06/22/2017
Cheshire-based advice firm bought by Alexander Beard
Paul Beard, executive chairman of Alexander Beard Group, said that the acquisition fits its strategy of buying smaller practices in relevant locations.
Wealth and Asset Management
06/22/2017
Raymond James reports 25 percent increase in AUM
The increase in client assets was largely attributable to market appreciation, aided by continued success in retaining and recruiting financial advisors in the Private Client Group.
06/22/2017
Liechtenstein-based private bank carves clear independent path in Asia
“Overall, the restructuring and additional investments we did in 2016 are bearing fruits and we are on track to go beyond initial targets,” he adds.
06/22/2017
China's $24tn private wealth is twice the size of GDP
Eight times more millionaires in China now than 10 years ago, report shows
06/22/2017
How Citi is staying ahead of the wealth management pack
Digitisation is a key priority for Citi
06/22/2017
HighTower entices advisers away from Wall Street institutions
Chicago wealth manager offers an alternative to traditional practices
06/22/2017
Russia’s Rich a Target for VTB as Foreign Banks Juggle Probes
State-owned bank may profit after scandals at foreign firms
06/21/2017
Australian high-net worth investors and family offices support growing local fintech
The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.
06/21/2017
Big UBS Breakaway Joins Dynasty, Lawsuit Follows
The wirehouse has also requested a temporary restraining order against the defendants, in a bid to stop them from soliciting more clients, as reported by FA-IQ sister publication, Fundfire.
06/21/2017
Hampden reaches £200m deposit milestone
The milestone was unveiled by Hampden following moves by the bank to steadily boost its senior management team in recent months.
06/21/2017
Mirabaud to Enter Private Equity
It is the partner-led private bank's first foray into private equity, after setting up a standalone asset management unit five years ago.
06/21/2017
Phil Wood of UBS in the Midlands
UBS is the largest wealth manager in the world.
06/21/2017
WH Ireland reports strong momentum in H1
The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.
06/21/2017
Would you pay £150 per hour for financial advice?
Investec, the Anglo-South African lender and asset manager, also launched its own digital investment platform, Click & Invest, today.
06/21/2017
Metro Bank plans HNW expansion
The ability to assess cases on an individual basis and deliver bespoke solutions quickly and accurately has proved incredibly successful in the HNW market.
06/21/2017
Quilter Cheviot Returns as Headline Sponsor for BBC Countryfile Live 2017
Countryfile Live will take place across four days from 3 – 6 August
06/20/2017
Bahrain Private Wealth to Reach $200 Billion
The 17th annual study by BCG outlines the evolution of private wealth from both global and regional perspectives, addresses key industry trends, and places special emphasis on how players can create fresh and innovative client journeys by leveraging digit
06/20/2017
Moving towards hybrid advisory models in Asia
The research also highlights that 80% of HNW individuals in Asia would consider leaving their wealth management firm due to a lack of an integrated channel experience.
06/20/2017
India grappling with ebb-and-flow of falling fees, more clients
An exclusive Hubbis survey of almost 100 top Indian wealth management professionals delved into the abyss.
06/20/2017
How the fee-based model changes asset management
The commission-based model still dominates in Asia.