10/10/2019
‘Consider getting arrested,’ rich clients of private bank told
It was not your usual bank conference.
Wealth and Asset Management
10/10/2019
Profile: Kleinwort's bank boss on why 25% of clients have new managers
Kleinwort Hambro managing director and head of private banking Paul Kearney talks frankly about his Bresxit fears and why he shook-up the company client facing staff
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
J.P. Morgan Launches Trust Company in Singapore
Joining Chue are four trust officers and a dedicated Trust Compliance officer.
10/10/2019
Heather Tibbo nominated for elite private client list
Crestbridge’s Group Head of Family Office Services, Heather Tibbo, has been shortlisted for a directory identifying the world’s top advisers to high net worth individuals and their families.
10/10/2019
Wealth firm eyes clients shaken by ‘rock-star’ manager failings
It has attracted more than £1bn of assets under management since launch four months ago
10/10/2019
Bank CIC hunts for asset manager
The manager needs to have several years of experience in portfolio management, or in an advisory role.
10/09/2019
Handelsbanken: High on risk, low on ammo
The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.
10/09/2019
Two Teams from Morgan Stanley Join Forces to Launch The Wealth Alliance – a Registered Investment Advisor
The Wealth Alliance delivers comprehensive planning, fair-minded advice and attentive and knowledgeable service – empowering advisors and clients to more effectively work together to achieve new levels of success.
10/09/2019
Wealth Management M&A Deals Still on Track to Top 200 in 2019: Echelon
The third quarter's deal total fell just shy of the prior quarter, Echelon Partners reports.
10/09/2019
Bordier & Cie’s Strategic Cooperation with MB Bank
Bordier has also looked at MB Bank’s technology and digital needs with a significant upgrading of its internal and external client touch points.
10/09/2019
Liontrust assets up 15% as inflows soar
The net inflows have been achieved at a time of uncertainty for retail investors in the UK.
10/08/2019
Six wealth managers revealed their top Q3 calls
With the summer now a distant memory, we asked readers what their best investments of the last three months had been.
10/08/2019
UBS's Jason Stephens Named to Forbes List of America’s Top Wealth Advisors
The 250 advisors on this year's list manage nearly $1 trillion in client assets
10/08/2019
BMO Gam upsizes low-cost range to rival 7IM and AJ Bell
Paul Niven’s range has amassed £300m since launch two years ago
10/08/2019
Zurich WM rebrands
The name change is effective immediately, but the company will update the names of products and services throughout the rest of the year.
10/08/2019
Balance of payments current account: still running deficits
Putting aside the erratic quarterly movements in 2019Q1 and 2019Q2 for a moment, the current account deficit tended to improve in late 2016 and 2017
10/08/2019
Sanlam Investments launches US Absolute Return Fund
Tom Carroll, Head of Asset Management at Sanlam Investments said: “It remains a hugely challenging environment for investors seeking positive returns amid volatility.
10/08/2019
Sanctuary Wealth Board Members Named Among America’s Top Wealth Advisors by Forbes
Brian and Chris are exemplary ambassadors of Sanctuary Wealth and our unique Partnered Independence model