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Wealth and Asset Management

04/02/2017

Lombard Odier sees a high growth potential in Oman market

Lombard Odier is a private independent bank which is owned and managed by six partners.

03/31/2017

Philanthropists Are Pre-Qualified HNW Prospects

An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.

03/31/2017

Real Estate Investment from High Net Worth Individuals on the Rise in U.S.

Multifamily is Most Attractive Property Investment Type

03/31/2017

Wealth managers play ‘robo advisers’ at their own game

Automation and big data mining are helping human planners compete

03/31/2017

deVere Steps In With Expat Banking Solution

Opening the bank allows deVere to offer a complete financial and banking solution to our clients.

03/31/2017

MetLife taps JPMorgan as mammoth ANZ Wealth sale starts

ANZ will distribute an information memorandum for buyers as early as Friday, and parties are keen to finally see details around the transaction's structure and timeline.

03/31/2017

Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year

The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.

03/30/2017

HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors

Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.

03/30/2017

Hedge-Fund Owner Peregrine Considers Split to Boost Returns

This proposed split could be an alternative way to unlock value.

03/30/2017

After Article 50 what next for Investors asks Schroders

But now that the trigger has been pulled on Article 50, what next?

03/30/2017

Singapore tops list of countries where rich Indonesians stashed funds

The government had set a repatriation goal of 1,000 trillion rupiah, but only about 146 trillion rupiah has been brought back as of Wednesday.

03/30/2017

Google will disrupt funds management, says machine learning expert

A new powerful funds management machine will likely emerge

03/30/2017

Diversify With Swiss Equities

Behavioural finance calls this phenomenon home bias.

03/30/2017

The Future Of Financial Advice And Wealth Management

Calcagni’s firm completed six acquisitions of smaller advisory firms in the last six months.

03/30/2017

WH Ireland private client assets climb to above £1bn

The group provided no further context for the outperformance.

03/30/2017

Harwood taps investors for £10m to extend buying spree

Client assets under management more than doubled from £276 million to £693 million.

03/30/2017

SJP under the microscope: Where does the profit come from?

Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.

03/30/2017

BlackRock’s Swan expands role as three managers exit

The asset manager has also decided to move leadership for its GEM strategies to Asia.

03/30/2017

Harwood Wealth Management to raise £10m to fund acquisitions

Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.

03/30/2017

UBS Asset `Doubling Down' on China's $8 Trillion Bond Market

Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”

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