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Wealth and Asset Management

01/18/2017

HighTower Adds $1 Billion Firm

Fortress Wealth Planning provides individuals and families with financial planning services

01/18/2017

Morgan Stanley advisers hit revenue record in fourth quarter

Advisers produced average annualized revenue of $1 million in the period.

01/18/2017

PagnatoKarp Scales Concierge Services for High Net Worth Clients with New PK Perks Program

Services include travel and entertainment recommendations and exclusive discounts on transportation and fine gifts.

01/18/2017

Wall Street is witnessing a 'third wave of computerization'

Automated investment services utilize algorithms to manage and allocate people's assets

01/18/2017

Opportunity Network Shortlisted for “Best New Product for HNW Advisory” Award by Private Asset Management

Selection based upon the FinTech firm's innovative global investment matchmaking platform for family business owners and high net worth investors

01/18/2017

UBS commits to help mobilise private wealth for public good

UBS believes that this is a critical element of responsive and responsible leadership the WEF Annual Meeting’s theme this year.

01/18/2017

Globalization and Social Inequality: Obscene Wealth of Eight Mega-Billionaires

Growing inequality pulls societies apart

01/18/2017

Can The 2017 Genesis G90 Top The Rest In The Luxury Car Market?

Genesis G90 is definitely up there with its competition

01/18/2017

Visualising a Disturbing Truth: 8 Richest Own as Much as 3.6 Billion People

Free markets have helped over 100 million people rise out of poverty in the last year alone

01/17/2017

Revenue increase sees WMA narrow losses

The cost of services to members also fell during the year by 5%

01/17/2017

Paul Feeney pays tribute to Paul Bradshaw

"Without him our business would not be what it is today and I hope we can continue his legacy in Old Mutual Wealth.”

01/17/2017

Red Bull Youth America’s Cup brings top young sailors to Bermuda

With that continuing objective, in 2017 the Red Bull Youth America’s Cup will for the first time use AC45 foiling catamarans

01/17/2017

Martin Gilbert, 61, CEO, Aberdeen Asset Management

His bonus fell from £3.8million to £2.3million.

01/17/2017

SMP Partners announces expansion into Jersey

Jersey, like the Isle of Man, is a highly regarded financial centre and the opening of an office there has been in our sights for some time.

01/17/2017

Emerging Asia better able to cope with risks of financial tightening

The potential impact of three to four rate hikes this year by the US Federal Reserve will depend on how much is already priced in through currency rates.

01/17/2017

Devolution could improve productivity in Yorkshire, says top economist

UK is one of the most centrally run economies in the western world

01/17/2017

Investment Alliance Across Language Barrier

The two companies each are putting in half of the initial investment.

01/17/2017

Bellpenny to launch independent advice arm

It will be the first in Bellpenny’s new independent advice arm BIA Financial Planning.

01/17/2017

Ex-Coutts branch head launches wealth firm

The launch of Maven Wealth Management comes after the industry saw a number of new firms come to market in 2016.

01/16/2017

Outlook 2017: A pivot year for investors

British multinational banking and financial services has released its Outlook 2017 publication

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Stefan Hoops ap­poin­ted to the Man­age­ment Board of Deutsche Bank in ad­di­tion to his role as CEO of DWS

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