06/10/2016
The moves follow SJP teaming up with Metro Bank at the end of April to launch an intergenerational mortgage range, specifically for parents and grandparents who wish to support their children or grandchildren in buying a first home.
06/09/2016
UBS declined to provide a specific number of cuts.
06/09/2016
With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.
06/09/2016
Students pay around £8,500 and will study towards the Institute of Financial Services Diploma in Financial Advice.
06/08/2016
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
BCG estimates that offshore money lodged in Singapore will grow to $1.7tn by 2020, compared with the UK’s $1.6tn.
06/08/2016
If Britain opts to leave the EU later this month it would then face at least two years of talks with Brussels to negotiate its departure.
06/08/2016
Neptune to launch a wealth arm
06/08/2016
The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.
06/08/2016
This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.
06/08/2016
Even amid subdued activity, Share said that independent research indicates it has performed better than peers.
06/08/2016
The technology modernisation project is set to be completed by the end of 2017.
06/08/2016
Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.
06/08/2016
The acquisition has no significant financial impact on the Societe Generale group.
06/08/2016
These ultra-high wealth consumers only spend about 4 percent "on luxury consumables excluding yachts planes and large luxury assets"
06/08/2016
But it's not an easy business to capture, and gaining market share is very expensive.
06/08/2016
In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal
06/07/2016
Over half of HNWIs surveyed believe it is important for their financial advisor or wealth manager to have a strong digital offering – a proportion that rises to almost two-thirds among HNWIs under 45 and in Asia, the report said.
06/07/2016
Financial giant buys South Florida wealth management company
The financial giant bought the local company for $275 million.
06/07/2016
Two drivers that will accelerate this democratization of wealth management are a shift in investor preferences and advances in technology.