01/07/2020
The next generation of clients, with their need, desire and drive to make a difference, look set to bring to the wealth management industry the disruption that technology has yet to trigger.
01/07/2020
The jurisdictions covered in the update are Hong Kong, Singapore, China, Taiwan, Japan, India, Malaysia, Indonesia, Thailand and the Philippines.
01/07/2020
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen
01/07/2020
Investors tend to be rewarded for their patience and staying invested
01/07/2020
"we have recognised the demand from HNW clients for faster remortgages and we can now make use of a no search indemnity policy"
01/06/2020
Wealth creation is aspirational for Indians today. Our $5-trillion GDP aspiration will be tough to achieve without enabling business-creation opportunities: Cred's Kunal Shah
01/06/2020
The number of South Koreans with financial assets of over 1 billion won (US$854,000) rose 4.4 percent on-year to 323,000 in 2018, and they held 54 percent of their total assets in real estate and 40 percent in financial assets
01/06/2020
The value of the investment was not disclosed, nor was the value of the stake that CBPE would take in the business.
01/06/2020
Two Aberdeen-based financial advisers have teamed up to launch a new business.
01/06/2020
Louis-Dreyfus pledged her controlling stake in the firm as security for the loan.
01/06/2020
President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility
01/06/2020
“We encourage clients to run their finances like a business focused on three important cornerstones: their vision, values and goals."
01/03/2020
These will work across different functions, including product development, operations, sales specialists, capital markets, marketing and ETF strategists.
01/03/2020
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
In the 2017 calendar year the company had net inflows of more than £9bn
01/03/2020
Hatheway stepped down as head of investment solutions in August 2019, with the bulk of his roles being divided up among members of the alternatives, private client and mixed asset teams.
01/02/2020
The organisational changes are expected to eliminate some management layers, as a means of helping the bank function more efficiently when executing on transactions.