04/12/2018
Wu Dao Wealth announces brand strategy
The strategy both addresses and supports the transformation taking place across China's wealth management industry
Wealth and Asset Management
04/11/2018
Ex-Citi and Safra directors launch $1bn wealth manager in Brazil
The trio runs the venture together and manages assets for six Brazilian families in the ultra-high net worth investor segment, Coutinho told Citywire Americas.
04/11/2018
Liontrust assets hit £10bn after ATI acquisition
Chief executive John Ions said the acquisition had positioned the firm with ‘not only with critical mass but a fantastic track record from a long established team.
04/11/2018
US firm Raymond James ‘discussed shifting London brokerage to Frankfurt’
The wealth manager and investment banking firm opened its office in the German city last summer.
04/10/2018
City frets that Rathbones’ tilt at Scottish wealth manager could prove too costly
The deal would value Glasgow-based Speirs & Jeffrey at nearly 28 times earnings — against a valuation in the sector of between 15 and 20 times.
04/10/2018
Group Financial Statements 2017 of Valartis Group
All payments 2017 from escrow accounts from the 2016 sales transactions were made in whole and without restrictions.
04/10/2018
UBS Goes Green in Asia
UBS' Crisis of Identity
04/10/2018
Six Common Wealth Transfer Pitfalls
Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.
04/10/2018
Fairstone poised to buy nine IFAs this year
Fairstone is set to acquire IFA firms in Leicester and Stockton-on-Tees and anticipates it will line up seven more acquisitions this year.
04/10/2018
Lombard Odier Plots Indonesian Push
The state-owned Indonesian lender and Swiss private bank produced an investment product for Indonesians who want to repatriate funds stored in Singapore, the outlet reported.
04/10/2018
Prestigious speakers at SGG Crossroads event
This exclusive event will focus on how ‘the finance industry can contribute to a better society’. It will attract an international executive audience of 150 participants active in the alternative fund industry: asset managers as well as lawyer
04/10/2018
Voices 2018 winners announced!
The competition judges included writers, authors, poets and journalists, with a special interest in, or personal experience of the care system,
04/10/2018
Pictet multi-asset boss Percival Stanion dies
‘Percival was an equity partner who joined Pictet in 2014 to head Pictet Asset Management’s international multi-asset business, based in London,' said a spokesperson for Pictet Asset Management.
04/10/2018
Credit Suisse and Carmignac launch multi-asset EM fund
Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.
04/10/2018
HMRC’s £50m plan targets tax dodging wealthy
Ten thousand wealthy individuals could be hit by offshore tax avoidance legislation proposed by HM Revenue & Customs, generating up to £50m a year in tax receipts.
04/10/2018
Old Mutual Int’l ‘taking legal action’ against Leonteq over commissions
OMI didn’t say which court it was taking the action in, nor what level of financial damages it was claiming, nor who, if not OMI itself, had suffered the losses.
04/09/2018
Asia’s independent wealth managers – redefining the value proposition
The roundtable members comprised 15 independent asset managers, family offices and a sprinkling of technology providers. s do.
04/09/2018
Asian Wealth Drives Credit Suisse
The private banking chief is keen to use the upswing to increase fee based services for the bank.
04/09/2018
Four reasons for confidence despite market woes - Coutts
All this has shaken market sentiment, with most major indices around the world falling last week.
04/09/2018
Winners of annual Wealth Management Awards revealed
The winners of the World Finance Wealth Management Awards, 2017, have demonstrated confidence in avoiding such pitfalls.