09/11/2018
Wealth management by algorithm
Sarwa combines technology and human advice to make investing easy
Wealth and Asset Management
09/11/2018
Wealth management firms to drive ESG investing says firm
The future of retail environmental, social, and governance investing will be driven by wealth management firms predicts Cerulli Associates.
09/11/2018
Fund consultancy group gets Swiss licence
Firm authorised to distribute collective investment schemes and tap outsourcing boom
09/11/2018
Intrinsic reports £15m loss
Intrinsic Wealth also paid £900,000 relating to a long-term incentive plan for advisers
09/10/2018
DIFC witnesses continued growth for Wealth and Asset Management firms
More than 200 asset management companies and specialist global advisors are now registered in the Centre, with over 60 significant funds domiciled in DIFC.
09/10/2018
Alexandre Bouchardy: determinedly marrying investor needs to market opportunities
The result, he explains, will be continuing volatility and more of the vulnerable borrowers exposed to default, with a more negative impact and sentiment for the emerging markets.
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/10/2018
Wealth managers must engage with the next-gen prior to wealth transfer
Simply opening a youth account in an heir’s childhood will not be enough
09/09/2018
Comment: Families, firms and the role of private banking
At Hampden & Co it is important for us that our clients know that we care about families as well as individuals.
09/07/2018
UBS: Perhaps Not as Unique
UBS' integration of its private bank in January led to the de facto demise of the bank’s glitzy client-facing women’s program – Unique.
09/07/2018
BGL BNP Paribas Luxembourg finalises ABN AMRO Bank acquisition
The deal financial terms were not disclosed, was first announced in February this year.
09/07/2018
Standard Bank Wealth International delivers strong half-year results
Client deposits increased by 4.7 per cent to £5.2bn and assets under management rose by 19.4 per cent to £2.9bn.
09/07/2018
The real Goldfinger: the London banker who broke the world
This is the story of how their dream failed and how a London banker’s bright idea broke the world.
09/06/2018
Guernsey Finance heads to Asia to highlight progress in the region
A Guernsey audience will learn more about developments in the Chinese market
09/06/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.
09/06/2018
Banking in Paradise: the rise of offshore's next major hub
The Caribbean’s breadth of experience with tailor-made wealth solutions is another trait attracting investors to its shores.
09/06/2018
4 Questions to Ask the Ultra-Wealthy Client
These questions will help you understand their family structure and sometimes complex tech needs.
09/06/2018
Democratising Asia’s mid-market accredited investment space
Crossbridge Capital Asia is making waves in the mid-market sector.
09/06/2018
JTC Acquires Minerva
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
Become A Millionaire By Investing In This Monthly-Paying REIT
Thanks to the power of compound interest (the investing magic that allows investment earnings to earn interest of its own), time is the most powerful variable an investor has on his or her side.