11/22/2019
Atria Wealth Solutions To Acquire Independent Wealth Management Firm
Atria adds new affiliation option; approaches 2,500 advisors.
Wealth and Asset Management
11/21/2019
World’s Largest Wealth Manager Is Adding Asian Stocks to Its Portfolio
The key driver for the rebound would be cooling U.S.-China tensions, with a partial trade deal “increasingly likely,” according to the report.
11/21/2019
Adding Revenue & Wealth Management Services to Your Firm
Are you considering branching out to provide investment advice to your clients? Lawrence Sprung of Mitlin Financial kicks off a new content series that will address many of your questions and concerns by explaining a few ways you can do this.
11/21/2019
There's a 'turf war' coming in financial advice
Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin
11/21/2019
Asset Protection: The Reason Why Clients In Hong Kong And Across Asia Are Turning To Channel Islands Trusts
The second relevant point is direction. Jersey and Guernsey law allow settlors to reserve powers, or to play a role on the board of a Private Trust Company (PTC) or as a Protector of a trust, and have some role in directing the way that the trust operated
11/21/2019
Investec eyes £17.5 million wealth and banking cost cuts
Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.
11/21/2019
Geneva private bank looks for senior wealth manager
Banque Pâris Bertrand was founded in 2009 and offers wealth management, asset management and private banking services.
11/20/2019
Can you trust custom-made funds?
Woodford got into hot water earlier this year, which prompted SJP to sack him as manager of the £3.5bn mandate in June.
11/20/2019
What firms can do to attract women advisers
Fewer women apply for jobs as financial advisers than men, but that shouldn't stop firms from trying to create more balance in their adviser ranks
11/20/2019
Boomers Are Thriving on an ‘Unprecedented’ $9 Trillion Inheritance
U.S. households poised to inherit $36 trillion over 30 years
11/20/2019
Embark buys Zurich platform
This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.
11/20/2019
Liontrust eyes acquisitions as profits risea
The positive net inflows for our teams shows the enduring appeal of active fund management when investors can see the added value being provided and their expectations being met.
11/20/2019
Geneva WM joins with investment firm to start European equity fund
Kepler Cheuvreux is a key specialist in European equities analysis
11/19/2019
Nearly Half of Baby Boomers Don't Know When to Add Fixed Income Investments to Their Portfolios
This research demonstrates that regardless of age there remains confusion around fixed income investing
11/19/2019
Lombard Odier seeks to expand private banking team in Italy
The Italian branch of the Swiss Group, which is based in Milan, offers portfolio management and advisory services to its clients in the region.
11/19/2019
Liechtensteinische Landesbank moves to DIFC
The move to DIFC, and our new, larger offices in Burj Daman reflect the successful development of our business model in recent years and represents an important step for our future growth in the Middle East.
11/19/2019
Asset manager Russell Investments put up for sale
Goldman Sachs hired to sell group with $293bn under management as industry consolidates
11/19/2019
Julius Baer assets grow, but warns on impairment
Assets under management up 10% to CHF 422 billion – Benefits of cost-reduction programme starting to materialise – 2019 full-year results to be impacted by Kairos goodwill impairment – Launch of share buy-back programme of up to CHF 400
11/19/2019
Seventy2 Capital Wealth Management acquires CBC
Hemphill said: “I’m excited to be a part of a team that has expertise in both wealth management and 401(k) retirement plans."
11/19/2019
Spear's Philanthropy Award
The Spear’s award represents a hat trick for the bank.