08/08/2016
How to Buy a Caribbean Private Island With Seven Beaches
Saddleback Cay, home to seven major and minor beaches
Wealth and Asset Management
08/08/2016
Old Mutual acquires Yorkshire advice firm
Staff and management at Beaumont Robinson, which has more than 850 clients, will stay with the business.
08/05/2016
OMGI eyes China distribution, puts plans in place
The next step in China is to formalise the informal discussions we’re having at the moment.
08/05/2016
OM Asset Management beats 2Q profit forecasts
The results topped Wall Street expectations.
08/05/2016
Finding the way forward in Malaysian wealth management
Markets are clearly tough for everyone, and challenges are mounting across all aspects of the service and product offering.
08/05/2016
Earnings and costs up for private banks
Regulation and robo-advice threaten European wealth managers
08/05/2016
Wall Street wealth managers face growing competition
Other wealth managers are seeing top clients add to cash holdings on fears of market turbulence and geopolitical conflict.
08/05/2016
The private banking of New Zealand's wealthiest
No more standing in a queue at the bank a private banker will come to you where ever you are and whenever you require it.
08/05/2016
Societe Generale Private Banking Hambros named the "Best Private Bank in the UK Crown Dependencies"
It recognises the talent and expertise of the local teams who have been working with High Net Worth Individuals, entrepreneurs and family offices for over 40 years.
08/05/2016
Wealth manager boom masks growing cost problem
Regulation and robo-advice threaten European wealth managers
08/05/2016
Eagle Gates Group announces plans for wealth management club in Thailand
The addition of the APEX Club deepens Eagle Gates' presence in the Asia Pacific region and the potential is immense.
08/05/2016
Wealth managers be warned: post-Brexit client satisfaction drops
In June, 21% of those who filled out the online questionnaire said they were unhappy with their current wealth managers and were looking to switch.
08/05/2016
Old Mutual enters talks to sell off Italian unit
The private equity firm has reportedly evaluated Old Mutual Wealth Italy between €200-250 million.
08/05/2016
Spike in clients looking for new wealth manager
In June, 21 per cent of people filling in the questionnaire on his website said they were unhappy with their wealth manager and were seeking an alternative.
08/05/2016
Canaccord Genuity’s UK wealth business reports 11% AUM rise
Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r
08/04/2016
Why UBS's Chris Errico Is A Stockpicker Among Wealth Managers
Assets Under Management: $3.1 Billion
08/04/2016
America's Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money
Though list members might seem to have a lot in common, there are plenty of differences too.
08/04/2016
Merseyside’s Second Largest IFA Firm Created After Deal
No figure was given for the deal, but it was described in a company statement as a “…multi-million pound acquisition.” The combined funds under management of the two wealth management firms will be over £350m. This will be managed
08/04/2016
Monthly Investment Perspective - Coutts
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/04/2016
Wealth Managers Take On The Connected Generation
In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.