09/13/2018
SJP shuns new CII exam in favour of in-house programmes
We have a comprehensive and structured chartered programme to ensure our advisers remain highly competent
Wealth and Asset Management
09/13/2018
Client focus and data are forging the path of new private banks
With new competition and customers demanding outstanding service, specialisation is proving the only way to succeed in wealth management 4.0, writes Orbium associae partner Ian Woodhouse.
09/12/2018
Singapore seeks to attract more of world's millions
While many asset managers have offices in Singapore, most of their funds are still registered in offshore jurisdictions.
09/12/2018
UBS's Blessing Sees Impact of Trade Tensions in China
Falling markets tend to lead to less trading as clients become more risk averse, and also reduce the net interest income and fees the bank is able to generate as investment volumes and deposits go down.
09/12/2018
JP Morgan to set up Luxembourg wealth management unit in Brexit move
The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow it to serve more fund management clients across the European Economic Area.
09/12/2018
Fund stars line up to back Facebook of wealth management
Robertson said: ‘We have built Octo Members with the financial services community, particularly advisers, at the forefront of our thinking.
09/12/2018
Wells Fargo, Morgan Stanley and Other UHNW FAs Warn of Dangers in Neglecting Estate Plans
The cost of those clients’ postponements and dodging can be high, according to Featherngill, other financial advisors, and trust and estates lawyers.
09/12/2018
Rockefeller-Backed Firm Lands First Team from HighTower
The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
09/12/2018
HSBC to bolster Asia private banking headcount, double client assets
HSBC’s global private banking business manages $330 billion worth of clients assets, and Asia accounts for 39 percent of the total, making it the single largest market for the bank.
09/12/2018
New fund offers ideal solution for trustees
This is more problematic, if your trust fund has £3 million to invest.
09/11/2018
UBS launches World Bank sustainable debt product
UBS said it has no target for the amount it is seeking to raise for the World Bank, but “demand is promising”, according to Michael Nelskyla, head of investment solutions at the Swiss bank.
09/11/2018
Wealth management by algorithm
Sarwa combines technology and human advice to make investing easy
09/11/2018
Wealth management firms to drive ESG investing says firm
The future of retail environmental, social, and governance investing will be driven by wealth management firms predicts Cerulli Associates.
09/11/2018
Fund consultancy group gets Swiss licence
Firm authorised to distribute collective investment schemes and tap outsourcing boom
09/11/2018
Intrinsic reports £15m loss
Intrinsic Wealth also paid £900,000 relating to a long-term incentive plan for advisers
09/10/2018
DIFC witnesses continued growth for Wealth and Asset Management firms
More than 200 asset management companies and specialist global advisors are now registered in the Centre, with over 60 significant funds domiciled in DIFC.
09/10/2018
Alexandre Bouchardy: determinedly marrying investor needs to market opportunities
The result, he explains, will be continuing volatility and more of the vulnerable borrowers exposed to default, with a more negative impact and sentiment for the emerging markets.
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/10/2018
Wealth managers must engage with the next-gen prior to wealth transfer
Simply opening a youth account in an heir’s childhood will not be enough
09/09/2018
Comment: Families, firms and the role of private banking
At Hampden & Co it is important for us that our clients know that we care about families as well as individuals.