01/07/2020
APAC Monthly Private Wealth Legal Developments
The jurisdictions covered in the update are Hong Kong, Singapore, China, Taiwan, Japan, India, Malaysia, Indonesia, Thailand and the Philippines.
Wealth and Asset Management
01/07/2020
Broker picks Brooks Macdonald as top 2020 growth play
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
Columbia Threadneedle drops performance fees on absolute return range
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA Group and Corsair Capital Announce Close of Transaction
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
Wealth Dynamix Teams Up with Management Consulting Leader
The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen
01/07/2020
Wealth Management: Quarterly Letter – Why the long term?
Investors tend to be rewarded for their patience and staying invested
01/07/2020
Investec accepts indemnity insurance on HNW remortgages
"we have recognised the demand from HNW clients for faster remortgages and we can now make use of a no search indemnity policy"
01/06/2020
'We need to celebrate wealth creation': Cred's Kunal Shah
Wealth creation is aspirational for Indians today. Our $5-trillion GDP aspiration will be tough to achieve without enabling business-creation opportunities: Cred's Kunal Shah
01/06/2020
Wealth management service increasingly popular in S. Korea
The number of South Koreans with financial assets of over 1 billion won (US$854,000) rose 4.4 percent on-year to 323,000 in 2018, and they held 54 percent of their total assets in real estate and 40 percent in financial assets
01/06/2020
National adviser gets private equity backing
The value of the investment was not disclosed, nor was the value of the stake that CBPE would take in the business.
01/06/2020
New company out to take fresh approach to financial planning
Two Aberdeen-based financial advisers have teamed up to launch a new business.
01/06/2020
Margarita Louis-Dreyfus' Credit Suisse Loan
Louis-Dreyfus pledged her controlling stake in the firm as security for the loan.
01/06/2020
Why HNW clients ‘absolutely need alternatives’
President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility
01/06/2020
Twenty Four Wealth Management joins LPL
“We encourage clients to run their finances like a business focused on three important cornerstones: their vision, values and goals."
01/03/2020
HSBC GAM plans ETF push in 2020
These will work across different functions, including product development, operations, sales specialists, capital markets, marketing and ETF strategists.
01/03/2020
2020 predictions for the wealth management industry
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
Investors pull £4bn from Schroders funds
In the 2017 calendar year the company had net inflows of more than £9bn
01/03/2020
Ex-GAM CEO and head of investment solutions start new firm together
Hatheway stepped down as head of investment solutions in August 2019, with the bulk of his roles being divided up among members of the alternatives, private client and mixed asset teams.
01/02/2020
UBS to overhaul ultra-high net worth unit
The organisational changes are expected to eliminate some management layers, as a means of helping the bank function more efficiently when executing on transactions.
01/02/2020
Morningstar flags ‘significant risk’ in AMP advice strategy
Morningstar remains sceptical about embattled wealth manager AMP’s plans to turn around its financial advice business.