03/26/2019
Asia has become the main battleground for global wealth managers, including Credit Suisse, HSBC and Standard Chartered, looking to benefit from surging incomes in countries such as China and India.
03/26/2019
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
A cross-selling-related rationale was also given in connection to a mega-deal in the wealth-management sector last year: Bank of Nova Scotia’s $2.6B takeover of MD Financial Management
03/26/2019
Changes happening over coming months
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/26/2019
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.
03/26/2019
A key area the wealth management sector can benefit from new financial technology is by improving its day-to day-reporting and analytics services.
03/26/2019
Rolex watches have crossed parallels and meridians on the wrists of intrepid skippers and ardent yachting enthusiasts.
03/25/2019
Mark-to-market values have become less reliable as more money moves into private investments.
03/25/2019
Tech pioneer Dame Stephanie Shirley also blazed a trail in flexible working.
03/25/2019
While there have been improvements in the past decade, many of the challenges and shortfalls still persist.
03/25/2019
Commonwealth Bank this month indefinitely suspended a plan to float its wealth and mortgage broking business
03/25/2019
Managing millions, making little: Can wealth management start-ups succeed?
03/25/2019
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada
03/25/2019
We have been evaluating numerous third-party funds
03/25/2019
Michiel van Voorst, who has served as Asian equities CIO since he joined the firm in January 2018, will be in charge of the merged fund.
03/25/2019
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.