06/12/2017
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.
06/12/2017
The IAM also announced the addition to its board of a seasoned wealth manager with strong Asian links and experience.
06/12/2017
Bedrock was founded in 2004 by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi as one of the first independent investment boutiques.
06/12/2017
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/11/2017
China's fast-expanding wealth management industry has been considered a source of financial risk, as off-balance-sheet WMPs channel deposits into risky investments without enough regulation.
06/11/2017
The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth
06/11/2017
How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?
06/10/2017
Money managers at risk of losing market share to digitally savvy disrupters
06/09/2017
Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.
06/09/2017
They face similar succession issues as individuals from many other countries.
06/09/2017
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/09/2017
We are proud to have been voted the winner of this prestigious award
06/09/2017
The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.
06/09/2017
The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.
06/09/2017
The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.
06/09/2017
We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.
06/09/2017
After his presentation he told Business Insider that the majority of high-net-worth money managers are ignoring Wall Street's wave of digitalization.
06/08/2017
The retail division currently has about 400,000 affluent clients in Asia, with assets ranging from $100,000 to $10 million.
06/08/2017
The Charter incorporates five high-level principles together with examples of measures to guide PWMA members in their implementation.