08/13/2015
Planners must fight to preserve voice amid IFP merger
Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place
Wealth and Asset Management
08/13/2015
Equistone backs Wealth at Work in £50m buyout
Equistone Partners Europe completes £50m management buyout of financial services company from Palatine Private Equity
08/13/2015
As yuan falls, China's rich seek safe havens offshore
China's economy doesn't look very good.
08/13/2015
Brewin Dolphin rebrands Managed Funds Service
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Does Stifel Have an Attrition Problem?
Advisor attrition is high, but the details are what make or break this deal
08/12/2015
Sesame cuts 69 jobs as wealth network shuts doors
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
Macquarie advisers defect to start independent firm
Wrightson was with MPW for 15 years and was most recently division director for the group.
08/12/2015
What interviewers really want to know in private banking interviews
If you’re heading into a private banking interview, get set to be grilled on a wide range of topics
08/12/2015
Tax authorities urged to be more vigilant over the super-rich
Tax advisers have warned their wealthy clients that they are in the sights of tax authorities.
08/11/2015
Deutsche Asset & Wealth Management’s US X-trackers Platform Surpasses USD 20 Billion in Assets Under Management
Deutsche Asset & Wealth Management’s global exchange-traded platform launched in 2006, and is the world’s fifth largest ETF provider with approximately USD 76.9 billion in assets under management.
08/11/2015
Deutsche Bank Follows Shake-Up Plan: To Sell Indian Unit
The deal will mark Deutsche Bank’s exit from India's highly-competitive mutual fund industry.
08/11/2015
Asset allocator with Quilter Cheviot Jersey
The open-architecture, multi-asset class approach starts with an independent team of research analysts who formulate their own views on equity sectors, and a large team of collective fund analysts.
08/11/2015
Barings lays out options for setting up shop in China
Baring Asset Management is weighing up the best China entry point, including a joint venture or a whollyowned office, as it looks to establish a physical presence on the mainland.
08/11/2015
GAM buys $1.2bn real estate finance business
The team currently manages approximately USD 1.2 billion of investor committed capital
08/11/2015
CISI merger:OCM Wealth warns of 'death of chartered planner'
'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.
08/11/2015
deVere’s Nigel Green wins Finance Monthly CEO award
The 2015 Finance Monthly CEO Awards celebrate the success, innovation and strategic vision of CEOs across a number of sectors and industries.
08/11/2015
Sanlam acquisition puts wealth assets at £1bn
Sanlam Wealth Planning has acquired a wealth management firm with more than £150m in assets, taking the division’s total assets to more than £1bn.
08/11/2015
Ferguson Wellman co-founder dies at 82
Wellman and Joe Ferguson co-founded the firm that became Ferguson Wellman Capital Management nearly 40 years ago.
08/10/2015
Swiss National Bank hikes exposure to Indian companies
Among American companies, SNB raised its stake in giants like Apple Inc, ExxonMobil and Microsoft
08/10/2015
Banking on the rich
With private wealth in Oman growing exponentially over the last couple of years, all the banks in the sultanate expect double digit growth in the priority banking business and plan to expand the segment.