11/17/2016
Ethical wealth firm partners with LGT Vestra for launch
David Scott, managing partner at LGT Vestra, added: 'It is clear that many clients are looking to achieve a greater level of positive impact with their wealth.
Wealth and Asset Management
11/17/2016
China’s tightened rules on wealth management products having little effect
Suggestions a trial has now begun to bring unsecured Chinese WMPs, one of the main sources of shadow banking, onto banks’ balance sheets
11/16/2016
Family councils and wealth succession planning
Family councils are a good way to manage the wealth
11/16/2016
Wells Fargo Goes Robo With SigFig Wealth Management
Digital advice services typically use automated computer models to help build investment portfolios for investors
11/16/2016
Meristem Family Wealth Accepts Capital Investment by Richard Schulze-Led Investor Group
Best Buy founder part of team providing growth capital to help fuel Meristem market expansion, investments in client-focused resources
11/16/2016
Aberdeen Asset Management Opens Office In Abu Dhabi Global Market
Aberdeen is also the first international asset manager registered with ADGM, setting its base at Abu Dhabi's financial free zone.
11/16/2016
ICBC, Credit Suisse venture launches novel China ETF
ICBC has launched a UCITS ETF tracking the S&P China 500 Index
11/16/2016
The rise of Mauritius: Africa's fastest growing wealth market
According to the report, the island also boasts some of the most exclusive real estate in Africa
11/16/2016
Guernsey launches the smart and simple Private Investment Fund
Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.
11/15/2016
Lossmaking online wealth manager Nutmeg raises £30m
Low-cost ‘robo-advisers’ trying to reshape financial advice have had limited success
11/15/2016
Julius Baer sees higher investment flows into developed markets on Trump
He expected the move into equities to continue in the near term, along with increased inflows into developed markets.
11/15/2016
Metro Bank has agreed to offer cash accounts to clients of St James's Place
The older, more established, of the two companies called Metro an innovative banking partner.
11/15/2016
For UBS Private Bankers, Christmas Party a Mainstay
UBS on a strict cost cutting program and plans to maintain an annual Christmas party in a more austere fashion
11/15/2016
Wealth Management Firm To Create Belfast Jos
The company's expansion into Belfast will create 42 jobs and has been supported by a £252,000 investment from Invest NI
11/15/2016
Wealth management is and always has been a relationship business
Honest, profound and thought-provoking
11/15/2016
EFG International Completes BSI Takeover in Singapore
The process of taking over BSI's operations will be executed market by market, according to the statement.
11/15/2016
Brewin and Charles Stanley told to ‘significantly' open up
The pair were among 40 firms listed as tier three signatories in the Financial Reporting Council’s Stewardship Code.
11/15/2016
Fairstone Group to add £30m FUM with Bankfield deal
Full acquisition planned after integration period
11/14/2016
VP Bank Fosters Business Development in Asia
VP Bank is positioned as a boutique bank for both target groups – with top-notch solutions and services.
11/14/2016
Novia Global adds three DFMs to platform
The Novia Global integrated investment portal was launched in March this year with five DFMs