08/01/2018
This year’s shortlist closely tracks our research in our industry-leading indices across the categories of Property, Wealth Management, Tax and Trusts, Family and Reputation Management.
08/01/2018
The filing also revealed the Walker Crips' discretionary and advisory assets under management increased by 3.1% to a high of £3.3 billion.
08/01/2018
Consequently, we continue to see a growing demand for highly personalised and trusted face-to-face financial advice and service.
08/01/2018
AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network.
08/01/2018
“I have been to Riyadh, I met the head of SAMA [the Saudi Arabian Monetary Authority], I made the application myself,” Reuters quoted Thiam as saying in response to a query made during a news conference.
08/01/2018
A key driver according to Capgemini’s Top 10 Trends in Wealth Management 2018 is that customer experience revolves around simplifying key touch points
08/01/2018
Both mandates will feed into Quilter's WealthSelect managed portfolio service.
07/31/2018
BlueOrchard delivered another strong performance in the first half of 2018.
07/31/2018
Our improved performance was delivered against a backdrop of continued global economic growth, with strong trade flows and investments and US interest rates continuing to normalise.
07/31/2018
St James’s Place has also unveiled a new Diversified Assets fund, with global investment firm KKR appointed as manager.
07/31/2018
Group assets under management up 3% to CHF 163.8 billion from CHF 158.7 billion at 31 December 2017
07/30/2018
Chile has been described as South America’s most prosperous and economically stable nation.
07/30/2018
After the financial crisis, China called for a new reserve currency to replace the U.S. dollar. Now it’s swimming in dollar-denominated bonds.
07/30/2018
Pyrmont Wealth, which can serve only professional investors, have clients with liquid assets of at least $1m.
07/30/2018
South Africa’s wealth management market is well positioned for success because it is a potential hub to other African wealth management markets
07/30/2018
The closing of the transaction is expected during the fourth quarter of 2018 and is subject to the relevant regulatory approval.
07/30/2018
Mr Field said the growth was driven by the fact many jurisdictions were echoing the reforms made in the UK as part of the Retail Distribution Review.
07/30/2018
New compensation system for financial advisers aims to look at a customer’s assets held elsewhere
07/27/2018
Before you have a family discussion about inheritance, you need to have a good idea of your financial position and your intentions
07/27/2018
Over the past 10 years, China has bought or invested at least $318 billion in assets across Europe