09/08/2016
Wealth management firm acquires pension admin firm in £2.2m deal
A further £1m cash sum will be payable after two years, based on growth targets being met.
09/08/2016
When I travelled to the West Coast this summer, my intention was to have a few weeks respite from HNW client engagement.
09/07/2016
Three options for ANZ Banking Group's Wealth business
The analysts said ANZ's wealth division was a good asset with 1500 aligned planners and one of the largest distribution forces in Australia.
09/07/2016
Hargreaves Lansdown unveils record results as boss quits
Stockbroker unveils record results as chief executive reveals plan to quit next year
09/07/2016
UBS may shift as many as 1,500 jobs from London to other regions of Europe following the decision by voters in the U.K. to leave the European Union.
09/07/2016
Our members understand and significantly appreciate the true value of this.
09/07/2016
To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius
09/07/2016
The fees are usually in the high double digits and are added to fixed management charges as a percentage of total assets.
09/06/2016
Bringing needs-based solutions for Asia's wealthy
From most perspectives and in many aspects of the wealth management business, Asia offers significant potential to all types of service providers – assuming they can get their propositions right.
09/06/2016
Swiss bank Julius Baer questioned over dealings with DiCaprio
The Leonardo DiCaprio Foundation does not fulfil the usual transparency standards for environmental and human rights charities.
09/06/2016
In its latest statement, Hinduja Bank said it intends to maintain and grow its operations in Switzerland.
09/06/2016
To better-reflect the diversified offering it can provide to global family offices, high-net-worth individuals and investment managers, the firm has changed its name to "JP Integra Group" from "JP Funds Group", under which they had ope
09/06/2016
The Ryder Cup is one of the world’s most fiercely contested sporting events so it’s fantastic to have RSM-backed players on both sides.
09/06/2016
Paul Boyne of Manulife Asset Management and fund manager of the St. James’s Place Global Equity Income fund said of Apple’s unpaid tax bill: “while this is a significant number, when put into perspective relative to Apple’s net cas
09/06/2016
These are just a few recent quotes that I thought were pretty bold and thought provoking.
09/06/2016
Raymond James Financial Completes Acquisition of Deutsche Bank Unit, "Alex. Brown
That such a large percentage of legacy advisors agreed to join Raymond James as part of this agreement speaks highly of our values-oriented culture and the sophistication of our offerings.
09/06/2016
The biggest sector of the fund was financials with such names like Commercial Bank of China and China Construction Bank, followed by healthcare.
09/06/2016
The award held by Corporate Vision, a monthly magazine focussing on the corporate landscape, recognises the outstanding recruitment firms, and the people behind them, who have showcased exceptional commitment to client service and innovation over the past
09/05/2016
As preparations get underway for the 10th annual carol concert for Children & the Arts, it made me realise what an enormous privilege it has been to act as one of their Trustees over the years.
09/05/2016
Pricing and regulatory pressures mount on wealth managers
One-third of industry profitability could be at risk over the next five years