08/25/2021
VP Bank launches private markets platform
Private markets as an asset class have gained greatly in importance in recent years.
Wealth and Asset Management
08/25/2021
Robo and hybrid digital models in insurance and investments
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
08/25/2021
Greensill: Now the former head of risk is speaking
Finverity counts on “the enormous experience” that the new manager brings with him. This in turn does not mince words about Greensill Capital.
08/25/2021
SJP ordered to pay clients’ tax bill after suitability ruling
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
08/25/2021
LGT achieves very strong net asset inflows and substantial business growth
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/25/2021
Wealth Enhancement Group Welcomes Equity Investment from Onex
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses
08/25/2021
Liontrust renames Dowey fund to reflect innovation conviction
The Global Equity fund will be renamed the Liontrust Global Innovation fund in October.
08/25/2021
StrateFi Wealth Management Launches
The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.
08/24/2021
Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence
Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.
08/24/2021
Bupa Global unveils UHNW private client operation
It ‘bridges a gap in the market for premium health insurance, health management and wellness’
08/24/2021
UBS Polishes Offers for Private Bankers with Upfront Cash
UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.
08/24/2021
Swiss-Asia’s Singapore Leader on Riding the Wave of Private Wealth Expansion in Asia
Hubbis met with Steve recently by video call to learn of the firm’s recent progress since the pandemic struck.
08/24/2021
Diary of a Fund Manager - Fickle Friend
At ground level for investors are the companies we may choose to invest in.
08/24/2021
China’s coming era of ‘common prosperity’ – and what it means for the rich
In the few years that he had been studying abroad, the economic structure had changed dramatically, and people in the emerging private sector were earning more than those with fixed incomes, irrespective of their contribution to society.
08/24/2021
Waverton Multi-Asset Income Fund receives FE 5 Crown rating
They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.
08/24/2021
BMO Financial Group Reports Third Quarter 2021 Results
Our consistent financial performance enables us to deliver on our vision for a sustainable future.
08/24/2021
SEI Expands ETF Strategy Line-up
Strategies Support Goals-Based Approach with Greater Investment Flexibility
08/23/2021
Credit Suisse launches EMD corporate short-duration fund with A-rated PM
The strategy qualifies for Article 8 of the EU Sustainable Finance Disclosure Regulation.
08/23/2021
RBC Wealth Management Cuts Asia Ex-Japan Exposure On China Worries
The combination of Chinese regulatory fervor and the increased threat posed by the Delta variant has led us to reduce our long-recommended allocation of stocks from Asia ex Japan from overweight to market weight.