03/15/2017
EFG expects fight with BTG Pactual over final BSI price
This has meant EFG has taken on fewer assets than hoped for when the deal was agreed.
Wealth and Asset Management
03/15/2017
Popular event marks Exchange’s launch in Isle of Man
Mr Moulton welcomed guests to the event and he was joined by Treasury Minister Alf Cannan, MHK.
03/15/2017
The Wealth Finance Brief - Fieldfisher
Briefing Paper: Yacht Finance
03/15/2017
17-064MR Credit Suisse pays $170,000 in infringement notice penalty
This Rule requires trading participants to have appropriate automated filters for their automated order processing systems.
03/15/2017
Looking for clients that know they need insurance?
If they are unable to give HNWIs complete peace of mind, there are others in the industry that will gladly step up.
03/15/2017
Aberdeen's Kaloo to take over Frontier Markets trust as it scraps FOFs approach
Aberdeen also investing £10m in trust
03/15/2017
EFG International reports full-year 2016 results
BSI integration process well on track; renewed brand positioning and design for combined business planned for roll-out from second quarter 2017
03/15/2017
Jersey Finance and JFA welcome new fund product launch
Streamlined funds regime welcomed as enhancing Jersey’s competitiveness
03/14/2017
Morgan Stanley hiring hundreds into wealth unit to train technophobe advisers
They will also help advisers promote their presence through social media.
03/14/2017
Bank of the West Wealth Management Group Recognized by Private Asset Management Magazine and Family Wealth Report Magazine Awards
Wins Private Asset Management Magazine's Innovation Award in Private Banking; Highly Commended for Client Service.
03/14/2017
St. James’s Place launches investment plan in Hong Kong
In anticipating further growth of its Hong Kong business, the firm is now looking to introduce additional enhancements to its client proposition during the course of 2017 and beyond.
03/14/2017
LGT Eyes Further Growth, Expansion
The bank said that its profit rose 9 percent on the year to 230 million Swiss francs.
03/14/2017
St James’s Places launches int’l investment plan in Hong Kong
SJP currently charges a fee of 6% if clients withdraw from their investment in the first year.
03/14/2017
Merrill Lynch Wealth Management is First on Barron’s 2017 "America's Top 1,200 Advisors
Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year.
03/14/2017
Private Jet Charter signs an agreement with The Capital Club
The exclusive agreement will allow The Capital Club members in DIFC to book private jets and helicopters for their business or personal trips.
03/14/2017
HighTower Sets Rapid Pace for 2017 Growth with 4th New Team
He also works closely with clients' tax and legal advisors to help ensure that the team's recommendations align to help protect and grow clients' wealth.
03/14/2017
How AI could transform wealth management
The management of portfolio structured on the risk input is often a job for the robots.
03/14/2017
Are high-net-worth clients starting to prefer passive vehicles?
The Spectrem survey’s finding that younger wealthy investors hold ETFs in higher proportion than older investors do supports this.
03/14/2017
LGT – The Most Asian of Liechtenstein's Banks
The Asian unit of LGT will have the company’s biggest share of assets under management by the summer
03/14/2017
Close Brothers first half profits grow by a fifth
The group reported a strong performance in the first half, with £134.2 million adjusted1 operating profit, 21% higher than the prior year period, and an RoE2 of 18.0%