08/17/2015
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
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
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
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
The new company is based out of St James’s Place’s Leeds office.
08/14/2015
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
The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.
08/13/2015
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 Partners Europe completes £50m management buyout of financial services company from Palatine Private Equity
08/13/2015
China's economy doesn't look very good.
08/13/2015
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Advisor attrition is high, but the details are what make or break this deal
08/12/2015
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
Wrightson was with MPW for 15 years and was most recently division director for the group.
08/12/2015
If you’re heading into a private banking interview, get set to be grilled on a wide range of topics
08/12/2015
Tax advisers have warned their wealthy clients that they are in the sights of tax authorities.
08/11/2015
Deutsche Asset & Wealth Management’s global exchange-traded platform launched in 2006, and is the world’s fifth largest ETF provider with approximately USD 76.9 billion in assets under management.
08/11/2015
The deal will mark Deutsche Bank’s exit from India's highly-competitive mutual fund industry.
08/11/2015
The open-architecture, multi-asset class approach starts with an independent team of research analysts who formulate their own views on equity sectors, and a large team of collective fund analysts.
08/11/2015
Baring Asset Management is weighing up the best China entry point, including a joint venture or a whollyowned office, as it looks to establish a physical presence on the mainland.