12/12/2018
St James's Place acquires protection specialist
The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹
Wealth and Asset Management
12/11/2018
Singapore private banks target Middle East, NRI clients
DBS plans to expand in the Middle East by doubling the number of private bankers there over the next five years, from more than 20 now, the bank said.
12/11/2018
Investing in the Asian Credit Markets in a Smarter Way
The fund has a moderate number of holdings of around 70 positions and is A rated on Citywire as well as followed by Morningstar.
12/11/2018
Value Idea Contest: Credit Suisse as a Value Investment?
Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world
12/11/2018
Alfa-Bank owners discuss sale with VTB and UniCredit, sources say
Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank
12/11/2018
Credit Suisse capital return plans risk disappointing investors
Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year
12/11/2018
Wealth Management firm plans for growth
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.
12/11/2018
LOIM launches UCITs version of TerreNeuve strategy
The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.
12/11/2018
Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2019 Citi Hildebrandt Client Advisory
U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade
12/11/2018
Syz Group launches private markets investment unit
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February
12/11/2018
UBS AM and APG join to target Japanese residential market
The club will undertake a primarily build-to-core investment strategy with some allocation to the re-positioning of income-producing operating assets, it said.
12/11/2018
A Sudden Windfall: BMO Wealth Management Report Reveals a Shift in Canadians' Financial Priorities After Receiving Wealth Unexpectedly
While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.
12/10/2018
Franklin Templeton sets eyes on retail boost regionally
Asset manager had $717.1 billion of assets globally in 2018
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/10/2018
Ascot Lloyd buys rival adviser firm
Ascot Lloyd will take control of three new offices in the region: Wolverhampton, Nuneaton and Bromsgrove.
12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
12/09/2018
Julius Baer in talks with Santander over Venezuela business: sources
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Sanctuary Wealth Partners Expands Its Elite Roster of Independent Advisors
Sanctuary is delighted to expand our exclusive Advisor network in Ohio with the addition of 3 Seeds Wealth.
12/07/2018
RBC Wealth Management - U.S. launches Client Risk Prevention Division
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients