08/15/2018
Speakers’ success in China should inspire more Guernsey practitioners
GF will provide a market update, with Wendy and Dorothy also discussing their latest activities and achievements in their respective regions.
Wealth and Asset Management
08/15/2018
How Lombard Odier got into the Islamic investment space
Islamic Business & Finance sits down with Arnaud Leclercq, Limited Partner at Lombard Odier Group about the launch of a certified Shari’ah-compliant mandate aimed at GCC individual investors.
08/14/2018
How a Swiss bank was toppled by a financial scandal in Malaysia – and what can be learned from it
When in 2014 it was reported that 1MDB had amassed US$11 billion in debt, posing a threat to the Malaysian ringgit, the scandal began to unravel.
08/14/2018
Report Suggests Wealth Managers Should Offer Clients Self-Directed Planning
Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.
08/14/2018
Credit Suisse Is Splitting Its Main Wealth Unit Into 7 Regions
An announcement about the split, dubbed “Project Momentum,” could come as early as this week, the people said.
08/14/2018
JPMorgan to Shut Investment Accounts for Foreign Retail Clients
JPMorgan’s private-bank clients won’t be affected, the people said.
08/14/2018
Wilmington Trust Announces Leadership Appointments to Wealth Advisory and Private Banking
Buccella earned an MBA from Babson College, and a bachelor’s degree from Boston College.
08/14/2018
ETFs continue to appeal to wealth managers and their clients
And the data shows that the majority of these flows can be attributed to the top 20 ETFs by net new assets, which collectively gathered USD105.43 billion during 2018.
08/14/2018
Astorg-backed group, SGG’s acquisition of First Names Group
Jersey-based First Names Group provides private client, corporate, and fund services.
08/14/2018
Can UK agencies deal with unexplained wealth orders?
‘What’s a trust?’ asks one investigator
08/14/2018
Will Asia’s WM firms outsource more services?
Fosler explained that although distributors in the region already have in-house portfolio construction capabilities, some of them lack expertise in all key areas.
08/14/2018
What Citi PB looks for under the hood
The bank looks for fund managers with an interesting product that fits into Citi’s forward-looking investment themes, she said.
08/14/2018
Vistra Completes Acquisition of Corporate Services Business from Deutsche Bank
Operating in the United Kingdom, Ireland, Luxembourg, the Netherlands, Jersey, Mauritius, Cayman Islands and the US, the business employs 139 staff globally, with existing Vistra offices combining with the teams in these jurisdictions.
08/13/2018
The New Wellness Trend For Women Is Wealth
A new Workplace Benefits report released by Bank of America Merrill Lynch found that women are plummeting on the financial wellness scale with more fear and stress than their male counterparts.
08/13/2018
The Preservation Game: Lombard Odier builds its family services practice in Asia
From her Singapore base as head of Lombard Odier’s family services practice, Lee oversees three key areas of the Swiss private bank’s business in Asia.
08/13/2018
Noor Bank Launches Noor Wealth for High Net Worth Individuals
Moreover, dedicated and specially trained Noor Wealth relationship managers enable clients to build investment portfolios based on their risk appetites and financial goals.
08/13/2018
Hargreaves duo share bumper £81m payout
Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.
08/13/2018
UBS and Morgan Stanley Shed Reps to Rivals
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
08/13/2018
Mixed-sex teams show best return as asset managers
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Big UK banks wade back into wealth management
Sector hunts for areas of growth after years of restructuring and regulatory issues