05/01/2015
Caring for Valuables and Collectibles in the Afterlife
“It’s Not Just for Pharaohs Anymore,” Convergent CEO Says
Wealth and Asset Management
05/01/2015
Creating Wealth—A Survey of Entrepreneurs Worldwide: Their Insights. Their Challenges. Their Needs
The mindset of the world’s entrepreneurs is crucial for our future economic growth. they will build their businesses, invest in them and create jobs—if they are confident in their countries’ economies, and if they find the legal and soci
05/01/2015
AFH makes its largest acquisition to date
Wealth consolidator AFH has made its tenth deal in less than a year with the acquisition of a national advisory firm.
05/01/2015
GAM AGM confirms chairman and share dividend
At the Annual General Meeting (AGM) held on 30 April 2015, the shareholders of GAM Holding AG approved a dividend of CHF 0.65 per share and also confirmed in their office all members of the Board of Directors who stood for re-election.
05/01/2015
In flux: private banking in 2015
Private banking and wealth management can be hugely lucrative, bringing in fees and boosting profits in a way that other areas of banking struggle to match
05/01/2015
Here's what UBS's millionaire clients would do differently if they only had five years to live
FA Insights is a daily newsletter from Business Insider that delivers the top news and analysis for financial advisers
05/01/2015
Vontobel Asset Management set to expand institutional strategy for Asia-Pacific region
Vontobel Asset Management is set to ramp up its institutional sales efforts in Asia
05/01/2015
Praxis and IFM merger receives regulatory approval
THE merger of Guernsey-based Praxis Group and Jersey-based IFM Group to create one of the largest independent and owner-managed financial services groups headquartered in the Channel Islands has been given regulatory approval.
05/01/2015
Ex-Brewin Brighton trio launch wealth boutique
Brewin directors Pegler, Ewen Emmerson and Francis Jarman have founded Brighton Capital Management, alongside former Barclays Wealth head of strategy and proposition Tim O’Connor.
05/01/2015
More bogus firms offer fake Ferrari shares
Fears mount about the scale of the Ferrari shares scam as more ordinary British savers are being aggressively pursued to invest thousands of pounds
05/01/2015
Newly established tax haven beckons foreign investment in Europe
The zone will be established for a 35-year period and the move will also create new jobs and positively impact on both the regional and national economy.
05/01/2015
Wealth Structuring 20:20 Publication by Appleby
Wealth Structuring 20:20 is an annual, on-line magazine that aims to tap into the issues facing high net worth individuals around the globe
05/01/2015
Don’t Underestimate the Robos
Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”
04/30/2015
Fund chiefs lay out the future of wealth management
A revolution in products, fees and advice will come to Asia sooner or later, heads of the regional wealth management industry tell AsianInvestor's Fund Selector Forum in Singapore.
04/30/2015
CIBC sells 19 percent stake in Butterfield
Canadian Imperial Bank of Commerce is selling its $155 million stake in Butterfield, five years after investing in the Bermuda-based banking group.
04/30/2015
The highs and lows of Spiers' 30 years of discretionary innovation
John Spiers saw Bestinvest lose 90% of its revenues overnight before rebuilding the company into a £5 billion wealth management giant that eventually forced him out
04/30/2015
Under the bonnet of discretionary & multi-manager allocations
Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe
04/30/2015
Barclays Could Unload Americas Wealth Management Unit
One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold
04/30/2015
Cantor Wealth regroups following CEO's departure
New CEO will be hired as firm tries to jump start recruiting and plans on upgrading its trading platform
04/30/2015
Fund chiefs lay out the future of wealth management
A revolution in products, fees and advice will come to Asia sooner or later, heads of the regional wealth management industry tell 's Fund Selector Forum in Singapore