11/18/2020
Octopus launches new Ventures EIS
Octopus has invested more than £3 billion in early stage companies on behalf of retail and institutional investors.
Wealth and Asset Management
11/18/2020
Schroders among founding partners of Change the Race Ratio campaign to accelerate racial diversity in business
Schroders is campaigning to Change the Race Ratio and will start by setting targets for greater racial and ethnic diversity across the business.
11/18/2020
Best Private Bank Hong Kong
BNP Paribas Wealth Management wins five awards in all as it is crowned Best Private Bank Hong Kong for 7th consecutive year by The Asset.
11/18/2020
QNB named Best Private Bank
Winning the awards is a clear recognition of QNB’s successful model to create greater value to its customers as it grows stronger thanks to its focus on customer experience in local and international markets
11/18/2020
VZ VermögensZentrum looks for WMs and private client advisers in 8 regions
VZ Group has been listed on the SIX Swiss Exchange since 2007 and employs more than 1,200 staff in Switzerland and Germany.
11/18/2020
Kingswood Holdings to acquire Regency Investment Services
The transaction boosts Kingswood’s client facing advisory team to 67 people and increases assets under advice/management to circa £5.0 billion from over 16,000 active clients.
11/18/2020
Goldman Pulls In $80 Million a Week From High-Net-Worth Clients
The business has 100 locations with a strong presence in major cities on the East and West Coasts, in Florida and Texas.
11/18/2020
How Financial Advisors Should Charge Wealthy Clients
Wealthy clients are increasingly demanding a clear connection between the value they receive from your firm and the advisory fee they're paying.
11/17/2020
Karam Hinduja named Family Office Magazine’s Person of the Year
Mr Hinduja, appointed this year as CEO of SP Hinduja Banque Privée, led a list of winners comprising the leading institutions serving family offices and ultra-high net worth clients.
11/17/2020
Financial Services And Wealth Management
Our member firms’ industry knowledge allows them to understand and better serve their clients’ needs and financial ambitions.
11/17/2020
Standard Life Aberdeen boss confirms changes at Wrap and Elevate and UK wealth push
Former banker Stephen Bird is also looking to take inspiration from Blackrock with move into ETFs
11/17/2020
BNP Paribas Asset Management launches Investment Insights service for Alexa
Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.
11/17/2020
Wealth industry set for growth
“The fact that financial services providers continue to innovate and engineer products that attract investor demand is encouraging,” he said.
11/17/2020
Ninety One Focuses On Execution As Interim Profit Grows
Our strategy is clear and our focus remains on execution
11/17/2020
Advisers urged to shake up pricing models to shore up future
Advisers need to start engaging those younger clients now.
11/17/2020
Fidelity Rolls Out Comprehensive Wealth Platform for Advisors
The Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
11/16/2020
SmartRIA Announces a Deeper Partnership With SS&C Technologies' Black Diamond Wealth Platform
Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients
11/16/2020
The family office boom: Contrasts between East and West
This report examines the different approaches of family offices in the East (the Asia region generally) and West (Europe and North America) and explores the role culture, family and wealth generation play in terms of their structure and management.
11/16/2020
Private banking provides wealthy clients with personalized bankers and perks like exclusive events
Not all private bankers focus on investments, whereas wealth management firms place a huge emphasis on building your investment portfolio. Wealth management also concentrates on financial planning and advising.
11/16/2020
Future of Work: Key Findings from the State of Remote Work Report
The first line of the recently released State of Remote Work report states, “2020 is the year the world went remote.”