10/03/2017
Guardian Wealth enters US market
Guardian Wealth Management has launched its first office in the United States
Wealth and Asset Management
10/03/2017
Rethinking the wealth management model of tomorrow
Are most wealth managers really adding value anymore to clients?
10/03/2017
The Winner Take Most In The Wealth Management Industry
The complication is that the great majority of wealth managers and other professionals are not using behavioral best practices like street-smart networking.
10/02/2017
Macquarie sets sights on CFSGAM acquisition
Many analysts say the platform would be a positive acquisition for Macquarie, which already controls $481bn worth of assets, including prized infrastructure around the world.
10/02/2017
AFH snaps up wealth management counterpart
This thirteenth purchase of an IFA businesses during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
10/02/2017
Helping financial institutions become future-ready
UBS Singapore has enjoyed a close and collaborative relationship with IBF.
10/02/2017
Van Lanschot Kempen spins off trading platform
Van Lanschot Kempen will remain involved with Captin by providing trading facilities and accounts for Captin clients.
10/02/2017
Northern Trust Completes Strategic Acquisition
Firmly Established as a Top 10 Asset Servicing Provider in Luxembourg and a Leading Administrator by Assets in Switzerland
10/02/2017
Leading Fund Administration Business Becomes Vistra
Specialising in auditing, tax consultancy, legal advisory, and management consultancy services, optegra has a staff of 120 professionals based in offices in Cologne, Hamburg and Munich
10/02/2017
Taking the wealth management industry forward in India
Wealth managers need to keep a watch on small- and medium-sized promoters, and grow with them.
10/02/2017
Falcon Group: Strategic repositioning centred around new digital capabilities
As part of its strategic repositioning, Falcon also presents a reshaped brand appearance to reflect its agility and power of innovation.
10/02/2017
Old Mutual Wealth to decide on fund management unit before IPO
Chief executive plans to keep the part of OMGI that deals with multi-asset strategies
10/02/2017
JTC completes acquisition of international trust division from Merrill Lynch
The ITWS business, which will now be assimilated into JTC’s Private Wealth Services division, provides the administration of trust services for international advisory clients.
10/02/2017
RBC Global Asset Management lowers administration fees for certain RBC Funds and PH&N Funds
Please consult your advisor and read the prospectus or Fund Facts document before investing.
10/02/2017
Bahamas Takes Step To Boost Its Presence
Topics discussed at the conference included the Common Reporting Standard (CRS); corruption; Bitcoin; and tax amnesty.
10/01/2017
The Bahamas are open for business After Hurricane Irma and Maria
The Bahamas Ministry of Tourism and Aviation continues to support recovery efforts in the southern islands and will seek to aid efforts throughout the Caribbean for those adversely impacted by these storms.
09/29/2017
Robo-advisors storm into Southeast Asia to change wealth management
The benefit of robo-advisors has driven up growth in the market exponentially; at the end of 2014, according to professional services company Deloitte, eleven of the leading robo-advisor firms recorded near 65 percent growth compared to 2013.
09/29/2017
Client experience must be top adviser priority
The unprecedented challenge the industry is facing is either an opportunity or a threat depending on where you stand.
09/29/2017
UBS CFO Says `Constantly Approached' Over Asset Management Unit
Many banks that are owners for asset management see it as way to address capital challenges.
09/29/2017
Trump's Gift To The Wealth Management Industry
A portion of the wealthy will use their tax savings and invest in job-creating businesses.