05/17/2018
Next up for Envestnet: Insurance
Insurance solutions offer several advantages to goals-based investing including: tax deferral, death benefits, guaranteed income, principle protection and estate planning.
05/17/2018
Is Sergio Ermotti’s Greatest Wish Coming True?
Presently, a UBS share costs 16 francs. «Totally laughable,» Ermotti has noted.
05/17/2018
WH Ireland issues earnings alert as wealth costs mount
Over the same time the firm's wealth planning team witnessed a 50% growth in fees.
05/17/2018
Macquarie merges private wealth businesses
The gearing towards HNW investors in the bank's private wealth and banking business will have no impact on BFS's retail banking strategy which includes home lending, deposits and credit card solutions for consumer clients.
05/17/2018
RBC Wealth Management Aims to Build Diverse Advisor Force
The firm hired a dedicated recruiter to focus on bringing in more early-career and second-career candidates.
05/17/2018
Investec’s UK specialist bank was the only drag on full-year profit
The UK specialist banking arm — the group’s second-biggest profit generator — suffered a 9% fall
05/17/2018
Both firms have a shared multi asset investment approach and aligned investment philosophies.
05/17/2018
AJ Bell’s latest interim results are its most profitable as it eyes a premium listing on the London Stock Exchange.
05/17/2018
The program led to the repatriation of more than $17 billion, opening up an opportunity to offer onshore, tax-efficient products.
05/16/2018
JP Morgan seeks majority stake in China joint venture
JP Morgan also announced in the statement the appointment of Mark Leung as chief executive officer of the company’s China operations effective May 14.
05/16/2018
Lombard Odier IM in high-end funds partnership with Credit Suisse AM
Juan will be supported by Ingrid Nouhaud, Analyst in Lombard Odier IM’s High Conviction Equity team.
05/16/2018
The winners: Top Women in Asset Management Awards
The #MeToo movement has helped to not only uncover egregious abuses
05/16/2018
2017 strong momentum intact, private banks expect another good year
Despite volatile markets in Q1, optimism remains high
05/16/2018
Which firm is advisers' favourite DFM?
Annual Defaqto survey
05/16/2018
Outcome of the Valartis Group AG General Meeting 2018
Endorsement of Group consolidated financial statements, Management’s discussion and analysis and annual accounts for FY 2017
05/16/2018
Brewin Dolphin pre-tax profit soars 20%
The Board declares an interim dividend of 4.4p per share.
05/16/2018
Union Bancaire Privée onboards a new U Access strategy on its alternative UCITS platform
The fund offers daily liquidity and employs an arbitrage approach combining a core yield (Merger Arbitrage) component
05/16/2018
Chinese adoption of online wealth management products second only to US, says report by Boston Consulting and Lufax
Tech-savvy consumers, rapid growth in internet financing platforms and the ‘go smart’ trend among financial institutions behind growth
05/16/2018
Coutts: Don't look back in anger & Four is the new 15
Don’t look back in anger
05/16/2018
BNP Paribas Wealth Management: Tailoring its future to fit the new Asia
The firm grew its AUM by more than 15% a year from 2012 to 2017