03/28/2014
Schroders keeps busy with multi-asset coup
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/28/2014
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
The essence of wealth management, as most managers would tell you, is distinct from portfolio management
03/28/2014
Most lenders, which offer priority banking services, benchmark S$200,000 as the minimum balance requirement to target the high net-worth market.
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/27/2014
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders boss Michael Dobson took home £8.4 million last year.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
Anglo-South African Group sells German and Austrian wealth units for $303 million
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/27/2014
The wealth management sector is among the list of top five most important industries to lift Australia's growth trajectory over the next 20 years
03/26/2014
Swiss private bank awarded wholesale banking licence in Singapore
The majority of EFG’s Singapore-based customers are high net worth clients with investible assets of over a million dollars each.
03/26/2014
Australian venture capital firm, OneVentures has launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth individuals over the next 12 months.
03/26/2014
Ex-SJP adviser opens advice firm & online platform
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.
03/26/2014
PWM Selects Wealth-X CEO’s Quote For Advertising Campaign
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.
03/26/2014
Psigma targets Barclays Wealth's 'lighter touch' sub £500,000 clients
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
“The bank is today ready to address with confidence and in complete independence the challenges Swiss private banks must tackle,” Eric Syz said in the statement.
03/25/2014
Safra’s Swiss Private Bank Seeks Growth After Sarasin Merger
The group has ensured a smooth integration of operations during 2013
03/25/2014
Leading Swiss private banking group raises stake in Brazilian wealth manager
Strategic market entry by Julius Baer in Brazil