02/22/2019
Aviva Investors' Flockhart buys into SJP in UK Listed Equity Unconstrained fund
Turned over 40% of fund
Wealth and Asset Management
02/22/2019
Bahamas Financial services sector rebranded as “Clear Choice” for wealth management
“For international wealth planners, there is no doubt that IFCs will continue to play a very important role in the delivery of wealth planning tools to meet the needs and objectives of HNW individuals who seek to diversify investments.
02/22/2019
Rothschild Dynasty Targets Rich in Bid to Rebuild German Arm
French company to create second pillar at its German business
02/22/2019
RBC Wealth Management reports unchanged income for Q1 2019
RBC however concedes that these factors were held in check by the headwinds mentioned above.
02/21/2019
$1.3 Billion Top Financial Advisor Expects More Market Lows In 2019
Early within his career as a financial advisor, Condron found his talents in generational planning.
02/21/2019
LGT opens wealth management office in Thailand for high net worth investors
Located in downtown Bangkok
02/21/2019
Discretionary Accounts Gaining Popularity Among Asia's Millionaires
Asia's wealthiest are becoming more open to giving banks discretionary mandates in managing their wealth
02/21/2019
Comment: New law on validity of wills in Cayman offers 'far greater flexibility'
This is a welcome piece of legislation that expands the ways in which someone can validly execute a will governed by Cayman Islands law.
02/21/2019
Van Lanschot Kempen: 2018 net profit of over €80 million
Next steps in wealth management strategy defined
02/21/2019
Swiss Bankers, Chinese Billionaires, and the CEO Betting It All
Inside the fraught race to manage China’s money.
02/21/2019
Asia's Richest Delight Banks by Abandoning Their Trading Egos
Credit Suisse says clients outsource investing amid volatility
02/21/2019
Julius Baer to exhibit commissioned artwork of emerging artist, Chourouk Hriech in its lounge at Art Dubai
Chourouk, who will be revealing her artworks for the very first time in Dubai
02/21/2019
Financial Planner firm ties up 33rd acquisition
Perspective acquires Wirral-based firm
02/21/2019
Manager of £1.5 billion trust buys St James’s Place
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.
02/21/2019
Morgan Stanley Subs Private Wealth Manager in Chicago, Nabs Merrill Beverly Hills Broker
Morgan Stanley also brought a lapsed manager back into the fold on Friday by hiring T. Scott Fleming, to run its Manhattan Beach office south of Los Angeles.
02/21/2019
Rathbones dodges 2018 turmoil with tie-up
Wealth managers have had a difficult period.
02/21/2019
Fund Administrator acquires LRI Group
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
Quilter buys national firm with 200 advisers
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
Schroder family patriarch, Bruno Schroder, dies at 86
He joined asset management group’s board in 1963
02/21/2019
GAM expects 'challenging' 2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity