10/21/2021
Investments & Wealth Institute's New Alliance Expands Member Benefits
Investments and Wealth Institute members gain special access to premier fiduciary education and technology through Broadridge.
Wealth and Asset Management
10/21/2021
Rathbones completes the acquisition of Saunderson House
Here, Paul Stockton, CEO Rathbones and Tony Overy, CEO of Saunderson House talk briefly about the deal and the future.
10/21/2021
Dubai unveils new rules to address needs of ultra-wealthy families
Dubai has emerged as one of the most popular cities in the world for ultra-wealthy families, after more than 2,000 high-net-worth individuals moved to the emirate in the first six months of 2021.
10/21/2021
AJ Bell credits £3.8bn adviser inflows to ‘competitive’ price
As a whole - including AJ Bell's investment business as well as its platform - the company had assets of £72.8bn - up 29 per cent.
10/21/2021
CI Financial to Acquire $3.4-Billion Ultra-High-Net-Worth Wealth Manager
Addition of multi-family office RIA boosts CI’s U.S. wealth assets to US$83 billion
10/21/2021
UBS eyes Mideast expansion with new wealth desk in Dubai -memo
Raoul Rahme, who worked at Barclays and Credit Suisse, will be head of DIFC sales.
10/21/2021
Clients confirm the value of investment operations managed services
The panel discussed how managed services work well—thanks in part to frequent check-ins and communication—and how clients can maintain visibility into, and control of, the processes through platform user-profiles and permissioning.
10/21/2021
Stifel Welcomes Lake Wealth Management Group
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.
10/20/2021
Credit Suisse to Build on Wealth Management
In about three weeks Credit Suisse will showcase its new strategy as part of the third-quarter earnings presentation.
10/20/2021
Western promise: European start-ups are luring Middle Eastern private equity
European start-ups are proving to be a lucrative asset for private equity firms, and are being targeted by Middle Eastern private equity investors. Wim Ritz, ZEDRA’s Global Head of Funds, explains why experienced Asset Managers are eyeing the Europe
10/20/2021
Singapore Banks Joins China's Wealth Management Connect
A total of 300 billion yuan ($46.5 billion) has been set as the aggregate quota for the two-way channel – 150 billion yuan each – with a limit of 1 million yuan per individual investor.
10/20/2021
The Asian century
With labour costs in established manufacturing centres such as China increasing, countries with lower wages are stepping in to relieve some of the pressure.
10/20/2021
Spotlight on UBS in Spurned CEO Case
The Swiss bank's outgoing chairman is a central figure in a court case between former top executive Andrea Orcel and Santander over a job offer that fell through.
10/20/2021
Simply put: macro uncertainty could drive market volatility
This volatility reflects a significant number of phenomena, with investors' attention deviating across a number of issues: the Evergrande1 situation in China and an apparent energy crisis coinciding with the beginning of autumn, to name two.
10/20/2021
JP Morgan Asset Management expands sustainable OEIC range
Marks the fifth fund in the sustainable range
10/20/2021
CapIntel Partners with IG Wealth Management
Over 3,000 IG Wealth Management advisors across Canada will use CapIntel's digital application to deliver tailored client proposals and more
10/19/2021
TPT Wealth awarded ‘superior’ rating for two income funds
The two newly-rated income funds offered by TPT Wealth seek to provide capital stability and competitive monthly income returns via diversified investments across a range of fixed interest type assets.
10/19/2021
LPL Financial Welcomes Private Wealth Advisors
Looking to serve his clients’ best interests, broaden investment choices and take more control of his business, he chose to partner with LPL and align with America Group Retirement Strategy Centers, a large enterprise that supports LPL-affiliated ad
10/19/2021
Jersey's private client landscape: built on trust
Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.
10/19/2021
SJP Academy boss: We are using virtual reality to train future advisers
Combined with artificial intelligence, the technology is part of the advice giant’s ‘new and improved’ academy led by head Andy Payne.