08/04/2015
Bravura Solutions’ Director, Product Management & Strategy, Darren Stevens identifies 10 major trends in the Australian wealth management industry and explores their implications for next generation platforms.
08/04/2015
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/03/2015
Demand for experienced compliance experts soars in city state as banks go on hiring spree amid the government crackdown on tax evasion
08/03/2015
British expats in Cyprus could lose a host of privileges if Britain withdraws from the EU, a popular expat forum has warned.
08/03/2015
There is so much reliance on legacy systems and channels to reach their audience
08/03/2015
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
08/03/2015
The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m
08/03/2015
When McCue officially leaves the bank in September, Wealth Manager understands that he is planning to set up his own venture, McCue Wealth Management.
08/03/2015
Wealth managers need to ‘adjust their business propositions’ in order maximise opportunities in a changing industry landscape, according to investment services company Pershing.
08/03/2015
Merrill Lynch’s parent company, Bank of America, sold its offshore wealth-management offices three years ago.
08/03/2015
High taxes pushed the bank to consider moving its HQ to Asia, and George Osborne's move to cut the costs may not be enough to persuade HSBC to stay
07/31/2015
The deal to sell the wealth management operation to Stifel was supposed to come with 180 advisors managing about $56 billion in offices in 12 cities.
07/31/2015
UBS and Credit Suisse are both all about Asian private banking right now.
07/31/2015
"If the market now is stabilizing, I think we can probably easily double (the business) by the end of the year," Nicolas Faller, executive managing director of institutional clients
07/31/2015
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/31/2015
Charles Stanley has completed a suitability review of its processes as part of its ambition to become a leading UK wealth manager by 2020.
07/31/2015
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
Merrill Plans Overseas Splash With New International Adviser Group
07/30/2015
Family offices are hiring household help for HNW clients — but should they get involved?
07/30/2015
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.