06/21/2017
WH Ireland reports strong momentum in H1
The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.
Wealth and Asset Management
06/21/2017
Would you pay £150 per hour for financial advice?
Investec, the Anglo-South African lender and asset manager, also launched its own digital investment platform, Click & Invest, today.
06/21/2017
Metro Bank plans HNW expansion
The ability to assess cases on an individual basis and deliver bespoke solutions quickly and accurately has proved incredibly successful in the HNW market.
06/21/2017
Quilter Cheviot Returns as Headline Sponsor for BBC Countryfile Live 2017
Countryfile Live will take place across four days from 3 – 6 August
06/20/2017
Bahrain Private Wealth to Reach $200 Billion
The 17th annual study by BCG outlines the evolution of private wealth from both global and regional perspectives, addresses key industry trends, and places special emphasis on how players can create fresh and innovative client journeys by leveraging digit
06/20/2017
Moving towards hybrid advisory models in Asia
The research also highlights that 80% of HNW individuals in Asia would consider leaving their wealth management firm due to a lack of an integrated channel experience.
06/20/2017
India grappling with ebb-and-flow of falling fees, more clients
An exclusive Hubbis survey of almost 100 top Indian wealth management professionals delved into the abyss.
06/20/2017
How the fee-based model changes asset management
The commission-based model still dominates in Asia.
06/20/2017
Wealthy Chinese rise to 1.6 million in past decade, up nearly 9 times: survey
But the growth rate of China's private wealth market is expected to decline to 14 percent in 2017 to a total size of 188 trillion yuan.
06/20/2017
Natural capital, blockchain as the future of wealth management
He explains that Lykke’s business model is very simple; it wants to rewire the world’s entire financial system, while also launching a product to help save the environment.
06/20/2017
‘Phoenix Financial is PR Agency of the Year’
Phoenix was also shortlisted for 'Best Marketing or PR Campaign' in the recent WealthBriefing European Awards.
06/20/2017
Investec joins rush to automated wealth management services
New offer combines robo advice and active management
06/20/2017
Santander launches private bank
‘The launch of Santander Private is a significant step for our wealth management business,’ said Platts.
06/20/2017
Kalaris aimed to make wealth management unit a global player
Ex-Barclay’s banker helped expand the lender’s wealth management division
06/20/2017
Room 101: three wealth managers reveal their pet hates
Many funds will also have some sort of upfront fee.
06/19/2017
Morgan Stanley Reimagines Private Banking
The nation’s second-largest wealth-management firm is quietly focused on reinventing the bank’s digital platform.
06/19/2017
China to promote wealth management investment in commodities -regulator
"Commodities are indispensable resources for the industrial economy," Fang said.
06/19/2017
Estera wins at major brand management awards
Estera was presented with ‘Best Marketing and Business Development Team’, ‘Best Rebranding Campaign’ and ‘Brand of the Year’ accolades at the Citywealth Brand Management and Reputation Awards in London.
06/19/2017
£1tn family wealth transfer set to boost UK economy
Money gifted to families is expected to have a big impact on the economy as wealth 'floods into the market'
06/19/2017
P2P platform Yirendai ready to move up a financial league or two, including into wealth management
Analysts say that while larger platforms have scope to grow, smaller players will struggle in the face of tighter regulation