05/03/2018
How to attract high-net-worth clients
For advisors looking to attract HNW clients, it is vital that they have a plan set in place instead of hoping for them to walk through the door.
Wealth and Asset Management
05/03/2018
Old Mutual Wealth resumes TVAS report service with £150 charge
Old Mutual Wealth is relaunching it transfer value analysis service (Tvas), a month after it was suspended following changes to the UK regulator’s rules concerning pension transfers.
05/03/2018
Wealth and addiction: inside the troubled HNW mind
‘One in four people will experience a behavioural or mental health condition in their lifetime, and wealth certainly can’t buy immunity from that statistic,’ says Jonathan Edgeley.
05/02/2018
Finalists Chosen for Envestnet & Investment Advisor Annual Asset Manager Awards
Strategist of the Year and Other Best-in-Class Firms to be honored at Envestnet Advisor Summit in New Orleans, May 16-17
05/02/2018
Private Wealth Systems names top FinTech solution
The company’s private cloud-based system reduces the technology costs for private banks and investment managers, while allowing for global scale in a highly secure environment.
05/02/2018
Standard Chartered closes in on turnaround target as profits rise
Standard Chartered posted the highest revenue under the leadership of Mr Winters, who became chief executive in June 2005, while limiting cost increases.
05/02/2018
Lloyds' private bank tells its wealthy clients that emerging markets are 'THE asset class to watch'
On the flip side, Mexico is holding a general election this summer and with the leftist candidate surging, its government could be subject to political change.
05/02/2018
Investors may get Old Mutual break-up bonanza
The group, which held what is expected to be its last annual general meeting in London on Monday, was on schedule and below budget with the managed separation strategy it embarked on just over two years ago, Old Mutual plc chairman Patrick O’Sulliva
05/02/2018
How these wealth firms replaced their CEOs
Knight says that the process was facilitated by the fact that Macdonald, who led the business for 25 years since its founding in 1991, informed him of his decision to retire long before.
05/02/2018
Successful completion of POC ERI-Riskifier
The proof of concept shows how Riskifier’s solution can streamline investor risk profiling, as well as enable financial institutions to improve their investment decision-making on behalf of their clients by using additional behavioral and social ins
05/01/2018
Thailand - recent developments in wealth management
There have been a number of recent legal and regulatory changes in Thailand that have impact from a wealth management perspective.
05/01/2018
Dubai International Financial Centre Named best International Finance Centre
DIFC offers a highly successful wealth management platform.
05/01/2018
HSBC Private Banking Expands to Seattle
The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.
05/01/2018
Stifel reports 'strongest first quarter performance' in company history
Brokerage revenue climbed nearly 10 percent year-over-year to $264 million, while investment banking revenue grew 39 percent to $176.4 million.
05/01/2018
AFL Investments rebrands as Argus Wealth
Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.
05/01/2018
Chess body hit by US sanctions as UBS shuts down account
No bank willing to take Fide as client while Kirsan Ilyumzhinov remains president
05/01/2018
BNP Paribas’ Bank of the West opens private wealth management services in Manhattan
The Group is looking to put over a hundred private wealth advisors in place in the next three years.
05/01/2018
Changing Perceptions: How Private Banks Are Nurturing Young Leaders
As a result, over the past decade or so private banks have developed suites of so-called next-generation programmes with the aim of deepening their involvement with such customers.
05/01/2018
St. James's Place Academy adds 32 to its ranks
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
Standard Life Wealth eyes MPS platform migration
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years