06/09/2016
With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.
06/09/2016
Students pay around £8,500 and will study towards the Institute of Financial Services Diploma in Financial Advice.
06/08/2016
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
BCG estimates that offshore money lodged in Singapore will grow to $1.7tn by 2020, compared with the UK’s $1.6tn.
06/08/2016
If Britain opts to leave the EU later this month it would then face at least two years of talks with Brussels to negotiate its departure.
06/08/2016
Neptune to launch a wealth arm
06/08/2016
The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.
06/08/2016
This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.
06/08/2016
Even amid subdued activity, Share said that independent research indicates it has performed better than peers.
06/08/2016
The technology modernisation project is set to be completed by the end of 2017.
06/08/2016
Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.
06/08/2016
The acquisition has no significant financial impact on the Societe Generale group.
06/08/2016
These ultra-high wealth consumers only spend about 4 percent "on luxury consumables excluding yachts planes and large luxury assets"
06/08/2016
But it's not an easy business to capture, and gaining market share is very expensive.
06/08/2016
In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal
06/07/2016
Over half of HNWIs surveyed believe it is important for their financial advisor or wealth manager to have a strong digital offering – a proportion that rises to almost two-thirds among HNWIs under 45 and in Asia, the report said.
06/07/2016
Financial giant buys South Florida wealth management company
The financial giant bought the local company for $275 million.
06/07/2016
Two drivers that will accelerate this democratization of wealth management are a shift in investor preferences and advances in technology.
06/07/2016
Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.
06/06/2016
“This reflects how the way we work is changing,” the company said in a memo.