05/13/2016
The technology-driven transformation of wealth management
Robo-advisors represent the “Uberization” of wealth management, offering a pure, automated approach.
Wealth and Asset Management
05/13/2016
Daniel Tully, Merrill Ex-Chief Outspoken in Crisis, Dies at 84
Daniel Tully, a former Merrill Lynch & Co. chairman and chief executive officer who spoke out as both critic and cheerleader as the firm tried to weather the 2008 mortgage crisis, has died.
05/13/2016
‘I don’t run [UBS wealth management] for good media coverage’
He has had the weight of the UBS Group’s prosperity on his shoulders since a 2012 restructuring put wealth management at the centre of its operations.
05/13/2016
FCA Tells Wealth Advisers To Up Their Game
The Financial Conduct Authority is preparing to visit a number of wealth managers later this year to check they are making progress after the regulator found major failings in suitability standards.
05/13/2016
Citywealth announce Magic Circle winners
The awards ceremony took place on 12 May 2016 at the 5 star Grange Tower Bridge Hotel in London.
05/13/2016
deVere wins Best Global Independent Financial Advisory Organisation
This is the first major award to be won this year by deVere Group
05/13/2016
This stunning car should make Audi and Porsche worry
This isn't just the company's first sports car, McLaren hopes the Sports Series will completely transform its business.
05/13/2016
Julius Baer to impose negative interest rates
Other currencies affected include the Danish krone and Swedish krona.
05/13/2016
UK M&A boom: the top targets in Rothschild AM's new fund
'It has experience tough times and is a mix between a company that needs turnaround and a company that could be taken over.'
05/12/2016
How to price for high and ultrahigh-net-worth clients
Empanel a pricing committee to set and periodically adjust fees.
05/12/2016
Sallie Krawcheck's robo for women investors launches
The mobile-first platform aims to give women a goal-based investing experience.
05/12/2016
StepStone buys Swiss Capital to Add $5 Billion of Assets
This new partnership will benefit clients greatly by providing increased insight and access into all areas of the global private markets.
05/12/2016
This soccer club leads the property premier league
The Boleyn Ground, West Ham United's stadium in east London, saw the second highest price increase at 13.2 percent, although the team are in the process of moving to the former Olympic stadium this summer in Stratford.
05/12/2016
ETP providers launch ETF forum in the UK
A group of exchange traded product providers has banded together to launch the ETF Forum, an initiative designed to improve advisers’ understanding of exchange-traded funds.
05/11/2016
Swiss private bank to distribute SEB’s Luxembourg fund range
Among the 150 funds managed by SEB, those included in the agreement with UBP comprise Green Bonds, Danish mortgage bonds and sustainability funds, all of which complement UBP's fund offering.
05/11/2016
Nordea to launch crowdfunding service in Finland
Because the service is equity-based, investors can subscribe for a company’s shares in a share issue.
05/11/2016
Carl H. Tiedemann, Founder of Tiedemann Wealth Management, Dies at 89
Mr. Tiedemann quickly rose through the ranks to become President in 1975. During his tenure, he was instrumental in taking DLJ public as the first Wall Street research brokerage firm to do so.
05/11/2016
Credit Suisse gets welcome boost from private bank despite Q1 loss
There’s obviously been a lot of fear surrounding Credit Suisse,” said Macquarie Research analyst Piers Brown, who has an “outperform” rating on the stock.
05/11/2016
Hull firm JR Rix & Sons hosts launch of UK 'Family Business Road Trip'
Tim Rix, managing director of JR Rix & Sons, provided insight into the family business at the launch in Hull.
05/11/2016
RBC Wealth Management to consolidate platforms in Asia
RBC Wealth Management is looking to consolidate its platforms in Hong Kong and Singapore into a single platform