05/30/2019
Weatherbys Private Bank reports record lending
Weatherbys pointed to a “customer-centric” approach as the group’s pre-tax profits rose 33 per cent to £7.6m.
Wealth and Asset Management
05/30/2019
Avignon Capital win at the 2019 Wealth Adviser Awards
This is the third consecutive year that Avignon Capital has picked up an award at the Wealth Adviser Awards, winning Best Alternative Investment Manager in previous years.
05/30/2019
Singapore Bank Sees Southeast Asia as a ‘Haven’ From the Trade War
Bank differs from rivals that are focusing on Hong Kong: CEO
05/30/2019
Financial Planner gains simultaneous CISI and CII accreditations
It was imperative for us to achieve the two highest Financial Planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.
05/30/2019
Is advice still being cross-subsidised from elsewhere?
The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.
05/30/2019
Arbuthnot Latham Announces 2019 Inspiring Innovator Award Finalists
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Staying Fit for the Long-Haul to Win a Growing Share of Asia’s HNW Insurance Market
Lim today presides over IPG Financial Services Pte Ltd, the Singapore office of IPG Howden
05/30/2019
Dolfin - Best International Clients Team
Nick McCall, head of wealth management at Dolfin says: “What makes us stand out from the crowd is the modern sophisticated technology platform which underpins the wealth offering."
05/30/2019
Gearing boosts dividend at underperforming Schroders trust
The trust paid a dividend of 2.4p.
05/29/2019
HSBC plans retail wealth headcount boost; eyes Singapore expansion
HSBC's retail banking and wealth management division serves clients with less than $5 million of investable assets, while those with more than that threshold are taken up by the bank's private banking unit.
05/29/2019
Red tape could see UK adviser numbers down 7% by 2022
‘Increasingly stringent regulatory environment’
05/29/2019
Cavalli on Private Banking in Asia: Vast Opportunity Beyond Profound Challenges
He met with Hubbis to outline his vision of the bank’s role in what he envisages as the private banking landscape of tomorrow in Asia.
05/29/2019
Profile: ‘Awards show our staff they are part of our success story’
Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.
05/29/2019
TMD & Associates To Join Focus Partner Firm One Charles Private Wealth
Through this transaction, TMD and One Charles will integrate their collective resources and expertise to enhance the service offerings to their clients.
05/29/2019
Is This Asia’s Best Paid Job?
It’s boom time again for the continent of 4.5 billion souls, and Asia’s asset management is in hyper-growth mode.
05/29/2019
Wealth managers' use of segregated funds will fuel rise of low-cost active portfolios
Growth amid fall in funds under management
05/29/2019
Canaccord Genuity makes strategic investment in AI-powered hedge fund
The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in client assets in Canada, the UK & Europe and Australia.
05/29/2019
Private capital finding a home in Guernsey’s private equity industry
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK
05/29/2019
Invesco Switzerland CEO: how we adapted to the Swiss market
We’re the right size at the moment