07/18/2016
Rich Asians seen turning more to private banks after Brexit
The proportion of those managing their own wealth dropped to 52% from 70% in the same period.
Wealth and Asset Management
07/18/2016
Elliott starts legal proceedings against Bank of East Asia
The proceedings are the first to directly seek the lifting of those conditions.
07/18/2016
An investment insight in a week of change by Penny Lovell
I thought, three weeks post-Brexit, I should take the time to interview Mark Bray, a Managing Director in our High Net Worth investment team. Mark has over 30 years’ experience in the financial markets and provides his insight below.
07/18/2016
League Table: Who is Switzerland's Hottest Banker?
In Swiss banking, gray hair and wrinkles used to be part of the uniform, helping to relay the gravitas and experience needed to manage vast sums of money.
07/18/2016
Quilter Cheviot’s Climate Asset Fund Announces Stellar Returns
This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.
07/18/2016
Why wealth management expert Janine Edwards believes the outlook for business is healthier
I think it is important that companies make common cause with each other and join together to celebrate each other’s successes.
07/18/2016
Bank of America profit falls 21% amid wealth-management dip
Net income drops to $4.23bn from $5.13bn year-on-year as firm takes accounting charge
07/18/2016
4 Strong Buy JP Morgan Mutual Funds to Invest In
Below we share with you four top-rated JPMorgan mutual funds.
07/18/2016
Butterfield shortlisted for Citywealth Awards; in ePrivateClient’s Top 25
Butterfield Group’s CEO, Michael Collins, announced he was “pleased to have been recognised by our peers through the eprivateclient and Citywealth award programmes.
07/15/2016
EFG: Takeover of BSI Singapore in an Accelerated Deal
The migration of the acquired part of the business is planned to be completed by the end of November 2016 at the latest.
07/15/2016
Traditional Asset Managers Are Under Threat As Fees Shrink And Robo Advisors Prowl
These are just two of the headwinds the asset management industry now faces.
07/15/2016
J.P. Morgan's global wealth management revenue stalls, advisers and AUM fall
The number of advisers the two units employed also fell appreciably.
07/15/2016
Brexit delays Monaco wealth boutique’s UK expansion plans
Inevitably some decisions will be delayed by uncertainty
07/15/2016
Sanlam Adds To Its Assets
Sanlam is upbeat about its acquisition, but some industry experts have downplayed it, saying it is very minor.
07/15/2016
Wealth manager profile: Signia Wealth's team talk
Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015
07/15/2016
OMW to ‘slow’ overall growth and focus on private client business
Old Mutual Wealth Private Client Advisers was launched towards the end of last year to build a national advice offering.
07/15/2016
Citigroup Tops Expectations, Despite Drop in Profit
Although top and bottom lines fall from the year before, they eclipse Wall Street views
07/15/2016
Barings Unveils Rebranded Global Equity Fund
The team rebranded the Global Select fund to the Global Leaders fund in January and is now looking for companies showing “industry excellence, superior returns and a long growth path” with no size or geography limitations.
07/14/2016
Think Like An Athlete To Win The Wealth Management Game
The mindset for advisers and successful athletes alike can provide the competitive advantage that they need.
07/14/2016
Vontobel CEO Sees Politics Challenging Asset Manager Profits
Britain’s surprise decision to leave the European Union in a referendum on June 23 left asset managers scrambling to cover positions.