09/25/2017
Wealth consultancy set for AIM float
It has more than 250 consultants working across nine cities and claims to have worked with 17 of the 20 largest global asset managers.
Wealth and Asset Management
09/25/2017
SJP to review £5bn Threadneedle mandate
SJP has mixed form in its reaction to manager changes.
09/25/2017
Laying the foundations for wealth management in Vietnam
But the market needs to start somewhere.
09/25/2017
Wealth managers swap cash for bonds as caution persists
But central banks are indicating that their overall intention is towards raising interest rates.
09/22/2017
How Has Fintech Impacted the Wealth Management Industry?
The same principle can also be applied to the wealth management sector.
09/22/2017
Banks bail out of wealth management
The big banks are abandoning their wealth management businesses and add-ons like life insurance.
09/22/2017
Reimagining wealth management for the digital age
Has predicted that the retirement of Baby Boomers would result in unprecedented transfers of wealth.
09/22/2017
UK wealth managers get French rival
We have no legacy issues to deal with
09/22/2017
ANZ: Wealth Auction Upset?
Negotiations between MetLife and ANZ Banking Group on the sale of the latter's wealth operations are said to have broken down, according to the report.
09/21/2017
Merrill Lynch to Accelerate Release of 2018 Comp Plan
The new compensation plan is likely to include a supplemental payout grid tied strictly to the new household metric, said a person who spoke to people briefed on the likely strategy.
09/21/2017
Transforming funds delivery for a new wealth landscape
This aims to give private banks some relief from their ongoing regulatory and compliance burden
09/21/2017
Ex Merrill Lynch CEO Sallie Krawcheck got best financial advice not from any expert, but someone at home; know who
Former Merrill Lynch CEO Sallie Krawcheck who has been making headlines in the recent past for raising $34 million for her digital investing platform for women, has credited her mother for giving the best financial advice.
09/21/2017
Raymond James Financial Reports August 2017 Operating Data
Financial assets under management reached a record $93.9 billion, up 26 percent over August 2016 and 1 percent over July 2017.
09/21/2017
Quilter Cheviot spent £8.5m for Attivo's wealth arm
In its results for the six months to the end of June 2017 Old Mutual Wealth stated Quilter Cheviot’s funds under management had grown to £22.5 billion.
09/21/2017
Brooks Macdonald's new CEO reveals growth plans
Sold property business
09/21/2017
Guggenheim CEO denies links to female exec’s $13M mansion
Court, who has been with Guggenheim since 2010, is on a sabbatical that was expected to end Sept. 1 but was extended 30 days.
09/21/2017
Human Resources in Private Banks are Highly Challenged
Private banks will see the fastest growth in assets under management over the next five years in India, according to 27 percent of poll respondents.
09/21/2017
Bellpenny boss: Consolidation is just starting
My belief is that consolidation is just starting.
09/20/2017
UK manager targets US wealthy
UK-based James Hambro & Partners has launched a new investment management service for American clients.
09/20/2017
Surviving Asia’s streamlined private banking landscape
From some perspectives, this is long overdue.