12/18/2019
The Wealth Management Firm of 2025 will boost front office productivity
The majority of the day will be spent on building relationships, which should help with raising referral rates.
Wealth and Asset Management
12/17/2019
SwissBorg releases its Wealth App
The launch of our Wealth App delivers perfectly on our mission, and we look forward to bringing financial freedom to many.”
12/17/2019
TAG Associates Investment Team Nominated for Family Office Due Diligence Award
The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.
12/17/2019
UBS Reworks Super-Rich Unit
The so-called ultra-high net worth unit is at the center of UBS' private banking play.
12/17/2019
Nearly Half of Chinese Expect to Meet Wealth Targets
For wealth creators in China, children’s education held the highest priority (35 percent) followed by investment property (26 percent) and vacation (23 percent).
12/17/2019
Vontobel: Wealth Management in Asia Is Facing New Challenges
The evolution into an even more client-focused financial institution that harnesses the power of technology to deliver customized client solutions is the logical next step based on Vontobel’s value proposition for clients.
12/17/2019
Khan Puts Stamp on UBS With Plan to Revamp Unit for Super Rich
UBS is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.
12/17/2019
Asset Manager buys London
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
The future of living in 2030
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Wealth Management: Market Perspective – Keeping an open mind | Modern monetary theory | US elections and portfolios – Foreword
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Fairstone swallows North East IFA firm Chilli
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
12/16/2019
Julius Baer to Wield Axe
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.
12/16/2019
SJP defends charging structure to clients
St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.
12/16/2019
Santander launches premium-priced MPS for private banking clients
Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%
12/15/2019
The private members' club hidden behind a secret door in Cardiff city centre
Hundreds walk past the door on Wharton Street every day perhaps without noticing it is even there.
12/15/2019
EFG International dismisses takeover reports
No transaction discussions are taking place between EFG Bank European Financial Group and Julius Baer.
12/15/2019
Quilter rejects vast majority of adviser deals
The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.
12/13/2019
RBC Reviews Asia Wealth Business For Possible Sale -Sources
The RBC review was prompted because the bank‘s global head of wealth management feels the Asian business, with less than $10 billion in assets, lacks the scale to generate adequate profit, the people added.
12/13/2019
Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets
The ranking is based on both size and growth in assets.
12/13/2019
Remembering the Asset Management Market Study
All firms, not just AFMs, should consider whether any of the FCA’s remedies could be useful to their business