04/18/2023
Latest News from Tatton Investment Management: Return of calm bodes well for Spring
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.
Wealth and Asset Management
04/18/2023
Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition
Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience.
04/18/2023
HSBC GWM sees ‘massive opportunities’ in China
HSBC's wealth and personal banking CEO, Nuno Matos, is encouraged that investment schemes will make mainland China a ‘significant wealth market’.
04/18/2023
Tidjane Thiam Fights to Defend His Identity
The bank is now in the process of being taken over by arch-rival UBS.
04/18/2023
New mortgage club launches for HNW clients
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.
04/18/2023
Wealth manager celebrates record year, despite volatile markets
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
04/18/2023
Liontrust among suitors for Zurich-listed asset manager GAM
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
04/18/2023
Emerging markets in the era of friend-shoring
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
04/18/2023
Deutsche Bank Targets Asia’s Rich as Credit Suisse Clients Flee
The bank is targeting entrepreneurs with investible assets
04/18/2023
Objectway in the Wealthtech 1000 for the Fifth Consecutive Year
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
BNP Paribas' wealth management unit to launch in Thailand
BNP Paribas named Daniel Peter as chief executive of the wealth management unit in Thailand.
04/18/2023
DFM's assets trapped after FCA shuts down WealthTek
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/17/2023
Julius Baer Opens New Hong Kong Office
The new space will complement its existing office in the central business district’s International Finance Center (IFC) building.
04/17/2023
How the wealthy borrow cheap cash to pay their taxes
Wealth management clients with hefty stock and bond portfolios have long used their holdings as collateral for loans to bankroll their dreams
04/17/2023
For These Morgan Stanley Advisors, Having a Big Team Is a Must
Along with partners Mary Guza and Diana L. Chaney, Ricca explains how their group’s structure benefits both clients and younger colleagues, and what investors should look for in an advisor.
04/17/2023
MAS has not issued a directive – tacit or otherwise – to banks to keep quiet about the origins of wealth inflows
The increased fund flows into Singapore were from high net-worth individuals from different markets.
04/17/2023
Ashmore outflows more than halve to $1bn
Net outflows at the fund firm narrowed by 57% in the first quarter as sentiment towards emerging markets improved.
04/17/2023
Labuan IBFC Delivered Commendable Growth In Multiple Fronts
Labuan IBFC complements the activities of the domestic Malaysian financial market and the Centre has now become fundamental to the Labuan economy and growing importance to Malaysia generally.
04/17/2023
Jersey based Oakglen Wealth launches UK investment management arm
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
04/17/2023
Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023