01/29/2018
Wealth consolidator profit jumps 83% on 14 acquisitions
The numbers represented the fourth consecutive year of growth and improved profitability for AFH since it joined in AIM in 2014.
Wealth and Asset Management
01/29/2018
Scottish Labour’s proposed wealth tax would hit pensioners
This could hit households with a combined “wealth” of £1 million.
01/29/2018
Brokers informed: Real world threats demand bespoke solutions
This means that the true level of violent crime could be higher than reported.
01/29/2018
7IM shifts MM portfolios towards active funds as 'market becomes more discerning'
Ramped up passive exposure in 2016
01/29/2018
Rising Middle Eastern private wealth means advisers need to stay sharp
Continuous training is key for financial service professionals to stay on top of a changing market
01/29/2018
SJP stops Axa running £4.6bn fund
GMO and Jennison Associates appointed
01/29/2018
UBS bankers ‘frustrated’ with growth on Wall St
Insiders remain optimistic because of strategic hires and new global wealth business
01/29/2018
Swiss Private Bank Moves in Miami
CBH has subsidiaries in Nassau, London, Hong Kong and Tel Aviv.
01/29/2018
Jersey Named as Leading IFC for Sixth Time in a Row at Citywealth Awards
Jersey’s reputation as a leading centre for private wealth management has been highlighted for the sixth time, being named ‘International Financial Centre of the Year’ in the annual Citywealth IFC Awards.
01/26/2018
Trump to pitch America First to Davos elites
Trump, a real estate mogul and former reality TV star, had never been invited to Davos before. He basked in the praise of several executives, who applauded his tax cuts.
01/26/2018
DBS to grow Asia private banking headcount up to 20%
DBS Group is to grow the number of people working in its private banking business even further to tap into rising Asian wealth, having already added 20% to its headcount in 2017.
01/26/2018
Liechtenstein private bank expects 'New Money to Drive Profit'
The positive development seen in net new money during the first half of 2017 also continued during the second half of the year.
01/26/2018
Global financial services provider acquires Capco Trust
Deloitte and Bedell Cristin acted as advisors to Ocorian in this transaction.
01/25/2018
Raymond James Private Client Group reports record quarterly net revenues
Growth in securities commissions and fees, as well as higher short-term interest rates, helped the segment generate record results in the fiscal first quarter.
01/25/2018
Growth in adviser business takes Brewin to £41.5bn
Advisers recommended £400 million of client assets should be invested in discretionary funds offered by Brewin.
01/25/2018
Close Brothers AM sees assets swell amid rising market conditions
Up 8.2% over past five months
01/25/2018
Credit Suisse Set to Open Second Wealth Unit in Asia
Regulations, political uncertainty and the lack of a deep talent pool are among numerous reasons many have held back.
01/25/2018
Canaccord discloses its fund manager red flags
You can definitely get a good steer as to how well they will perform from a face to face.
01/25/2018
Swiss Private Bank Eyes Asian Deal
UBP is profitable in Asia, but small for its ambitions, according to de Picciotto, who is the son of firm founder Edgar de Picciotto.
01/25/2018
Doing wealth solutions the right way
This longevity drives their philosophy of taking a long-term view when dealing with a client.