04/16/2019
Sanlam UK acquires financial adviser and employee benefits firm
“We look forward to working with our new colleagues at Sanlam to grow the business in the North of England and continuing to provide a goal-driven service for our clients.”
Wealth and Asset Management
04/16/2019
Equilibrium Asset Management sets £1m charity target
Gaynor Rigby, Managing Partner at Equilibrium Asset Management, said: “Giving back is part of the very fabric of Equilibrium – we do a lot of work through the Equilibrium Foundation and always emphasise the importance of charity work to the te
04/16/2019
Notre-Dame fire: Millions pledged to rebuild cathedral
The cause of the fire is not yet clear.
04/15/2019
Investor Groups Attack UBS
Geneva-based Ethos views the 73.3 million Swiss franc ($73.1 million) bonus pool for UBS' top 13 executives as inappropriate given the poor performance of the Swiss bank's stock last year.
04/15/2019
Swiss private bank to receive a license to operate at Abu Dhabi Global Market
This marks the Bank's second location in the UAE, enhancing its presence in the country
04/15/2019
Wealthtech Platform Jitta Aims to Remove the Jitters for Wealthy Thai Investors
For Beacon and its fellow investors to have put that much faith in a start-up speaks volumes for the proposition that Trawut has devised and created.
04/15/2019
Sanctuary Wealth Launches Sanctuary OCIO Solutions
New Division Expands Sanctuary’s Range of Investment Services for Advisors, Their High-Net-Worth Clients, Institutions, and Foundations
04/15/2019
Quilter deal for Lighthouse moves forward as timetable set in train
The current timetable says a court hearing is expected no later than 14 days
04/14/2019
Brewin Dolphin joins fight for Investec
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
swissQuant Group crowned with two awards
Emma Crosby from SKY News presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.
04/13/2019
Venezuela government intervenes at private bank after offshore affiliate closes
It will allow the bank to keep operating, but dividend payments, new investments, and new board appointments will be prohibited.
04/12/2019
The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/12/2019
Why the Wealth Management Market is set to explode?
The technological advancements in Artificial Intelligence have enabled the platforms to provide services
04/12/2019
Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
04/12/2019
Carret Private: Leveraging its Greater China Successes with Singapore Expansion
Carret Private was formed in 2016 by Ho and two fellow managing partners.
04/12/2019
Oman and UAE banks eye high net worth market
Wealth management centre and investment solutions on agenda to grow client offering
04/12/2019
Winners Of WealthBriefing European Awards 2019
The ceremony is part of a series of awards
04/11/2019
Thailand’s Dynamic Wealth Management Market: Rising to the Opportunities
Struebi and Weiser gave a brief overview of Simon-Kucher, which is a mid-sized consultancy and global leader in marketing, pricing and sales consulting.
04/11/2019
Charles Stanley Direct clients ignore fee hike to lift assets 15%
For more than five years we have striven to absorb the cost of these forces internally
04/11/2019
US high net worth market expanding at record pace: Cerulli
Managing the wealth of HNW clients - those with greater than $5m in investable assets - is understandably appealing to advisory practices; however, many firms lack the resources or capabilities to serve the high end of the market effectively.