05/22/2015
Vistra Group to be acquired by private equity firm
The Vistra Group management team will continue to hold a significant shareholding in the Company after completion.
Wealth and Asset Management
05/22/2015
Swiss Bankers Respond To Privacy Initiative
Report by René Matteotti, Professor at the University of Zurich, on the “Yes to the protection of privacy” initiative (Matter Initiative)
05/21/2015
Should wealth managers still offer advisory?
The rise of discretionary has continued unabated in recent years.
05/21/2015
The Value Of Wealthy Clients For Professionals
When it comes to the wealthy, the math on the asset side of the profit and loss statement is pretty simple.
05/21/2015
Wealth Adviser: Confronting Conflicts Among Broker Teams
Financial advisers and investors now can compare how their net worth and investment styles compare to that of President Obama and his wife.
05/21/2015
Old Mutual Wealth sees sales go up at Intrinsic
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
Odey Asset Management raises stake in Plus500
The wealth management firm now holds 14.09% interest in Plus500, after purchasing 1,605,000 shares in the broker on Monday.
05/20/2015
Europe Assets 'Topic du Jour' Among Wealthy: Smiles
Simon Smiles, the Zurich-based chief investment officer for ultra-high-net-worth individuals at UBS Group AG, talks about investors' interests in European assets
05/20/2015
Why Cantor's Wealth Division Is Faltering
It's a really formidable challenge for firms to get into the high-end wealth management market and leverage off their name without a solid strategy," says Brian Hughes, president of Philadelphia consulting firm Hughes Growth Strategies.
05/19/2015
Luxembourg private bank opens Hong Kong office
Considering the growing number of high-net-worth individuals in and around Hong Kong, there is substantial demand for quality asset management.
05/19/2015
DST partners UK wealth manager
The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content.
05/19/2015
UK Private Bank signed as sole financial advisers to London Paramount
A London-based private banking firm has signed up as sole financial adviser to a ‘Best of Hollywood meets Best of British’ Disneyland-style resort planned in Kent.
05/19/2015
SYZ Asset Management: First eight months of success for Michael Clements
In an economic context that is fundamentally favourable to European equities, Michael Clements and his team can detect many undervalued stocks ripe for appreciation as a result of his long-term contrarian investment approach.
05/19/2015
A good place to start
But Investec is adamant that its new approach to servicing its clients, called One Place, is not some clever marketing ploy
05/19/2015
New adviser launches for high net worth women
The women-only firm is based on a similar model, with founder and managing director Indre Butkeviciute telling FTAdviser that after speaking to many people in the industry, this area appeared to be an under-served niche.
05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
Family office invests to Save the Seas
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources
05/18/2015
Attrition and breakaways have shrunk head counts at wirehouses
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Pay revolts: ShareAction highlights non-dissenting asset managers
Activist group says Aberdeen Asset Management, Hermes, M&G, BlackRock, HSBC and Schroders mostly sided with company management in pay disputes
05/18/2015
America’s Cup – Artemis Racing touch down in Bermuda + Video
Artemis Racing became the first America’s Cup challenger to launch its AC45 development catamaran in Bermuda this week