05/15/2018
Security Bank opens new investment fund
This fund enables wealth management clients and retail investors to invest in firms that can attain long-term, stable and above-market earnings growth, it added.
Wealth and Asset Management
05/15/2018
Christian Fringhian: «The System Is to Everyone's Profit»
The former fixed income banker is targeting entrepreneurs at mid-sized firms, but also building relationships with yield-starved institutional investors such as pension funds and hedge funds.
05/15/2018
Is Envestnet’s market dominance also its weakness?
The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.
05/15/2018
Clients’ digital ways have advisers jumping headfirst into fintech
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.
05/15/2018
Stifel Buys The Business Bank of St. Louis
Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.
05/15/2018
Northern Trust Asset Management provides tax-transparent fund range for Danish institutional investors
Confirmation of tax-transparency by local country tax authorities enables investors to obtain the same withholding tax rates as if they had invested directly in equities
05/15/2018
Asia’s wealth market: cautious optimism dominates the investment landscape
With the developed world’s asset, fixed income and asset markets having been on an upward surge for nine years, and having passed the test of a rise in volatility early this year, wealth advisers have had time to assess the first quarter of 2018.
05/15/2018
UBS: Stadler's Strategy for the Rich
Then he expanded his sphere of influence with the integration of the UHNW Americas business.
05/15/2018
Bank of Hawaii partners with Japan-based SMBC Trust Bank
The agreement includes discounted wire transfer services between Hawaii’s second-largest bank and SMBC Trust Bank
05/15/2018
Hargreaves Lansdown net inflows grow, market growth falls
The company said assets under administration stood at £88.8bn as of 30 April
05/15/2018
Rothschild Raises €655 million for European Lending Fund
Private debt funds raised a record $52.8 billion last year
05/15/2018
Old Mutual Wealth adds £200m assets with Scottish firm
Most of its clients are in London and the South East.
05/15/2018
ABN AMRO reports net profit of EUR 595 million for Q1 2018
The underlying cost trend in Q1 continues to benefit from cost savings.
05/14/2018
Phoenix Financial PR shortlisted as Communications & PR Agency of the Year
2018 is shaping up to be an excellent year, and we are delighted to be shortlisted once more in these prestigious and much sought after Awards.
05/14/2018
Crossbridge Capital Expands Platform
Crossbridge Capital has introduced CONNECT Prime, a premium wealth management service
05/14/2018
Multrees at the PAM Annual Front Office Dinner
The important thing for wealth managers “is balancing clients’ digital expectations and the need for human collaboration.
05/14/2018
Peter Hargreaves rockets up 2018 Rich List, as he shoots for stars
The paper also revealed how Hargreaves has joined the likes of fellow billionaire Elon Musk by investing in a space project.
05/14/2018
Falcon PB rejects reports of potential sale
The statement comes following a Reuters report suggesting that Abu Dhabi state investor and Falcon owner Mubadala Investment Company has been trying to sell the bank.
05/14/2018
Wealth managers expect ESG strategies to flourish
Two thirds of professional investors expect to allocate more money to ESG strategies in the next three years, Royal London Asset Management has found.
05/14/2018
Wealth boutique signs up two IFAs to online service
RAFP principal Richard Alexander said the arrangement will enable him to offer investment management to both smaller and uneconomic clients, and those individuals that favour an online, direct service.