05/22/2015
How our Asset Management Awards were won
Last night AsianInvestor celebrated its Asset Management Awards with the cream of the industry. Here we reveal four winners announced on the night, and explain why they won.
Wealth and Asset Management
05/22/2015
Wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
Jersey described as ‘one of the first and best’ in shaping transparency landscape at London conference
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
Investec eyes global growth in wealth management
Mr Elliot said: “We are targeting two areas — the expatriate market and the Hong Kong Chinese markets.
05/22/2015
Vistra Group to be acquired by private equity firm
The Vistra Group management team will continue to hold a significant shareholding in the Company after completion.
05/22/2015
Swiss Bankers Respond To Privacy Initiative
Report by René Matteotti, Professor at the University of Zurich, on the “Yes to the protection of privacy” initiative (Matter Initiative)
05/21/2015
Should wealth managers still offer advisory?
The rise of discretionary has continued unabated in recent years.
05/21/2015
The Value Of Wealthy Clients For Professionals
When it comes to the wealthy, the math on the asset side of the profit and loss statement is pretty simple.
05/21/2015
Wealth Adviser: Confronting Conflicts Among Broker Teams
Financial advisers and investors now can compare how their net worth and investment styles compare to that of President Obama and his wife.
05/21/2015
Old Mutual Wealth sees sales go up at Intrinsic
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
Odey Asset Management raises stake in Plus500
The wealth management firm now holds 14.09% interest in Plus500, after purchasing 1,605,000 shares in the broker on Monday.
05/20/2015
Europe Assets 'Topic du Jour' Among Wealthy: Smiles
Simon Smiles, the Zurich-based chief investment officer for ultra-high-net-worth individuals at UBS Group AG, talks about investors' interests in European assets
05/20/2015
Why Cantor's Wealth Division Is Faltering
It's a really formidable challenge for firms to get into the high-end wealth management market and leverage off their name without a solid strategy," says Brian Hughes, president of Philadelphia consulting firm Hughes Growth Strategies.
05/19/2015
Luxembourg private bank opens Hong Kong office
Considering the growing number of high-net-worth individuals in and around Hong Kong, there is substantial demand for quality asset management.
05/19/2015
DST partners UK wealth manager
The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content.
05/19/2015
UK Private Bank signed as sole financial advisers to London Paramount
A London-based private banking firm has signed up as sole financial adviser to a ‘Best of Hollywood meets Best of British’ Disneyland-style resort planned in Kent.
05/19/2015
SYZ Asset Management: First eight months of success for Michael Clements
In an economic context that is fundamentally favourable to European equities, Michael Clements and his team can detect many undervalued stocks ripe for appreciation as a result of his long-term contrarian investment approach.
05/19/2015
A good place to start
But Investec is adamant that its new approach to servicing its clients, called One Place, is not some clever marketing ploy
05/19/2015
New adviser launches for high net worth women
The women-only firm is based on a similar model, with founder and managing director Indre Butkeviciute telling FTAdviser that after speaking to many people in the industry, this area appeared to be an under-served niche.