03/26/2019
A key area the wealth management sector can benefit from new financial technology is by improving its day-to day-reporting and analytics services.
03/26/2019
Rolex watches have crossed parallels and meridians on the wrists of intrepid skippers and ardent yachting enthusiasts.
03/25/2019
Mark-to-market values have become less reliable as more money moves into private investments.
03/25/2019
Tech pioneer Dame Stephanie Shirley also blazed a trail in flexible working.
03/25/2019
While there have been improvements in the past decade, many of the challenges and shortfalls still persist.
03/25/2019
Commonwealth Bank this month indefinitely suspended a plan to float its wealth and mortgage broking business
03/25/2019
Managing millions, making little: Can wealth management start-ups succeed?
03/25/2019
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada
03/25/2019
We have been evaluating numerous third-party funds
03/25/2019
Michiel van Voorst, who has served as Asian equities CIO since he joined the firm in January 2018, will be in charge of the merged fund.
03/25/2019
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/22/2019
Still, even if wages have come down slightly at Vontobel, they will still be by far the highest.
03/22/2019
T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares
03/22/2019
Wealth manager hits back at veteran investor’s critics
03/22/2019
Thiam is rewarded after taking a cut last year amid losses
03/22/2019
The bank will reduce the number of market heads to six, from 14 previously.
03/21/2019
The investment bank now expects to achieve mid-single-digit adjusted returns on attributed equity for the first quarter, compared to its 15 per cent target over the 2019-2021 period and 12.9 per cent achieved in 2018.
03/21/2019
“There are two key elements that we factor in to our approach,” Lee begins, “at EFGAM, we believe that asset allocation is the key to constructing any portfolio as asset allocation can explain 90% of a portfolio’s performance.
03/21/2019
Quilter research shows it is something rarely being discussed or planned