06/07/2018
Time for client needs to take centre stage by Ian Woodhouse, Associate Partner
The survey confirmed that the industry is facing a number of widely accepted challenges, from the changing expectations of new clients to the technological disruption sweeping through the entire banking industry.
06/07/2018
With more than 150 years of history behind the Old Mutual brand, what does the future hold for its advice, investment and platform arms as the group prepares to split?
06/07/2018
Switzerland’s oldest private bank is also contemplating a partnership in Saudi Arabia
06/07/2018
'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.
06/07/2018
This is partly to meet new European Union rules known as MiFID II but also to protect them from times when clients are reluctant to commit to transactions.
06/06/2018
Bank of Singapore Exceeds Asset Target
As much as $200 million will be invested for a push into utilising data analytics and digital tools that calibrate client needs more effectively.
06/06/2018
Is diversity the key to the succession plan challenge?
This is also a key tactic that Wells Fargo uses to diversify its advisor pool while helping prepare their aging employees for retirement.
06/06/2018
Shares surge at wealth consultancy as business booms
The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.
06/06/2018
Advisors Have New Resource To Serve Philanthropic Needs Of HNW Clients
These donors have now contributed over $60 Million to their Canada Gives' foundations and disbursed $25 Million to charities.
06/06/2018
Private bank Hampden hails progress
We’re very pleased with the progress that has been made
06/05/2018
Inaugural BENCHMARK Private Wealth Awards aim to raise awareness of responsible private banking and drive best practices in impact investing
06/05/2018
Pictet's Dominique Jooris says tailoring portfolios to one's preference and risk tolerance makes the job unique
06/05/2018
Gold: Investment Advisory Services and Human Captial Development
06/05/2018
Silver: Estate Planning and Succession, And Human Capital Development
06/05/2018
We capture the impact of changes in wealth management revenues on the share price of the largest wealth managers in the world
06/05/2018
Equilibrium managing partner Gaynor Rigby told New Model Adviser® in February that launching the funds created no conflict of interest, but simply improved the firm's efficiency.
06/05/2018
Builds on Firm’s History of Sustainable Investing
06/05/2018
The increase in operating expenses from the addition of new wealth advisors, coupled with the ongoing trend of a shift towards a fixed-rate fee structure for client accounts, will lead to profit margins stagnating in the future
06/05/2018
Gold: Risk And Compliance And Risk Profiling, Silver: Investment Team Of The Year And Investment Advisory Services
06/05/2018
Silver: The Trustee Team of the Year