10/01/2015
Old Mutual Wealth eyes online simplified advice service
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
Wealth and Asset Management
09/30/2015
Brokers Managing $3.3 Billion Take Flight from Merrill Lynch
Seven Merrill advisers will form their own independent practice
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Seven of the Nation’s Top Financial Advisors Unite to Create Ultra High Net Worth Wealth Management Boutique
The firm advises ultra high net worth individuals and families, non-profit organizations and corporations across the United States.
09/30/2015
Integration of Philadelphia Financial and Lombard International Assurance Forms Industry Leader in Global Wealth Management Solutions
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
SJP hunts for advisers ‘no previous experience required’
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
French Duncan re-brands wealth management arm
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/30/2015
Wealth Adviser Daily Briefing: For Rich Clients, Firms Add a ‘Quarterback’
That is why Chicago-based adviser Joshua Coleman says firms need a financial “quarterback,” or someone who can connect wealthy clients with attorneys, consultants, insurance experts and more.
09/29/2015
Merrill Lynch forms wealth management group
The new wealth management group will be based in Austin, Texas.
09/29/2015
Aberdeen Asset Management share price: Company to cut jobs if problems continue
Assets under management fall five percent and share price down nearly a third in 2015
09/29/2015
Ireland’s largest wealth manager aims to be largest in Northern Ireland
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.
09/29/2015
DBS puts bank deals on backburner to target digital threat
The Asia-focused UK bank that has been rocked by a sanctions-busting scandal and which shares Singaporean asset manager Temasek as a lead investor.
09/29/2015
Novia’s offshore strategy ready for take-off
As it counts down to its launch in four jurisdictions at the end of this month, Novia Global’s chief executive Bill Vaslieff gives his personal take on why the timing is just right.
09/29/2015
Schroders to launch BlueTrend strategy on GAIA platform
The BlueTrend investment team has over a decade’s experience in running a trend following strategy
09/29/2015
Ex-Brooks Macdonald head of investment strategy to launch online wealth manager
Clients will be able to access the service through www.moo.la, which former Wealth Manager cover star Godfrey said will ‘[provide] a set of easy to use apps and services for financial freedom at your fingertips
09/28/2015
Deutsche Bank CEO praises wealth management ops -sources
Cryan has a wealth management background and loves the stability of that business
09/28/2015
RBS former CEO Fred Goodwin kisses goodbye to his Executive Suite - as it opens up to house innovative start ups
Why? The 1899 work by the celebrated Scottish artist has hung for years in the RBS boardroom at the bank’s global headquarters west of Edinburgh.
09/28/2015
Chinese deal with aberdeen alerts rivals firms
Aberdeen’s license is unique as it will enable the company to manage assets directly on behalf of Chinese investors.
09/28/2015
How private banks are tackling the financial and emotional issues that affect older parents
The fastest growing age group in the country consists of those 85 and older, as 75 million Americans sail past age 60 in the next 20 to 30 years.