05/10/2018
How these firms are prepping for the Senior Managers Regime
‘The decision to begin work on this now, well ahead of the Senior Managers Regime, was really because it is a quite sensible way to structure a company.
Wealth and Asset Management
05/10/2018
Andrew Au: «Digital Balancing of Asian Wealth»
It is no secret that since the global financial crisis Asia has led the world in terms of economic growth and development.
05/10/2018
Nedbank Sees Full-Year Growth In Line With Target After First Quarter
It expects diluted headline earnings per share to be "in line" with its medium to long-term target of at least gross domestic product plus consumer price inflation plus 5%.
05/10/2018
Opportunities promoted at busy conferences in London
That was why more families were considering a shift to offshore jurisdictions like Jersey
05/10/2018
Rathbones suffers higher outflows and fall in funds under management
The company was hit with slower annualised of growth as well as higher than usual outflows.
05/10/2018
Everbright Sun Hung Kai unveils new wealth management service
In order to be eligible for the service, investors have to maintain a portfolio of HK$3m or more with the firm.
05/10/2018
Wealth veteran returns with boutique
At the heart of this new business is a wealth manager with a professional investment management offering and financial planning arm.
05/10/2018
These Specialized Services are Key to Serving High Net Worth Clients
To advisors not offering specialized services, Cannataro says the expansion of service offerings might seem out of their realm but they “better begin upgrading [their] offerings.
05/10/2018
DonorSearch and Wealth-X Announce Strategic Knowledge Partnership
DonorSearch specializes in working with nonprofit organizations, and Wealth-X works with clients across the nonprofit, financial services, luxury, and education sectors.
05/09/2018
Middle East's best bank for wealth management 2018: Credit Suisse
That offering improved last year; Credit Suisse extended structured financing solutions to its ultra-high net-worth and corporate clients, thereby increasing its credit volume by double digits.
05/09/2018
Investments & Wealth Institute Awards Recognize Outstanding Achievement in Investment and Wealth Management Industry
Nobel Memorial Prize recipient Richard Thaler among industry leaders honored for outstanding contributions to the investment and wealth management industry
05/09/2018
In 2018 Business-Savvy Trusts And Estates Lawyers Have Two High-Class Problems
Although there is tremendous upside potential, most lawyers and their firms will probably take very little – and in some cases, NO
05/09/2018
Credit Suisse: Thiam’s Asia dreams come true
It has taken a while, but a corner has been turned.
05/09/2018
Reyl group reports nearly 20% AUM growth in 2017
Reyl Group is currently looking to strengthen the ties between its branches worldwide and its business lines.
05/09/2018
Forbes Ranks Darlene Murphy of Wellesley Asset Management One of the Top 50 Women Wealth Advisors in America
"Being a financial advisor is a great career for women, and I hope that lists like these encourage more women to enter what is still a largely male-dominated field.”
05/09/2018
BNY Mellon's Pershing Adds Capital First Trust Company to Its Trust Network
Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.
05/09/2018
Schwab ramps up RIA tech and digital innovation
Teams will be tasked with developing better digital experiences for retail investors and advisors. The firm did not disclose the amount it was investing in developing these hubs.
05/09/2018
Schroders launches first fund investing purely in onshore China
Through our investment lens, we are able to identify exciting opportunities in the dynamic mid to small cap space
05/08/2018
Seizing the Global HNW Expat Opportunity takes centre stage
According to the company’s latest report, ‘Seizing the Global HNW Expat Opportunity’, 65% of wealth managers target HNW expats.
05/08/2018
Citi Private Bank Hails Fernando Alonso’s Superb World Endurance Championship Debut Race Win
His triumph could barely have been more dramatic, with his Toyota TS050 Hybrid crossing the finish-line just 1.4 seconds ahead of the next car.