10/03/2014
Hargreaves Lansdown names bespoke DFM partners
It has carried out due diligence on a number of wealth managers and has formally endorsed the two firms, to which it recommends advisers refer bespoke discretionary asset management clients.
Wealth and Asset Management
10/02/2014
Guernsey delegation set to embark on two-week tour of Asia
Representatives from Guernsey are heading to Hong Kong and mainland China during the next fortnight to reinforce the Island's financial services offering to current and prospective Asian contacts.
10/02/2014
Brewin Dolphin in Manchester pledge
The Manchester office of wealth manager Brewin Dolphin is on target to double funds under management within three years.
10/02/2014
Deutsche Asset & Wealth Management Opens new Private Banking office
Deutsche Asset & Wealth Management (DeAWM) announced today the opening of its Private Bank in Dallas
10/02/2014
Local banks urged to look at Islamic wealth management
Offshore funds within the region are expected to grow at 10% annually and Malaysia should consider either to establish an offshore or onshore Islamic wealth management hub.
10/02/2014
Malaysia Has First-mover Advantage To Develop Islamic Private Banking Market
Malaysia has the first-mover advantage to develop the untapped Islamic private banking market and further develop the niche segment of private banking in general.
10/01/2014
International Wealth Managers Are Flocking To Silicon Valley
This is a boom time for these markets
10/01/2014
BBA says exclude HNW clients from new LTI cap
The British Bankers’ Association has urged the Bank of England to exclude high-net-worth clients from its new LTI cap.
10/01/2014
Janus Corporate Solutions rebrands as Hawksford – GuideMeSingapore.com
Established in 2009, Janus is a leading corporate services business, providing corporate secretarial, tax and accountancy, business support and immigration services.
09/30/2014
Barclays private bank forecasts double-digit growth in Middle East
The importance of the Middle East business is increasing
09/30/2014
Old Mutual Wealth's Feeney: Standalone platforms 'no longer viable'
Old Mutual Wealth has sought to expand its presence across the distribution chain over the past year
09/30/2014
AES International launches expat mortgage offering for HNW's living and working overseas
The new service is aimed at investors with at least £1m of borrowing requirements, but AES International and Nedbank Private Wealth allow their clients to split this borrowing across property and investment portfolios so the clients can benefit from
09/30/2014
Societe Generale Securities Services launches fully integrated Wealth and Investment Management Outsourcing Solution in the UK
To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
09/29/2014
Gulf's growing private wealth needs more prudent handling
"With the rise in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions, including the Gulf," he added.
09/29/2014
One-time scrap metal dealer pledges 75% of $3.5 billion wealth
Forbes estimated that the 61-year-old Indian entrepreneur has a net worth of $3.5 billion.
09/29/2014
Goldman Sachs Said to Prohibit Bankers From Buying Stocks
The radio program “This American Life” released a transcript of a broadcast
09/29/2014
Wealth management offers treasure for niche players
Fintech companies are disrupting the status quo for traditional wealth management firms, which have for so long built their businesses around plush London premises, suited and booted advisers and thousands of back-office staff.
09/29/2014
SJP dumps Pimco for Invesco & Schroders in multi-asset overhaul
Investors in the Multi Asset fund will also benefit from a reduction in the external management charge.
09/29/2014
Israeli bank looks to pull out of Swiss private banking
The private-banking operation is losing money despite its takeover of a local riva
09/29/2014
Royal Bank of Canada joins Ibos network
RBC is known for its leading edge Global Banking Service that provides value to our customers