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Wealth and Asset Management

01/31/2017

Charles Stanley Sees More Trading And Improved Revenue In Quarter

The group reported in November of last year that it had concluded the remuneration consultation.

01/31/2017

New Zealand wealth operation next on the block for ANZ

It has been confirmed that the New Zealand wealth business will not be part of the deal for which an information memorandum is due to be released by early March.

01/31/2017

World Gold Council and State Street Global Advisors Announce the Launch of GLDW, the First US-Listed Gold-Backed ETF Designed for a Strong US Dollar Environment

GLDW Designed to Help Investors Access the Potential Benefits of Gold and Counter the Historically Negative Correlation Between a Strengthening US Dollar and Gold Prices

01/31/2017

Fund sales tumble £12.1bn in 'extraordinary' year

Passive funds under management hit an all time high of £141 billion.

01/30/2017

Competition and governance issues result in exit of some private banks

Singapore’s Business Times recently reported that in the past two years, eight foreign private banks have exited or will soon exit Singapore.

01/30/2017

Quilter Cheviot Acquire Attivo Investment Management Limited

This development demonstrates our commitment to a proactive growth strategy and is a statement of our confidence in the UK’s economy.

01/30/2017

China: 157 billionaires and not enough wealth advisers for them all

The Chinese market should be good for international tax planners

01/30/2017

Forget the Vintage Porsche, Everyone Wants an El Camino

A similar version without a celebrity connection fetched almost $73,000.

01/30/2017

Planning ahead for Gulf businesses succession plan

It’s the first time that people think about family governance and also corporate governance of the companies.

01/30/2017

How China’s luxury consumers moved on from bling to doing their own thing, opening space for niche brands to prosper

Consumers have a lot of information across many platforms.

01/30/2017

Savior of Private Banking?

Why is UBS so concerned about how comfortable the wealthy feel investing?

01/30/2017

America's billionaires add a combined $15.8BN to their net worth during Donald Trump's first week in office

Trump's first week in office saw a rise in profits for America's wealthiest

01/30/2017

Investment milestone for Cheshire management firm

The business manages £595m of assets in total, for more than 850 families.

01/30/2017

Tilney Bestinvest rebrands as the Tilney Group

The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.

01/30/2017

Senior banking technologists quit to become fintech gurus

Top technologists are reinventing themselves as fintech gurus

01/30/2017

HSBC Bank Oman reports profits up 31 per cent, names new chairman

Other operating income fell to OMR 0.6 million primarily due to the non-repeat of the gain on the disposal of legacy investments of OMR 4.6 million being booked in 2015.

01/30/2017

Banker thrives on her mantra

It was in such situations where she stretched her limits.

01/27/2017

Swiss private banks see asset influx after US election: Baer CEO

While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.

01/27/2017

St James’s Place to publish bond and pension charges online

Move for greater transparency follows increased scrutiny of industry fees

01/27/2017

Swiss financiers call time on ‘business bashing’

Switzerland is currently overhauling its financial rules

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