09/29/2017
Technology Is a Threat to Wealth Managers
The report finds that while executives at wealth management firms express a high level of awareness of hybrid advice models.
Wealth and Asset Management
09/29/2017
Chinese and Luxembourg Bankers Get Closer
The agreement aims at establishing a regular communication and information sharing between the two banking associations as well as at jointly organising professional events.
09/29/2017
China's Uber-Rich Prompt Haitong to Build Hong Kong Private Bank
Securities firm targeting clients worth $10 million or more
09/29/2017
Why we charge private and institutional clients the same fees
Fees is not the only area where there is an overlap with the institutional space.
09/29/2017
Vontobel liquidates multi-manager chief's income fund
The firm confirmed that Arnold remains with the firm.
09/29/2017
Wealth boutique abandons UK expansion plans
The core team over on the Isle of Man has shifted around a bit and focuses have shifted, so there are no resources to go ahead and do it.
09/29/2017
Rathbones considers bolstering northern presence
Rathbones initially declined to comment about the new office
09/28/2017
Vanguard knocks on China’s door to join crowded wealth management market
World’s largest mutual fund manager is one of a number of big-name firms trying tap the sector as it opens to foreign competition
09/28/2017
Daiwa Securities homes in on rich Japanese in Southeast Asia
Niche strategy aimed at staying above the fray
09/28/2017
Why Labuan IBFC has an edge in wealth planning for Asia
The federal territory of Malaysia itself is also becoming a pivotal player in ASEAN.
09/28/2017
Why hybrid advice offers a new way for wealth management
The investment returns of HNW individuals in 2016 were very positive.
09/28/2017
Zurich-based wealth manager reveals MiFID II payment stance
Top-down allocation also means a strong emphasis on specific leading investment themes.
09/28/2017
Wealth firm with £1.8bn ambition to be wound up
The company ran into problems over the last year.
09/27/2017
Expense Report Costs Morgan Stanley Veteran Her Career
Morgan Stanley reported that she was fired over an allegation that “event attendees on employee’s expense report incorrectly included one person who did not attend event.”
09/27/2017
Quilter Cheviot partners with fintech firm for online cash platform
The Flagstone platform allows clients to open and fund new bank accounts simply and efficiently.
09/27/2017
RBC Reflies Flag in Miami with Billion-Dollar AUM Morgan Stanley Team
He has partnered with Bosch since they met at at Bear.
09/27/2017
Freud Meets Finance: Why Wealthy Clients Are Using Financial Advisors For Money Therapy
Several years ago, Mossanen held what some might consider a family intervention with one of his best clients, an Iranian immigrant couple living in the Bel Air section of L.A.
09/27/2017
Regulatory MoUs at heart of Guernsey’s 10-year development in China
China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.
09/27/2017
Singaporean bank considers Luxembourg base
It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.
09/27/2017
Standard Life and Seven IM multiple winners at UK Platform Awards
Nucleus again Platform of the Year