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.
Wealth and Asset Management
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.
04/09/2018
Barclays Africa to Split Into Four Units in Growth Strategy
Deputy CEO David Hodnett to take a two-month sabbatical
04/09/2018
UBS Wealth launches sustainable portfolio
UBS Wealth Management has launched a cross-asset portfolio in Asia based on sustainable investing that aims to mirror the firm’s traditional strategies.
04/09/2018
Coutts showcases winning writing by children and young people in care Yesterday
The display was revealed at the awards ceremony for the Voices 2018 writing competition, run by the charity Coram Voice, and hosted by actor and former Doctor Who star Peter Capaldi.
04/09/2018
Historic Hargreave Hale name to be dropped
The business will now carry on as CGWM while the integration of the two businesses is expected to continue through to 2019.
04/08/2018
Rathbone Brothers and Permira are preparing a bidding war for the Scottish stockbroker
The move comes less than a year after the pair were embroiled in a bidding war after wealth manager Tilney
04/06/2018
Wells Fargo Sales Push Extended to Wealth Unit, Ex-Workers Say
Wealth advisers as recently as 2016 were given ambitious quotas and could earn extra pay by steering clients into loans and accounts with recurring fees
04/06/2018
The “elite” J.P. Morgan team in Asia that you now wish you were working for
The latest productivity table from Asian Private Banker – which measures average AUM per RM – ranks J.P. Morgan third behind Goldman Sachs and Citi.
04/06/2018
OCBC Chief Sees Pay Jump
Tsien received S$9.69 million in 2017. In 2016, his total remuneration was S$8.38 million, according to its annual report.
04/06/2018
UBS rolls out new digital advice platform in US
UBS Advice Advantage, designed with SigFig, combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities
04/06/2018
Uruguayan wealth firm on acquisition hunt to boost growth
Criteria currently has 18 advisors and is increasingly investing in its open architecture platform, said Reekstin.
04/06/2018
Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
Julius Baer launches ‘next generation’ fund
The fund is registered for public distribution in Switzerland and is available in different European countries.
04/06/2018
OMGI increases US offshore and Latin American presence
The London-based asset management specialist said that it has entered into a new agreement with recently launched The AMCS Group, whose official brand will be announced soon.