08/17/2015
Malta home to 35 foreign Ultra-High-Net-Worth Individuals and two billionaires
The other billionaire remains a mystery.
Wealth and Asset Management
08/17/2015
Deutsche sets its sights on HNWIs, retail distribution
Deutsche Asset & Wealth Management is to make a concerted bid for high-net-worth clients and will expand its Asia retail bank distribution, a senior executive tells AsianInvestor.
08/17/2015
Crescent Wealth surpasses $100 million benchmark
It proves the depth of our market and cements Islamic finance as a significant segment of the sophisticated Australian financial services market.
08/17/2015
Swiss banks step up battle for Asia’s super-rich
The attractions are obvious, with a recent slowdown in growth still leaving many Asian economies far outpacing Western counterparts.
08/17/2015
Nasdaq Private Market and Morgan Stanley Wealth Management to Launch Wealth Management Education and Services Initiative
Wealth management services will be offered by MSWM’s Palo Alto Group, led by Mark Curtis and Karen McDonald, a leading financial advisor team focused on the reinvestment of liquidation proceeds from employee stock plans. The Palo Alto Group will wor
08/14/2015
China’s rich take money offshore
Analysts at JPMorgan estimate around $235 billion of “hot money” left the country between the third quarter of 2014 and the end of the second quarter this year.
08/14/2015
OECD clarification reinforces Guernsey's fund domicile position
Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.
08/14/2015
Nutmeg targets 'dumped' Brewin Dolphin clients
As part of the campaign, titled 'Been Dumped by Brewin Dolphin?', Nutmeg, led by former Wealth Manager cover star Nick Hungerford (pictured), is offering those who switch from Brewin three months of free portfolio management.
08/14/2015
Ex-Killik and Ashcourt Rowan men team up with SJP
The new company is based out of St James’s Place’s Leeds office.
08/14/2015
Millennials’ wealth management preferences differ from boomers
Luxury Institute surveyed investors earning at least $150,000 and found that at least 46 percent used some form of advisor to help them manage their finances.
08/13/2015
City Financial to acquire Investec W&I multi-asset range
The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.
08/13/2015
Planners must fight to preserve voice amid IFP merger
Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place
08/13/2015
Equistone backs Wealth at Work in £50m buyout
Equistone Partners Europe completes £50m management buyout of financial services company from Palatine Private Equity
08/13/2015
As yuan falls, China's rich seek safe havens offshore
China's economy doesn't look very good.
08/13/2015
Brewin Dolphin rebrands Managed Funds Service
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Does Stifel Have an Attrition Problem?
Advisor attrition is high, but the details are what make or break this deal
08/12/2015
Sesame cuts 69 jobs as wealth network shuts doors
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
Macquarie advisers defect to start independent firm
Wrightson was with MPW for 15 years and was most recently division director for the group.
08/12/2015
What interviewers really want to know in private banking interviews
If you’re heading into a private banking interview, get set to be grilled on a wide range of topics
08/12/2015
Tax authorities urged to be more vigilant over the super-rich
Tax advisers have warned their wealthy clients that they are in the sights of tax authorities.