11/13/2015
Wealth manager launches managed portfolio service
They will be available on the Standard Life Investment Hub platform at launch.
Wealth and Asset Management
11/13/2015
FCA chairman wants “less is more” approach to wealth manager regulation
FCA chairman John Griffith-Jones has spoken out on the “realistic, if not ideal” delay to MiFID II, while acknowledging the need for a “less is more” approach to the regulation of wealth managers
11/13/2015
Art Appreciation as a Lure for Ultra-Wealthy Clients
Some of his team’s clients are institutions that work with artists, some are artists whose work fetches prices that have made them very rich, and others are ultra-high-net-worth clients who collect art.
11/13/2015
The Richest Family Offices, Ranked
Silvercrest, the second fastest-growing family office in our ranking, has to keep both clients and investors happy: Its shares trade on public markets
11/12/2015
Julius Baer Group Ltd. successfully places SGD-denominated perpetual tier 1 subordinated bonds
The securities carry a coupon of 5.90% and include an optional redemption call on 18 November 2020 or on 18 November of each year thereafter.
11/12/2015
Finding your rung on the wealth ladder
A new book by inequality writer Max Rashbrooke called Wealth and New Zealand attempts to lift the lid on how wealth is spread.
11/12/2015
Pictet Says Gulf Asset Managers Are in a ‘War of Fees’
His role includes sovereign wealth funds, central banks and pension funds in the six-member Gulf Cooperation Council region.
11/12/2015
Lombard Odier in joint venture with Thai bank
Has spun off its private banking business from retail banking as a new business division to increase its flexibility to run wealth management and to cash in on the opportunities in this segment.
11/12/2015
Canaccord Genuity Wealth Management launches new global equity portfolio
The committee uses a multi-disciplinary approach to identify companies throughout the world that have the potential to deliver attractive returns
11/12/2015
Old Mutual teams up businesses for South Africa HNW investors
Old Mutual Wealth is teaming up its various divisions, including Old Mutual International and Quilter Cheviot, to offer an all-round service to investors in South Africa ahead of next year’s Retail Distribution Review.
11/12/2015
Melrose Arch welcomes Sasfin Wealth
The building at Melrose Arch in Johannesburg, which is the new home to Sasfin Wealth’s offices
11/11/2015
Ultra Wealthy Buyers Seek Non-Traditional Homes Abroad, New Study Shows
Wealth-X has identified more than 211,000 ultra high net worth individuals globally – defined as those with US$30 million and above in net assets – and 79% of them own two or more residences.
11/11/2015
Winners Of The WealthBriefing GCC Region Awards 2015
Wealth management professionals working in the Gulf Co-operation Council region of the Middle East gathered in the sumptious surroundings of Dubai's Mina A'Salam hotel to honour outstanding individuals and firms in their sector last night.
11/11/2015
Aberdeen close on Edinburgh deal
Ernst & Young made the offer to Edinburgh shareholders on behalf of Aberdeen.
11/11/2015
Global earnings season offers sufficient hope by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners
Only US earnings continue to beat expectations, which is another sign that the US economy is doing rather well and justifies the US equity market’s recent strength.
11/11/2015
UniCredit signs binding deal with Santander to merge asset management units
In a statement UniCredit said it expected the deal to be fully completed in 2016
11/11/2015
RLAM CEO: 'In a few years' time, there will be no institutional investor, it will all be retail'
Royal London Asset Management CEO, Andrew Carter, tells Hardeep Tawakley how the group is 'reinventing itself' to broaden its appeal to retail investors and capitalise on new pensions freedoms.
11/11/2015
The Pros and Cons of Virtual Family Offices
Benefits include direct control and flexibility and diverse investment perspectives
11/11/2015
Wealth management poised to boom—in segments
But although wealth managers might be considering shifting their attention to millennials as they try to capture those fees
11/10/2015
Consolidator boosts assets by £50m with South West IFA buy
The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.