05/12/2015
Are wealth managers risking technological exclusion?
Suitability is back at the top of the regulator’s agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres
05/12/2015
The CEO cited data showing that as of 2013, Switzerland still accounted for about 2.1 trillion Swiss francs
05/12/2015
Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I.
05/11/2015
Great disruption looming for Asia's private banks
The cosy relationship between private banks and underwriters is an ideal target, says Jonathan Rogers.
05/11/2015
Thiel cited a study that found when individual investors work on their own, their portfolio experiences behavioral drag, because most people have a fundamental inability to buy and sell at the right time.
05/11/2015
Citywealth has announced its Magic Circle Awards winners for 2015. A total of 35 companies and individuals have been selected for their outstanding performance, by more than 15,200 public votes and 10 judges within the wealth management sector.
05/11/2015
This year’s Funds Industry Football Charity Shield to take place on 21st May
05/11/2015
The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.
05/11/2015
‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.
05/11/2015
Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie
05/11/2015
National adviser firm pushes past £3bn with double deal
The latest deals take takes the firm past £3bn funds under management
05/11/2015
The British government has been wooing big business and high net worth individuals in the country in a big way.
05/10/2015
“Two things are driving this growth; one is there is a growth in the pool of savings in the world. The reason why we’re going so much more than the market is because there is a yearning from large clients for an asset manager that is truly ali
05/08/2015
The company's choice of Bruce Hemphill as new chief executive fits in with longer-term – and more challenging – goals.
05/08/2015
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan
05/08/2015
THERE is just no stopping the creation of new millionaires in SA, with blacks, Indians and coloureds fuelling the accelerating trend.
05/07/2015
Bethesda-based Chevy Chase Trust has been named the top wealth management firm in the country by Forbes
05/07/2015
Cambridgeshire IFA acquires law firm
Wealth Manager has acquired law firm Jeffrey Mills Solicitors
05/07/2015
Wealth manager to launch a rival to Nutmeg
Wealth manager is setting up a discretionary investment platform later this year
05/07/2015
Helps wealth managers to gauge the risk profile of clients and assess