11/15/2016
Wealth management is and always has been a relationship business
Honest, profound and thought-provoking
Wealth and Asset Management
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
11/14/2016
Right place, right time
The squeeze, supported by increasing pressure from society and politics, has seen the banking industry adopt an increasingly-defensive position.
11/14/2016
Brooks Macdonald strikes first international alliance
The alliance will enable Abacus’ local clients to access Brooks Macdonald’s full range of international investment management services
11/14/2016
UBS Wealth Management Executive on Why Luxury Hubs Have to ‘Fight for Survival’
Claudio Saputelli advises that housing should be considered in terms of long-term consumption rather than just an investment
11/14/2016
UK Stewardship Code: FRC grants KBI Global Investors Tier 1
Announces the results of its fund manager assessment programme
11/14/2016
Aberdeen IFA takes assets to £250m with acquisition
The company currently have four members of staff, including Brydon, all of whom will join McHardy with immediate effect.
11/14/2016
Consolidator signals fresh buying spree as assets hit £2bn
The board will continue to execute its strategy of making selective acquisitions and increasing the breadth of AFH’s national footprint
11/11/2016
UBP Awarded Best Private Bank and Best Fund Manager at WealthBriefing GCC Region Awards 2016
The WealthBriefing GCC Region Awards showcase best of breed providers in the global private banking, wealth management and trusted advisor communities.
11/11/2016
HLB Mann Judd expands in WA
Sovereign Plus has strengths in financial health checks, wealth generation strategies, financial structure advice and estate planning strategy development.
11/11/2016
Built with Purpose - Bank of the West Wealth Management Group Focuses on Helping Clients Find a Purpose in their Philanthropy
Bank of the West educates and empowers investors to think strategically and holistically about philanthropic goals and identify ways to deploy capital to meet those goals
11/11/2016
Perth advice firm merges with HLB Mann Judd wealth arm
The addition of the new firm will provide HLB clients with a broader range of services, the statement said.
11/10/2016
Higher costs or lower revenue? Wealth firms split on fiduciary compliance
The goal was to eliminate the possibility that wealth managers could pad their commissions by making trades clients do not need.
11/10/2016
No Laptop, No Phone, No Desk: UBS Reinvents the Work Space
There are no laptops to lug around, and their phone numbers follow them from desk to desk or to their mobile devices.
11/10/2016
Schroders takes stake in technology provider
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/09/2016
UK wealth managers show support for automated services
Wealth managers believe the demand they currently experience for automated investment services will increase in the next two years