06/03/2019
UBP partners with Rothschild & Co to launch private equity fund
Rothschild & Co currently manages a set of private equity and private debt funds with more than CHF 12 billion in assets.
Wealth and Asset Management
06/03/2019
The sustainable finance revolution – your questions answered
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Adviser consolidation sparks fee debate
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
EFG International launches share buyback programme
The shares will be purchased in the open market between 03 June 2019 and no later than 30 June 2020
05/31/2019
What Wealthy Clients Want From Advisors
The advisor must be able to meet those standards if he or she expects to recruit and retain those with lots of assets.
05/31/2019
The Wealth Management Industry Challenge: Enhancing the Effectiveness of RMs
There is a lot of complacency and everyone is going to be killed by a thousand tiny cuts, he warned, advising that banks need to take a radical look at their performance and the success or lack of their models and their people and adjust all at one go, no
05/31/2019
How wealth management firms can prepare for turbulent times
Family offices vary hugely in their size and scope, however irrespective of this they should prioritise agility as well as streamlining their service, rather than trying to be experts in everything.
05/31/2019
Winners Of WealthBriefingAsia Awards 2019
Congratulations to all involved from the WealthBriefingAsia team.
05/31/2019
How Tech Opportunities Are Connecting Wealthy Chinese Investors to U.S.
People fail to understand that China is actually an emigration-friendly nation and about half of high-net-worth individuals in the country want to leave,” says Andrew Henderson of Nomad Capitalist
05/31/2019
2019 Wealth Professional Awards winners announced
Hundreds of standout industry professional attended the event to recognise their peers and celebrate their achievements over the past 12 months.
05/31/2019
Charles Stanley restructuring to cost £9.5m
But the company stated the restructure should yield "immediate cost reductions" expected to build up annualised savings in excess of £4.5m from the financial year 2022 onwards.
05/31/2019
Geneva WM partners with boutique to launch fund of funds
The strategy is currently awaiting approval from the Commission de Surveillance du Secteur Financier (CSSF), which is responsible for financial regulation in Luxembourg.
05/30/2019
Another huge year for St. James’s Place
St. James’s Place is committed to training and developing the next generation of advisers and has invested some GBP10 million into the St. James’s Place Academy
05/30/2019
UBP enters the world of cricket
The upcoming 12th edition of the Cricket World Cup, in the UK, is expected to be one of the most viewed sporting events ever.
05/30/2019
It’s never enough by Tim Price
Our conclusion: in an imperfect and challenging world, you probably can’t be diversified enough.
05/30/2019
Weatherbys Private Bank reports record lending
Weatherbys pointed to a “customer-centric” approach as the group’s pre-tax profits rose 33 per cent to £7.6m.
05/30/2019
Avignon Capital win at the 2019 Wealth Adviser Awards
This is the third consecutive year that Avignon Capital has picked up an award at the Wealth Adviser Awards, winning Best Alternative Investment Manager in previous years.
05/30/2019
Singapore Bank Sees Southeast Asia as a ‘Haven’ From the Trade War
Bank differs from rivals that are focusing on Hong Kong: CEO
05/30/2019
Financial Planner gains simultaneous CISI and CII accreditations
It was imperative for us to achieve the two highest Financial Planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.
05/30/2019
Is advice still being cross-subsidised from elsewhere?
The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.