01/30/2020
St. James's Place Reports Fourth Quarter Flows
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
Wealth and Asset Management
01/30/2020
Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
IndusInd Bank rolls out HNW wealth management platform
The ‘lifestyle’ offering links up to 10 family members and business accounts
01/30/2020
Refinitiv report on Transformation of Wealth Management – five trends for 2020 and beyond
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
The conscious consumer
"81% of the companies we spoke to said that sustainability is more important to their business than it was five years ago."
01/29/2020
Behind Credit Suisse's U.S. Wealth Exit
Credit Suisse U.S. Wealth Push Takes Shape
01/29/2020
Quilter reports positive trends in Q4 net flows
Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).
01/29/2020
Brewin Dolphin announces QT Update
Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.
01/29/2020
5 Emerging Investment Trends for Wealth Managers in the 2020s
From blending active with passive to tax-aware strategies, here's what advisors need to watch in the next decade, according to Mercer.
01/28/2020
Sun Life's asset management arm seeks private debt acquisition to aid expansion
The middle market comprises companies with revenues ranging from tens of millions of dollars to $1 billion.
01/28/2020
UBS Private Wealth Team in San Francisco Jumps to Wells Fargo
Seidler and Cattich joined the “private wealth financial advisors group” of about 700 brokers that Wells Fargo Advisors created a year ago to coordinate services for the very wealthy.
01/28/2020
Quilter to spend £20m a year on buying advice firms
QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.
01/28/2020
HSBC Singapore launches wealth management solutions
Singapore is often used as the pilot site for the development of digital solutions that will strengthen our foothold as the Asian wealth hub serving HSBC customers with international needs.
01/28/2020
Credit Suisse Shed U.S. Private Bank With Designs on Reviving It
They also show how the bank tried to retain its richest clients and left the door wide open to re-enter the market with a different pay structure.
01/28/2020
Swisspartners expands into Asia with Singapore office
‘Singapore is the gateway to Asia and is well-placed to benefit from the growing wealth of entrepreneurs
01/28/2020
Deutsche Bank WM to launch funds focusing on CIO views
Clients will also be able to add thematic investments to their core allocation.
01/28/2020
Wealth management firm merges to create $1.8B RIA
The combination pairs Perigon's track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP's expertise in sustainable, values-driven investing strategies.
01/28/2020
Private equity investment firm launches bid for national IFA
Harwood Capital has until 25 February to present formal offer for Manchester-based IFA
01/27/2020
BNP Paribas bullish on equities despite global growth concerns
Bank’s wealth management division says it is advising clients to go easy on fixed income
01/27/2020
Trust has one key mission - to preserve the 'real' value of investors' wealth
'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'