11/19/2019
Allianz Life Partners With SS&C’s Black Diamond Wealth Platform
Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System
Wealth and Asset Management
11/19/2019
Asset and wealth management revolution: Investor perspectives - Rethinking purpose and performance
And social media has given them a platform from which to broadcast their opinions, including dissatisfaction about firms that fail to meet expectations.
11/18/2019
Intertrust awarded Trust Company of the Year at the Wealthbriefing MENA awards
The award sets Intertrust apart from its peers and is a recognition of the developments that the company has made in the region over the past 12 months.
11/18/2019
The Final Battle by Tim Price
A mature and sensible democracy would ask questions about the efficacy of government spending, as opposed to simply engaging in acts of chest-beating machismo over the size of the national chequebook.
11/18/2019
Leaked document reveals the UK’s priciest wealth managers
It is notoriously difficult to compare these, as each firm will levy different fees.
11/18/2019
Here’s Why Millennials Are the Holistic Wealth Generation
Millennials are ambitious and want to earn a high salary and be wealthy, but they want to achieve this in a holistic way.
11/18/2019
Lombard Odier named Private Bank of the Year
Lombard Odier beat off stiff competition to win the ‘Private Bank of the Year (International)’ title from three other shortlisted banks: Goldman Sachs, UBS and Nedbank Private Wealth.
11/18/2019
Tilney wins again at the FT awards
Tilney was also named Best Wealth Manager for Tax Services.
11/18/2019
The wealth management industry needs to innovate
Wealth managers have invested heavily in their ability to offer the latest and most newsworthy technologies.
11/18/2019
Geneva WM launches fund
Horizon Capital already offers two other funds: the Horizon Capital Fund – European Trade Finance and the Horizon Capital Fund – Asian Trade Finance.
11/18/2019
The Changing Face of Wealth Management Customers
High-net-worth individuals, families and their advisers must be prepared for the changes and responsibilities associated with this wealth transfer.
11/18/2019
Philip Taylor wins Trustee of the Year in Citywealth Future Leaders Awards
The awards recognise and champion young professionals in the wealth sector
11/18/2019
Marketing Private Aviation to the Highest Tiers of Wealth
The market segmentation process begins with a wealth screening and determining net worth, followed by the development of research-based marketing strategies
11/15/2019
Goldman Sachs Announces Managing Director Class of 2019
Welcoming a new generation of leaders to represent our franchise is always an important moment for our business
11/15/2019
JPMAM teams up with UBS Global Wealth Management to launch machine learning fund
Combines machine learning and active equity
11/15/2019
The birth of £11 billion giant
Premier Miton launches
11/15/2019
MENA award winners announced
The awards are designed to showcase best of breed providers in the global private banking, wealth management and trusted adviser communities
11/15/2019
SJP will have to cut charges, says £10m investor
She said: "Hands on the table, we’ve had debates on that. We do have slightly different views and we do debate it quite a lot.”
11/15/2019
Bluespring Wealth Partners acquires Vector Wealth Management
$1.1 billion RIA attracted to Bluespring’s entrepreneurial approach and comprehensive successor development program
11/15/2019
GAM closes multi-asset fund led by Hatheway
The fund had CHF 29.5 million in assets under management at the end of August.