05/21/2018
Brewin Dolphin completes part acquisition of Dundee-based IFA
Deal for financial planning and investment assets
Wealth and Asset Management
05/21/2018
Brexit fears boosting Cheshire base of private bank Julius Baer
MD James Bailey said uncertainty has led to an upturn in business
05/21/2018
JPMorgan opens alternative investments to those with US$100k
The JPM AM platform provides alternative investments such as hedge funds, real estate deals and private equity vehicles to high-net worth individuals.
05/18/2018
JP Morgan Asset Management Partners With iCapital Network
As we get later in the economic cycle, identifying alternative sources of return is an essential consideration for investors looking to build stronger portfolios.
05/18/2018
JPMorgan Chase to make alt investments available to the many
Bank plans to slash minimum buy-in to $100,000 from $10 million
05/18/2018
Dozens of advisers go as Macquarie merges its private bank and wealth divisions
The relationships between wealth management divisions and other operations of major banks are one of the areas of focus for the Hayne Royal Commission into banking.
05/18/2018
Red Alert at Falcon Private Bank
These are the losses which the small bank in Zurich owned by the Abu Dhabi state fund accrued in the past two business years.
05/18/2018
UBS to double headcount in India: CFO
UBS already has two captive centres in Mumbai and Pune.
05/18/2018
Wealth management and Asia’s HNWIs – the path to global standards
The wealth industry in Asia must continue to lead global standards if it is to withstand external pressures and prosper in the current environment.
05/18/2018
JM Finn warns on 'enormous disruption' as business booms
It has become nearly impossible to obtain direct investment advice, without turning to a full discretionary service.
05/18/2018
Wealth manager seals Dundee deal
The move sees it add 150 clients.
05/18/2018
Canadian £1.2bn robo targets UK pension wealth
The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.
05/18/2018
Spencer to back £500m float of investment platform AJ Bell
he agreement, which would cost Mr Spencer about £25m, would be the first major investment he has made since sealing the blockbuster £3.9bn takeover of Nex Group
05/17/2018
Next up for Envestnet: Insurance
Insurance solutions offer several advantages to goals-based investing including: tax deferral, death benefits, guaranteed income, principle protection and estate planning.
05/17/2018
Is Sergio Ermotti’s Greatest Wish Coming True?
Presently, a UBS share costs 16 francs. «Totally laughable,» Ermotti has noted.
05/17/2018
WH Ireland issues earnings alert as wealth costs mount
Over the same time the firm's wealth planning team witnessed a 50% growth in fees.
05/17/2018
Macquarie merges private wealth businesses
The gearing towards HNW investors in the bank's private wealth and banking business will have no impact on BFS's retail banking strategy which includes home lending, deposits and credit card solutions for consumer clients.
05/17/2018
RBC Wealth Management Aims to Build Diverse Advisor Force
The firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
05/17/2018
Investec’s UK specialist bank was the only drag on full-year profit
The UK specialist banking arm — the group’s second-biggest profit generator — suffered a 9% fall
05/17/2018
7IM to buy Edinburgh-based asset manager
Both firms have a shared multi asset investment approach and aligned investment philosophies.