10/04/2018
OMGI re-brands as Merian Global Investors
The new name is inspired by the life of the scientist, artist and adventurer Maria Sibylla Merian.
Wealth and Asset Management
10/04/2018
Merian Global Investors announces partnership with Shakespeare’s Globe
Central to the firm’s belief is an understanding of the value clients place on their investments delivering in line with their expectations.
10/03/2018
Morgan Stanley Wealth Management Eyes Corporate Retirement Account Holders
The Wall Street bank’s wealth management division is improving services for plan sponsor employees
10/03/2018
Henley & Partners Publishes Comprehensive Guides to Swiss and Austrian Relocation
Because of their high levels of human development and peace and stability, as well as their strong international ties, Austria and Switzerland consistently feature near the top of both the Henley Passport Index and the Henley & Partners – Kochen
10/03/2018
Banks rush to lower threshold of wealth management products
Actions are in response to new government regulations regarding commercial bank services to individuals
10/03/2018
Schroders to take lion's share of Scottish Widows portfolio
But for the UK asset manager there was always a question mark whether it was worth taking the whole portfolio, someone close to the negotiation told Insurance Asset Risk.
10/03/2018
Lifting the lid on private banks' profitability
While last year may have been a record one for private banks, a report from McKinsey suggests this sector of the wealth market has plenty to fret about.
10/02/2018
China’s Family Inheritance Report Released, Golden Age for Family Wealth Inheritance
Chinese high net-worth individuals no longer consider whether or not they should plan for inheritance.
10/02/2018
HFMC Wealth acquires Generic Financial Management for £3m
Will help cope with ever-increasing regulatory burden
10/02/2018
Smith & Williamson merges with Irish rival
Deal is expected to increase turnover to more than €15m a year in the Republic
10/02/2018
Nicola Wealth Management Launches Infrastructure and Renewable Resource Fund
Nicola Wealth diversifies its offerings to include farmland, global infrastructure and other real assets
10/02/2018
Remodelling Singapore’s wealth management industry
In the race to deliver total financial solutions and advice to clients digitally, private banks will do well to manage digital transformation as a strategic risk
10/02/2018
US boutique family office breaks into London
As a result, single family office strategies are becoming excessively costly, inefficient and incapable of scaling for all but a few of the world’s wealthiest families.
10/02/2018
UK-based wealth manager selects Cybereason
"Cybereason is the only company that doesn't repurpose off-the-shelf-database technologies and generic machine learning algorithms."
10/02/2018
Andbank to close Bahamas private banking outpost
Andbank stated said the senior relationship managers and the portfolio manager of the Bahamas branch would continue working within the group.
10/02/2018
London-based investment firm becomes member of the Malta Stock Exchange
We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.
10/01/2018
Macquarie Private Wealth sheds retail futures arm
Macquarie's private wealth division has proven to be a challenge for the company over the past five years.
10/01/2018
Private Banks: Where's the Loyalty?
And how do the banks perform in these areas?
10/01/2018
KW Wealth makes first acquisition since rebrand
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
History-Making Deal for Acquisitive Listed Firm
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.