10/14/2016
Wealth Managers, Be on Lookout for Scams Targeting Elderly Clients
One growing concern is when elderly clients are asked to buy unsuitable financial products
Wealth and Asset Management
10/14/2016
Sanlam merges wealth arms, courts advisers in SJP challenge
We have a vibrant and talented boutique asset management business within the group.
10/14/2016
Asia's rich investors embrace social-impact investments, not wealth managers
Asian high net worth individuals are less likely than other regions' HNWIs to entrust their assets to a wealth manager
10/14/2016
UBS's Haefele Expects China to Continue Stimulus
The month of September and examines fallout from Brexit in the British pound.
10/14/2016
Asian Private Banking: Who's Next to Go?
Some have since been caught out by the financial crisis.
10/14/2016
Swiss Private Bank UBP Ponders Asia Deals After Coutts Purchase
UBP is open to making additional acquisitions as consolidation among regional wealth managers accelerates
10/14/2016
Julius Baer Group Ltd. successfully places a second SGD-denominated perpetual tier 1 subordinated bond
The placement has been executed in a short time frame in order to take advantage of an attractive market window.
10/14/2016
Man Group Jumps Most in Six Years After Net Inflows Surprise
The net inflows were driven largely by the appetite of institutional clients for our quant alternative and quant long only strategies.
10/13/2016
Advisers take flight from Morgan Stanley
Twenty-four teams leave in third quarter on top of 26 in second quarter
10/13/2016
Scared and Confused
A financial wellness program focused on proven, practical action steps toward lasting behavior change is the solution
10/13/2016
Asia's rich investors embrace social-impact investments, not wealth managers
Asian high net worth individuals are less likely than other regions' to entrust their assets to a wealth manager
10/13/2016
Charity Authorised Investment Fund (CAIF) - finally a new investment vehicle for the charity sector
The CAIF opens the door for new charity pooled investment funds to be established, as well as the conversion of existing common investment funds to the new model.
10/13/2016
Ascot Lloyd mulls AIM listing to fund expansion plans
The independent advice firm is currently in talks with investors about the possible listing but would divulge no further details at this stage.
10/13/2016
Sanlam combines DFM and advice arms
The South African insurer says that the restructure is part of a plan to provide “holistic advice, investment and asset management” in the UK.
10/13/2016
The Wealth Wallahs
The Wealth Wallahs is more than a delightful peek into the world of wealth
10/13/2016
Societe Generale says looking to cut workforce in Switzerland
The private banking activity of Societe Generale in Switzerland is considering reducing its workforce
10/13/2016
UBS/PwC Billionaires Report reveals billionaire wealth declining by $300 billion
Average billionaire wealth dropped from $4.0 billion to $3.7 billion
10/13/2016
Sanlam unveils adviser buy-out plan
Sanlam Partners, a new initiative to give “culturally aligned” financial planning firms
10/12/2016
Cayman Enterprise City and Strategic Wealth Preservation Announce Partnership
The strategic partnership is being developed with a focus on CEC’s Cayman Commodities and Derivatives Park.
10/12/2016
Finance firm boss faces £1 million fraud charge
It is expected that formal committal proceedings will take place on 21 November.