04/26/2016
Van Lanschot presents strategy update 2020
Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients
04/26/2016
British wealth manager reports record gross inflows for Q1
Client retention during the quarter was strong at 95 percent of client funds, it added in a statement.
04/26/2016
The range will be exclusive to SJP clients.
04/25/2016
Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity
04/25/2016
The 2015 compensation report, which is part of the bank's annual report, will be presented to investors for a consultative vote.
04/25/2016
The biggest discounts were offered to institutions that backed new products. Asset managers are tempting investors to new products by marking fees down 37 per cent in Europe or 22 per cent in the US.
04/25/2016
The chairman of a Chinese wealth management company whose disappearance last week sparked alarm has strongly denied taking investors' money.
04/25/2016
St. James’s Place is working with Metro Bank to launch further products in 2016.
04/25/2016
Mbmg Group has carved a niche within the country's wealth management industry - an independent offering combining investments, insurance, corporate solutions and family office services. And it charges for the quality of its advice.
04/25/2016
Former chief executive, who left after 2012 Libor-rigging scandal, reportedly teaming up with US-based firm Carlyle to buy Barclays’ African operations
04/25/2016
CAF is one of the largest providers of philanthropic services to charities and donors worldwide.
04/25/2016
Canaccord Genuity Wealth Management reveals the secrets of how they did it
04/25/2016
“Swiss private banks got a massive wake-up call in the past 10 years,” Mr Collardi said, referring to the demise of secrecy laws that were a significant selling point for Switzerland’s private banks until 2009.
04/22/2016
Old Mutual Wealth has declared itself a vertically integrated business with its discretionary and advice services, funds and a platform…
04/22/2016
Swiss private banks target overseas growth as uniqueness vanishes
After the clampdown on tax evasion, lenders can no longer depend on their old strengths.
04/22/2016
Asia’s Super Rich Focus of Private Banks Shakeup
It’s a mistake to say private banks are scaling back in Asia, as some headlines may assert, but clearly change is afoot as wealth management units are merged, acquired and restructured all in an effort to boost profitability and remain competitive.
04/22/2016
Hedge fund manager goes from billionaire to millionaire in profits plunge
His salary was also slashed from £31.8m to £16m as profits plunged to £84.1m last year, down from £174.2m the year before.
04/22/2016
Coutts declined to comment
04/22/2016
"It is a (strategic) fit that has very little duplication," he said.
04/22/2016
To lead the endeavor, the firm partnered with Mark Wesson, a 28 year veteran in the financial services industry with experience in managing the regional wealth groups at SouthTrust,