Managers of Wealth

Tells Investors: Lower Expectations

Investors will likely face muted equity performance, coupled with about $11 trillion in negative-yielding debt globally

Wealth manager challenges market with ‘fair’ advice fee

Welsh start-up’s price plan has the potential for a big win for savers

Advisors who fail to embrace professionalism this decade do so at their peril

At the same time, it opened many investors’ eyes to the cost of financial advice – and the impact of that cost on their total returns.

Old Mutual Wealth adds 'scheme pays' feature to settle annual allowance breaches

Instead of building up large debts, clients can now use their personal pensions to pay their annual allowance tax charge where they have exceeded the limit.

Foreign managers see new opportunity from Chinese banks

The first foreign manager tie-ups with local banks for the new segment were announced in December

Tilney pays out after failing to replace adviser

Ms L was without an adviser from July 2017 until she withdrew all her funds from Tilney in October 2018.

Dolfin Model Portfolios Outperform Their Benchmarks Across Most Primary Currencies and Risk Profiles

Dolfin will release its Q1 2020 investment outlook later this month with full details of the performance of all of its portfolios in 2019

What will innovation in private banking look like in 2020?

Private banks and advisers to HNWIs are under continued pressure to remain profitable and relevant to their clients.

UBS Plans Miami Office to Work With Latin American Wealth Firms

New office to provide services for third-party wealth advisers

St James’s Place pulls plug on Irish acquisition

Halting SJP’s planned DFM roll-out on the Emerald Isle

Global Market Insights - WHIreland Wealth Management

Inevitably, not all assets provided such positive returns.

Rethinking Wealth Management For The Next Decade

Wealth management firms will need to embrace technology and move to provide holistic, personalised advice that is in sync with evolving investment trends and investor needs.

Mercer Advisors Acquires CCP, Inc.

Acquisition of CCP, Inc. (Registered Investment Adviser), expands Mercer Advisors' Presence in Illinois

UBS: What Now, Tom Naratil?

It isn’t clear whether the plan for Naratil's exit paves the way for Khan to then run the unit alone.

Van Lanschot Kempen to recognise a goodwill impairment

The impairment reflects the application of IFRS standards and does not affect Van Lanschot Kempen’s liquidity position or CET 1 ratio, as the determination of CET 1 capital already deducts goodwill.

BCV searches for fixed income investment manager

The role is based at BCV’s headquarters in Lausanne.

Revealed: The winners of Citywire's US Offshore Awards

It’s now time to reveal the winners.

Envestnet Acquires Minority Stake In Dynasty To Launch Advisor Service

The Advisor Services Exchange, set to launch later this year, will provide Envestnet clients with the ability to leverage value-added services currently available to Dynasty network firms, such as access to growth capital, business management tools, marke

Australian wealth manager identifies 67 rogue advisers

Despite earlier having referenced provisioning for a remediation bill in the order of A$223m, IOOF acknowledged that it had not actually commenced making remediation payments because it was still collecting and assessing the data.

Wealth managers record strongest year of the decade

Wealth managers registered their strongest annual return of the decade in 2019 as the bull market proved it still had legs.

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Wealth and Asset Management