throughout the world that have the potential to deliver attractive returns
11/12/2015
Old Mutual Wealth is teaming up its various divisions, including Old Mutual International and Quilter Cheviot, to offer an all-round service to investors in South Africa ahead of next year’s Retail Distribution Review.
11/12/2015
The building at Melrose Arch in Johannesburg, which is the new home to Sasfin Wealth’s offices
11/11/2015
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/11/2015
Wealth management professionals working in the Gulf Co-operation Council region of the Middle East gathered in the sumptious surroundings of Dubai's Mina A'Salam hotel to honour outstanding individuals and firms in their sector last night.
11/11/2015
Aberdeen close on Edinburgh deal
Ernst & Young made the offer to Edinburgh shareholders on behalf of Aberdeen.
11/11/2015
Only US earnings continue to beat expectations, which is another sign that the US economy is doing rather well and justifies the US equity market’s recent strength.
11/11/2015
In a statement UniCredit said it expected the deal to be fully completed in 2016
11/11/2015
Royal London Asset Management CEO, Andrew Carter, tells Hardeep Tawakley how the group is 'reinventing itself' to broaden its appeal to retail investors and capitalise on new pensions freedoms.
11/11/2015
Benefits include direct control and flexibility and diverse investment perspectives
11/11/2015
But although wealth managers might be considering shifting their attention to millennials as they try to capture those fees
11/10/2015
Consolidator boosts assets by £50m with South West IFA buy
The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.
11/10/2015
Private bankers have long done extra advisory work for clients – from researching the right school for their children to solving retail transaction problems
11/10/2015
Chris Burch shares his approach to investing and talks about his favourite investment — Nihiwatu, an eco-luxury resort he built on the Indonesian island of Sumba.
11/10/2015
Ascot Lloyd is planning to launch a push into the discretionary fund management space early in the new year, managing director Pat O’Hara told Portfolio Adviser.
11/09/2015
Noah joins asset managers such as Springs Capital in tapping international appetite among wealthy Chinese clients.
11/09/2015
Banks now better understand their clients' financial motives and interests through reviewing their consuming as well as saving habits.
11/09/2015
UBS was once again named Best Global Private Bank and Best Bank in Asia at the Global Private Banking Awards last week.
11/09/2015
The bank may add more people to the unit to meet demand