08/14/2015
OECD clarification reinforces Guernsey's fund domicile position
Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.
Wealth and Asset Management
08/14/2015
Nutmeg targets 'dumped' Brewin Dolphin clients
As part of the campaign, titled 'Been Dumped by Brewin Dolphin?', Nutmeg, led by former Wealth Manager cover star Nick Hungerford (pictured), is offering those who switch from Brewin three months of free portfolio management.
08/14/2015
Ex-Killik and Ashcourt Rowan men team up with SJP
The new company is based out of St James’s Place’s Leeds office.
08/14/2015
Millennials’ wealth management preferences differ from boomers
Luxury Institute surveyed investors earning at least $150,000 and found that at least 46 percent used some form of advisor to help them manage their finances.
08/13/2015
City Financial to acquire Investec W&I multi-asset range
The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.
08/13/2015
Planners must fight to preserve voice amid IFP merger
Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place
08/13/2015
Equistone backs Wealth at Work in £50m buyout
Equistone Partners Europe completes £50m management buyout of financial services company from Palatine Private Equity
08/13/2015
As yuan falls, China's rich seek safe havens offshore
China's economy doesn't look very good.
08/13/2015
Brewin Dolphin rebrands Managed Funds Service
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Does Stifel Have an Attrition Problem?
Advisor attrition is high, but the details are what make or break this deal
08/12/2015
Sesame cuts 69 jobs as wealth network shuts doors
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
Macquarie advisers defect to start independent firm
Wrightson was with MPW for 15 years and was most recently division director for the group.
08/12/2015
What interviewers really want to know in private banking interviews
If you’re heading into a private banking interview, get set to be grilled on a wide range of topics
08/12/2015
Tax authorities urged to be more vigilant over the super-rich
Tax advisers have warned their wealthy clients that they are in the sights of tax authorities.
08/11/2015
Deutsche Asset & Wealth Management’s US X-trackers Platform Surpasses USD 20 Billion in Assets Under Management
Deutsche Asset & Wealth Management’s global exchange-traded platform launched in 2006, and is the world’s fifth largest ETF provider with approximately USD 76.9 billion in assets under management.
08/11/2015
Deutsche Bank Follows Shake-Up Plan: To Sell Indian Unit
The deal will mark Deutsche Bank’s exit from India's highly-competitive mutual fund industry.
08/11/2015
Asset allocator with Quilter Cheviot Jersey
The open-architecture, multi-asset class approach starts with an independent team of research analysts who formulate their own views on equity sectors, and a large team of collective fund analysts.
08/11/2015
Barings lays out options for setting up shop in China
Baring Asset Management is weighing up the best China entry point, including a joint venture or a whollyowned office, as it looks to establish a physical presence on the mainland.
08/11/2015
GAM buys $1.2bn real estate finance business
The team currently manages approximately USD 1.2 billion of investor committed capital
08/11/2015
CISI merger:OCM Wealth warns of 'death of chartered planner'
'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.