07/11/2018
Old Mutual Wealth buys £100m Carlisle IFA
The new advisers 'bring high-quality expertise
Wealth and Asset Management
07/10/2018
Jupiter unveils absolute return fund in Merlin multi-manager range
Run by Independent Funds team
07/10/2018
Old Mutual and Friends Provident facing prospect of multi-million pound class action over mis-selling claims
UCIS are not available to regular investors in the UK due to their risk and the fact that they are not covered by the oversight of watchdog the Financial Conduct Authority.
07/10/2018
UBS Wealth Management rolls out equity compensation platform
The new platform will emphasize clarity of information.
07/10/2018
DBS opens exclusive Xinyi branch as it aims to grow private banking market
The flagship branch, which targets clients with NT$30 million (US$987,297) in assets, is to provide financial services, travel privileges and customized financial planning in a “friendly and private environment,” Tan said.
07/10/2018
Liechtenstein Bank Eyes Asia After Stemming Tax-Related Outflows
Seeks partnerships with a view to gaining rich Chinese clients
07/10/2018
Goldman Leans on Dealmakers to Feed Wealth-Management Ambitions
Goldman’s annual client growth tends to come from those who recently made fortunes by selling companies or taking them public with the help of the investment bank, said Christopher French, who heads private wealth management in Europe, the Middle Ea
07/10/2018
The Death of Swiss Banking?
The doom and gloom is due to end of banking secrecy, which many Swiss banks used to help their foreign clients dodge and cheat taxes at home.
07/10/2018
Women in tech – it’s not about being Wonder Woman!
It’s well accepted that role models play a vital part in encouraging more women to join the tech industry.
07/10/2018
DBS Ramps Wealth in Taiwan
Taiwan is the third market DBS offers treasures private client services along with Singapore and Hong Kong.
07/10/2018
Former Zurich boss sets up HNW broker
We don’t have the pressures and challenges that can come with size
07/09/2018
'Money,Money, Money' - five tips for intergenerational wealth... By Penny Lovell
The long and the short of it is that we all need to start talking money more and financial education has never been more important than today
07/09/2018
Private bank head defends bank’s culture after spate of resignations
She said the company does not have a ‘toxic’ work environment.
07/09/2018
Lee Wong: «We're Challenging the Ways of Managing Wealth»
Many firms in Asia and beyond have failed to survive beyond the third generation
07/09/2018
LGT Investor Study: Investors Could Do With a Bit More Variety
On average, private investors are not diversified enough and their perception of the level of risk in their portfolio is often not in line with their risk appetite, a study by LGT reaveals.
07/09/2018
Wealth manager to add €3bn to assets under management
Company intends to grow its new business assets to €30 billion by end of 2019
07/08/2018
7IM claims platform industry tarnished by tech issues
Both Aviva and Aegon have experienced outages as they moved their platforms onto new technology
07/06/2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
Q&A with Andy Finch, head of wealth management and international sales director, Canaccord Genuity Wealth Management, Guernsey
07/06/2018
Fee pressure driving asset managers into wealth management
Advisers are saying they want to spend more time doing high-value planning for their clients
07/06/2018
When advice-only trumps vertical integration
Chisholm said the third factor was focusing on long-term alignment with clients, and in the case of Crestone this had meant its owner/operated model.