05/04/2021
IFA consolidator buys Newcastle firm
PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.
Wealth and Asset Management
05/04/2021
Special report: London’s new generation of boutique wealth managers
The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.
05/04/2021
Upending a Century of Wealth Planning
While the rules for step-up in basis at death and carryover basis for gifts have remained largely the same for almost a century, historical context can offer additional insight into the proposed STEP Act.
05/04/2021
Schroders hands two laggard UK funds to AA-rated duo after value for money review
The asset manager also put four of its multimanager funds under review after finding nine of its 89 funds did not offer investors value value for money.
05/04/2021
IWP acquires Professional Wealth Management
Total acquisitions now stand at 23 since IWP’s formation just two years ago.
05/04/2021
IFA firm expands UK footprint with M&A deal
Which adds £150m in client assets
05/03/2021
Why it makes sense to outsource client reporting operations
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.
05/03/2021
May Hong Kong become a leading financial centre?
Hong Kong’s strategic position and proximity to China make it a naturally appealing jurisdiction for companies looking to do business with China and South East Asian nations.
05/03/2021
Quadruple Shortlisting for JTC
The awards include 19 categories
05/03/2021
Overcoming complexity and realising opportunity in luxury French property
Against the backdrop of the COVID-19 pandemic, luxury French property remains an attractive investment choice for many high net-worth individuals (HNWIs).
05/03/2021
Credit Suisse Veteran's Provence Hideaway
In colossally bad timing, the wife of Credit Suisse’s top asset manager is showcasing the U.S. couple’s years-long renovation of a Provence luxury property.
05/03/2021
Sarasin buys Bank of Montreal's HK, Singapore private banking arms
They provide a complete suite of private banking and wealth management services to private and institutional clients in Asia and globally.
04/30/2021
The war on austerity is far from over
European macroeconomic policy is pulling down the global interest-rate structure together with the Bank of Japan’s explicit yield-curve targeting, limiting the steepening of the US yield curve.
04/30/2021
Top Advisor Spotlight: Greg Onken, Managing Director, JPMorgan Wealth Management
He was named a Top Wealth Advisor and Best-In-State Wealth Advisor this year.
04/30/2021
How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets
The financial advisors credit Ameriprise’s goal-based advice, integrated technology, leader support, and culture for accelerating their growth
04/30/2021
Heather Tibbo shortlisted in Wealthbriefing European Awards 2021
In its ninth year, the awards aim to set organisations and individuals apart from their peers by showcasing top class performance and innovation.
04/30/2021
Relationship building: the significant role of Switzerland and the UK in the financial sector
The statement sets out the aim of liberalising and expanding mutual market access in banking, asset management, insurance and market infrastructure.
04/30/2021
The changing nature of wealth management
Vipul Kapur, head of Private Banking at Mashreq Bank, examines how the pandemic has affected the industry and adjusted client expectations
04/30/2021
LGT Bank Switzerland designated “Best Foreign Bank”
LGT impressed the jury in all six categories that were evaluated: interaction, holistic approach, transparency, costs, risk disclosure and portfolio structure
04/30/2021
Quadruple Shortlisting for JTC at Citywealth Brand Management & Reputation Awards 2021
Citywealth received over two hundred submissions for these awards that were reviewed by an independent judging panel,