07/12/2018
JPMorgan to sell India fund management arm that targets HNWI
JP Morgan Asset Management is preparing to exit all four remaining investments made from its first India-focused realty fund
Wealth and Asset Management
07/12/2018
Liontrust reports net inflows of £320m in Q2
‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’
07/12/2018
UBP expands its euro fixed-income offering
The fund is currently available to investors in Austria, Denmark, Finland, France, Germany, Italy, Luxembourg, the Netherlands, Norway, Sweden, Switzerland, and the United Kingdom.
07/12/2018
SGG Group acquires Augentius
The services offered by Augentius will complement SGG Group’s current funds offering, including a state-of-the-art technological platform and experienced team with the reputation of providing high quality service.
07/12/2018
Partners Group reports significant growth in client investments
This brings its assets under management to a total of CHF 78.1 billion as of 30 June 2018, having undergone net growth of 8%.
07/12/2018
Berenberg wins first FTSE 100 broking client
Germany's oldest bank that is trying to win more work with the UK's largest companies
07/11/2018
Geneva PB suffers disappointing start to 2018
The final results will be announced at the end of the month, following the approval of the board of directors.
07/11/2018
Why wealth management is an irreducible service
Buying equities or bonds was not easy, and during that period we can presume that the private banking industry benefited from a kind of ‘operational’ monopoly.
07/11/2018
Harwood Wealth takes advantage of consolidation
The spree included four independent financial advisers, while non-binding terms were agreed with a further 18 companies.
07/11/2018
Ireland is new favourite for wealthy Chinese emigrants
The findings in the report, carried out by Hurun in association with immigration legal services provider Visas Consulting Group, are based on a survey of 224 Chinese high net worth individuals.
07/11/2018
Ex- KBL subsidiaries merge to form Compagnie Financière Richelieu
Banque Richelieu Monaco (formerly KBL Monaco Private Bankers is chaired by Antoun Sehnaoui. Jean Danckaert remains the bank’s member of board and managing director.
07/11/2018
Old Mutual Wealth buys £100m Carlisle IFA
The new advisers 'bring high-quality expertise
07/10/2018
Jupiter unveils absolute return fund in Merlin multi-manager range
Run by Independent Funds team
07/10/2018
Old Mutual and Friends Provident facing prospect of multi-million pound class action over mis-selling claims
UCIS are not available to regular investors in the UK due to their risk and the fact that they are not covered by the oversight of watchdog the Financial Conduct Authority.
07/10/2018
UBS Wealth Management rolls out equity compensation platform
The new platform will emphasize clarity of information.
07/10/2018
DBS opens exclusive Xinyi branch as it aims to grow private banking market
The flagship branch, which targets clients with NT$30 million (US$987,297) in assets, is to provide financial services, travel privileges and customized financial planning in a “friendly and private environment,” Tan said.
07/10/2018
Liechtenstein Bank Eyes Asia After Stemming Tax-Related Outflows
Seeks partnerships with a view to gaining rich Chinese clients
07/10/2018
Goldman Leans on Dealmakers to Feed Wealth-Management Ambitions
Goldman’s annual client growth tends to come from those who recently made fortunes by selling companies or taking them public with the help of the investment bank, said Christopher French, who heads private wealth management in Europe, the Middle Ea
07/10/2018
The Death of Swiss Banking?
The doom and gloom is due to end of banking secrecy, which many Swiss banks used to help their foreign clients dodge and cheat taxes at home.
07/10/2018
Women in tech – it’s not about being Wonder Woman!
It’s well accepted that role models play a vital part in encouraging more women to join the tech industry.