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Wealth and Asset Management

08/22/2018

SS&C GlobeOp Forward Redemption Indicator at 2.73 per cent for August

The August 2018 reading of 2.73 per cent continues the generally favourable trend in asset retention that we’ve seen over the past year and a half, indicating investor confidence in hedge funds remains high.

08/22/2018

HSBC Private Bank targets UK in 240-strong global hire spree

The drive is part of a wider expansion of the unit’s global headcount

08/21/2018

Wealth managers take wait-and-see approach to tariffs

A recession seems at least a year away, but a full-blown trade war could bring one sooner

08/21/2018

Unprecedented market changes can be a ‘fantastic opportunity’

Despite increased competition,the affluent and private banking market in Asia keeps growing.

08/21/2018

Corporate bond, credit risk MFs are debt investors' best bet: Sunil Sharma, Sanctum Wealth Management

How do you interpret the BSE Sensex reaching an all-time high, amid narrow market breadth?

08/21/2018

Ten asset managers doing time in the dog house

The fund groups with the most assets under management in ‘Spot the Dog’ funds

08/21/2018

Baillie Gifford mulls multi-asset trust launch as it takes crown from JPMAM

Now the largest provider of investment trusts

08/21/2018

Old Mutual Wealth calls for IHT nil-rate band rethink in Treasury open letter

She says a more simple solution would be to raise the standard nil-rate band and remove the residence nil-rate band.

08/21/2018

Merrill team managing $235 million goes indie with Raymond James

Mr. O'Mailia worked at Prudential, Smith Barney and Merrill Lynch over his 40-year career.

08/21/2018

World’s Biggest Wealth Fund Struggles Under Weight of Trade War

Like many global investors, however, it’s warning about the impact on the world economy of rising protectionism after U.S. President Donald Trump imposed tariffs on key trading partners.

08/21/2018

SA super-rich looking for a 2nd citizenship in Europe

This is according to Amanda Smit of Henley & Partners, a global citizenship and residence advisory firm. She responded to some questions from Fin24 on the matter.

08/21/2018

Brevan Howard Cuts Office Perks in London Headquarters

Firm continues to rent on first floor of Marylebone space

08/20/2018

EFG’s hire of top banker talent underlines regional ambitions in Asia

EFG International in late June announced the hiring of Richard Straus as the new head of its private bank in Hong Kong.

08/20/2018

Credit Suisse Sees Asia Wealth Race Shifting From Offshore Hubs

Seeking at least $10 billion of assets in each Asia market

08/20/2018

UBS Faces Tough Questions on Wealth Mega-Merger

The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.

08/20/2018

What High-End Art Says About Rich Investors Right Now

Results from a well-known auction house reveal a couple of key trends.

08/20/2018

Economic Perspectives by Ruth Lea CBE

Despite higher fuel prices, CPIH inflation was unchanged at 2.3% in July. CPI inflation was a tad higher – at 2.5%.

08/20/2018

On tap rather than on top: the role of experts in the UK today -Stonehage Fleming

In a revised and updated paper, the Group argues that there is an urgent need to restore the balance between experts and skilled generalists

08/20/2018

Ex-Northwestern Mutual team launch new wealth manager

Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation

08/20/2018

Lombard Odier expands Asia footprint with Japanese ally

MHSS will provide our valued clients with more advanced wealth management services than ever

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