08/11/2015
GAM buys $1.2bn real estate finance business
The team currently manages approximately USD 1.2 billion of investor committed capital
Wealth and Asset Management
08/11/2015
CISI merger:OCM Wealth warns of 'death of chartered planner'
'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.
08/11/2015
deVere’s Nigel Green wins Finance Monthly CEO award
The 2015 Finance Monthly CEO Awards celebrate the success, innovation and strategic vision of CEOs across a number of sectors and industries.
08/11/2015
Sanlam acquisition puts wealth assets at £1bn
Sanlam Wealth Planning has acquired a wealth management firm with more than £150m in assets, taking the division’s total assets to more than £1bn.
08/11/2015
Ferguson Wellman co-founder dies at 82
Wellman and Joe Ferguson co-founded the firm that became Ferguson Wellman Capital Management nearly 40 years ago.
08/10/2015
Swiss National Bank hikes exposure to Indian companies
Among American companies, SNB raised its stake in giants like Apple Inc, ExxonMobil and Microsoft
08/10/2015
Banking on the rich
With private wealth in Oman growing exponentially over the last couple of years, all the banks in the sultanate expect double digit growth in the priority banking business and plan to expand the segment.
08/10/2015
Custodians try to entice breakaways with substantial perks
More creativity via sweeteners are being used to lure big RIAs
08/10/2015
Coutts Millionaires Make Asia Private Bank Profitable, UBP Says
The acquisition of Coutts will help us reach a critical mass in Asia
08/10/2015
The Els Club, Dubai Sports City partners with Nedbank Private Wealth
The Dubai office is supported by a 30-strong Middle East team based in the Isle of Man.
08/10/2015
Swiss banks step up focus on Asia wealth management
It’s not a sudden thing but they suddenly talk about it as the main strategy.
08/10/2015
Quilter Cheviot Launches Zurich Wrap
The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.
08/10/2015
Coutts launches concierge service for ultra rich
Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.
08/10/2015
Saunderson House: “We want to ask fund groups: 'When are fees coming down?’”
These reviews have caused significant downward pressures on profits for wealth managers
08/10/2015
Robo wars: 5 big disruptive threats facing wealth firms
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.
08/09/2015
Lombard Odier sets up catastrophe bond desk
Jan Straatman, chief investment officer at LOIM, said: “Catastrophe bonds are uncorrelated to other economic risks and capital market events. The 4 to 6 per cent returns on offer remain attractive.”
08/09/2015
Switzerland's wealth managers have long courted Asia's super-rich
Swiss banks step up battle for Asia's super-rich
08/09/2015
Wealth management is an industry built on trust
Trust games: Europe’s NextGen HNWI more sceptical than US peers
08/08/2015
Britain's oldest bank goes digital
Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.
08/07/2015
Fighting Off Barbarians at the Wealth Management Gates
This can be both exciting and terrifying, as incumbent firms will need to adapt to compete with these new entrants while they still own the customer’s assets