07/10/2017
Citibank wealth management unit sees client growth for 2017
The bank said its digital transactions were gaining traction amid a 20 per cent drop in teller and phone transactions
Wealth and Asset Management
07/10/2017
Service Awards: huge selector response shows quality is crucial
Probably they have too many clients and they cannot cope at all.
07/10/2017
Fidelity tops list of UK fund-pickers’ favourites
Fidelity comes top of consultancy's annual list of funds popular with UK retail buyers
07/07/2017
KBC recognised for world’s best transformation of a financial institution
KBC wins 2017 Euromoney Global Awards for Excellence for World’s Best Bank Transformation, Best Bank Transformation in Western Europe and Best Bank in Belgium
07/07/2017
New Firm For UHNW Joins Raymond James
Requisite Capital, a hybrid firm, is using FallLine Securities as its broker-dealer and private wealth management services provider.
07/07/2017
Ohanessian vindicated by record Praemium inflows
This drove Praemium's total funds under administration to $6 billion.
07/07/2017
Rothchild, Espresso house, and Pinault family
It will not be a significant challenge for our business.
07/07/2017
Guide urges consumers to ask tough questions of wealth managers
It also implies it is much better to seek out a wealth manager that provides independent financial planning.
07/07/2017
NAB apologises for wealth adviser breach
Customers were issued statements of advice and financial services guides that ASIC said failed to fully disclose the connection between the financial adviser, the financial advice licensee and the products that the adviser was recommending to the customer
07/07/2017
Japan's MUFG to leverage Morgan Stanley expertise in wealth management foray
MUFG's foray into wealth management comes as profitability at Japan's banks is pressured by negative interest rates and tepid corporate demand for cash during a period of weak economic growth.
07/07/2017
Ex-Coutts and Barclays pair launch new firm
There is little information currently available on CubicStone, however it will focus on providing wealth management services and specialised finance for individuals and companies.
07/06/2017
Liontrust reports drop in quarterly net flows, addresses FCA asset management report
Liontrust said it is in a strong position to a co-operate with the FCA's calls to cut costs and increase transparency in the £7trn investment sector
07/06/2017
Unigestion wins Boutique Asset Manager of the Year
The judges selected Unigestion based on a number of developments at the firm over the past year.
07/06/2017
Capita Asset Services to be acquired by Australian listed financial services provider
Capita Asset Services has operated in Jersey for more than 60 years, employing over 200 people from its offices in Castle Street.
07/06/2017
Are Rothschild’s new MDs the most fortunate people in finance?
Becoming an MD or partner at Rothschild is a big deal
07/06/2017
How Bento is democratising wealth management
Bento uses algorithms to test-out strategies for clients
07/06/2017
Wealth managers on course to extend winning run after solid H1
June proved a more challenging month for investors across all currencies and risk ranges
07/06/2017
95% of Deutsche Bank Wealth Management strategies generated positive absolute returns in first half
We are proud that we have the ability to tailor our strategies to our clients’ needs
07/06/2017
Profile: Coutts' wealth boss on her plans to double assets
For Stowell, a key part of meeting client needs is having a strong wealth management proposition.
07/05/2017
Singapore’s APS Asset Management inks deal with Rothschild Asset Management
This alliance also involves general marketing which Rothschild Asset Management will extend to APS in the US. In Asia, APS will extend similar support to Rothschild Asset Management.