08/15/2016
HK’s CMBC invests in Asia wealth management biz of Carret Investments
The shares of which are listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange.
Wealth and Asset Management
08/15/2016
Ignition Wealth launches financial wellness profile
Ignition Wealth used a Class Super conference to launch the technology
08/15/2016
Discretionary fund manager teams up with financial planners
Currently has a 93 strong investment team, which will be available to Pareto.
08/15/2016
Lord Rothschild warns of unchartered waters amidst ‘greatest monetary experiment’
This represents a net asset growth of £87.9m year-on-year, and £567m growth in the last three years alone for the trust which deals in quoted securities and special situations.
08/15/2016
Margetts Wealth targets £1m breakthrough after relocation
Using more than 75 years’ combined experience, the firm works with individuals and business owners to identify where they need support and expert advice on investments
08/12/2016
SJP’s charging structures must be more transparent
There seems to be alchemy going on here, as well as the misleading concept to their customers that they are as good as independent and use expressions like partners rather than sales reps.
08/12/2016
Mass Bank Account Data Shared By German State
Information sent to foreign tax authorities on more than 100,000 bank account holders suspected of tax evasion in 19 countries
08/12/2016
Lebenthal shutters wealth management group
The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace
08/12/2016
Lebenthal shutters wealth management group
The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace
08/12/2016
Modernizing Trusts for Modernized Families
In the UHNW space, these claims can bring unwanted publicity.
08/12/2016
PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors
Advisors must have a minimum of seven years of experience to be considered.
08/12/2016
Tiny German bank breaks taboo by charging rich clients for deposits
Several German banks have passed on the ECB's negative deposit rate to large commercial customers such as companies and institutional investors
08/12/2016
Cofunds to offer investment trusts following Aegon deal
This could revolutionise the distribution of investment trusts, a £149 billion sector that has struggled to make inroads to the wider IFA market.
08/12/2016
The amazing forgotten Barclays recruitment video.
The same cannot be said for the truly, truly excellent Barclays Capital recruitment video from 2006 which we’ve posted below.
08/12/2016
WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges
We are vertically integrated in that we manufacture and distribute.
08/11/2016
Financial fertiliser - St. James's Place
Governor Mark Carney indicated that the BoE had chosen to prioritise supporting growth over taming inflation.
08/11/2016
The conversation clients need to have with their wealth managers
This distinction is important because these two sets of clients approach risk in a significantly different manner.
08/11/2016
Old Mutual profit up on lower tax expenses
As part of its separation, the investment firm on Tuesday announced the sale of its Italian wealth arm to private equity-backed Ergo Italia for €278m.
08/11/2016
OCBC Bank set to disrupt wealth management and customer service with these 3 startups
As it turns out that objective wasn’t just ‘blue-sky thinking’ on OCBC’s part.
08/11/2016
Credit Suisse CEO says bank does not need to raise capital: Bloomberg
The bank's shares were down 48.8 percent this year up to Monday's close.