04/14/2019
Brewin Dolphin joins fight for Investec
UK wealth manager aims to consolidate position in Ireland with €60m deal
Wealth and Asset Management
04/14/2019
swissQuant Group crowned with two awards
Emma Crosby from SKY News presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.
04/13/2019
Venezuela government intervenes at private bank after offshore affiliate closes
It will allow the bank to keep operating, but dividend payments, new investments, and new board appointments will be prohibited.
04/12/2019
The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/12/2019
Why the Wealth Management Market is set to explode?
The technological advancements in Artificial Intelligence have enabled the platforms to provide services
04/12/2019
Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
04/12/2019
Carret Private: Leveraging its Greater China Successes with Singapore Expansion
Carret Private was formed in 2016 by Ho and two fellow managing partners.
04/12/2019
Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
04/12/2019
Winners Of WealthBriefing European Awards 2019
The ceremony is part of a series of awards
04/11/2019
Thailand’s Dynamic Wealth Management Market: Rising to the Opportunities
Struebi and Weiser gave a brief overview of Simon-Kucher, which is a mid-sized consultancy and global leader in marketing, pricing and sales consulting.
04/11/2019
Charles Stanley Direct clients ignore fee hike to lift assets 15%
For more than five years we have striven to absorb the cost of these forces internally
04/11/2019
US high net worth market expanding at record pace: Cerulli
Managing the wealth of HNW clients - those with greater than $5m in investable assets - is understandably appealing to advisory practices; however, many firms lack the resources or capabilities to serve the high end of the market effectively.
04/11/2019
Tilney figures show recovery after 'challenging' assets slump
They also showed gross new inflows of £2.9bn at the end of 2018, down from £3.2bn in the previous year.
04/11/2019
Simon Talks about Use of Private Trust Company Structures for Family Business Ownership
“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.
04/11/2019
Technology: the M&A Influencer
Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.
04/10/2019
China may approve foreign-owned wealth managers raising public funds in 2021
The firm will apparently suspend new issues of private funds and has started selecting vendors for the public fund product.
04/10/2019
How did Bernie Sanders make his money? A look at his wealth and assets
Until he releases his tax returns, here’s a look at what is already known about the senator’s income and assets.
04/10/2019
Massive Impact on Wealth Management App Market Globall0y To 2025
It has been summarized with a blend of primary and secondary research techniques.
04/10/2019
Annual General Meeting of Julius Baer Group
The Financial Statements and Consolidated Financial Statements 2018 were approved and the Remuneration Report 2018 was approved in a consultative vote.
04/10/2019
MUFG looks to acquire more asset managers
MUFG has been the most aggressive Japanese lender in snapping up overseas assets, as it diversifies business and expands in markets such as Southeast Asia to counter rock-bottom interest rates at home.