08/16/2017
Alibaba-Backed Wealth Firm Opens
Its Ant Financial arm also offers a wealth management app.
Wealth and Asset Management
08/16/2017
Female Clients Need Encouragement, Validation from Advisors
Women face many additional challenges when it comes to wealth management.
08/16/2017
A-share firms bank on wealth management products to boost books in slowdown
A-share firms’ holdings of wealth management products have risen from 7.1 billion yuan in 2012 to 743 billion yuan so far this year
08/16/2017
‘Ganbei Guernsey’ will mark first year in Hong Kong
The three panellists will present real-life case studies of how Guernsey provided a solution for their business or clients.
08/16/2017
ADGM offers foundations for wealth management
ADGM’s Foundations regime supplements its existing suite of products and services available to families.
08/16/2017
Julius Baer: Green Light in Luxembourg
Luxembourg will become the hub for the European business, complete with an overhauled IT platform.
08/16/2017
Vontobel's Twentyfour Surges Ahead
The company and its CEO Mark Holman are profiting from the global distribution network of Bank Vontobel.
08/16/2017
UBP joins Swiss Structured Products Association
Union Bancaire Privée new buy-side member of SSPA
08/15/2017
Hargreaves Lansdown enjoys end-of-tax-year boost
Despite 'considerable investment challenges'
08/15/2017
Close Brothers swaps tracker for Schroders' US income fund
Like Schroders’ other Maximiser funds, the US vehicle – launched in April – boosts its yield by writing call options on underlying stocks.
08/14/2017
Advantage Malta: targeting high-net-worth individuals
Mr Briffa is synonymous with the operation of Sun Seeker Malta, and through his company Yacht Hub has strengthened the brand’s presence in the Mediterranean region.
08/14/2017
Asset managers must be nimble to navigate dynamic savings landscape
Standard Life Aberdeen begins life at a time when clients expect new products and solutions to meet their changing needs
08/14/2017
Lloyds to push deeper into wealth management sector
UK bank to expand pension and investment products to existing customers
08/14/2017
Prestige and the weak pound draw wealthy Arabs to UK schools
They are increasingly being joined by students from Asia.
08/14/2017
Merger of Aberdeen Asset Management and Standard Life completes
It will have over 1,000 investment professionals and AUD $988* billion in assets under management.
08/14/2017
Performance-related pay and banking do not mix
Many of the scandals we are still wading through stem from poor incentives
08/14/2017
ZKB Plans Revamp of Private Banking Services
The conditions and service arrangements will be adjusted accordingly.
08/14/2017
Swiss Wealth-Management Industry is looking to strengthen in Asia
Wealth-management activities for Asia developing from bases in Switzerland makes sense.
08/11/2017
Old Mutual on track for split; plans to float two more units
The group’s stake in US-based Old Mutual Asset Management will be sold down to 6 per cent later this year.
08/11/2017
Old Mutual pumps £200m into wealth arm ahead of float
Strong trading and profits in a year of investment