01/13/2020
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.
Wealth and Asset Management
01/13/2020
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
01/13/2020
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.
01/13/2020
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
01/13/2020
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.
01/13/2020
UBS Plans Miami Office to Work With Latin American Wealth Firms
New office to provide services for third-party wealth advisers
01/13/2020
St James’s Place pulls plug on Irish acquisition
Halting SJP’s planned DFM roll-out on the Emerald Isle
01/12/2020
Global Market Insights - WHIreland Wealth Management
Inevitably, not all assets provided such positive returns.
01/10/2020
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.
01/10/2020
Mercer Advisors Acquires CCP, Inc.
Acquisition of CCP, Inc. (Registered Investment Adviser), expands Mercer Advisors' Presence in Illinois
01/10/2020
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.
01/10/2020
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.
01/10/2020
BCV searches for fixed income investment manager
The role is based at BCV’s headquarters in Lausanne.
01/10/2020
Revealed: The winners of Citywire's US Offshore Awards
It’s now time to reveal the winners.
01/10/2020
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
01/10/2020
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.
01/10/2020
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.
01/10/2020
Mercer Acquires Another Wealth Management Practice
The company now has around 400 employees overseeing more than $18 billion from 47 offices around the country.
01/10/2020
Quilter scores £800m more in assets with fresh advisory takeover
Prescient was founded by managing director Chris Woodhams, who will retire following the deal.
01/09/2020
Zedra swoops on BNP Paribas Singapore Trust
The deal will add to ZEDRA’s existing headcount of over 550 industry experts across 13 countries