03/26/2019
Schroders-Lloyds wealth joint venture announces management team
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
Wealth and Asset Management
03/26/2019
NFP To Acquire Bronfman Rothschild
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
A key area the wealth management sector can benefit from new financial technology is by improving its day-to day-reporting and analytics services.
03/26/2019
A wealth of gold at Rolex
Rolex watches have crossed parallels and meridians on the wrists of intrepid skippers and ardent yachting enthusiasts.
03/25/2019
The Global Wealth Illusion Is Paper-Thin
Mark-to-market values have become less reliable as more money moves into private investments.
03/25/2019
Equal pay for women? In 400 years, perhaps
Tech pioneer Dame Stephanie Shirley also blazed a trail in flexible working.
03/25/2019
Private Wealth Management – A Time of Dramatic Change
While there have been improvements in the past decade, many of the challenges and shortfalls still persist.
03/25/2019
Hayne commission leaves banks' wealth plans in disarray
Commonwealth Bank this month indefinitely suspended a plan to float its wealth and mortgage broking business
03/25/2019
Managing millions, making little: Can wealth management start-ups succeed?
Managing millions, making little: Can wealth management start-ups succeed?
03/25/2019
7IM overhauls pricing for HNW clients
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Onex swoops on wealth manager
Gluskin Sheff is one of the largest and most respected independent wealth management firms in Canada
03/25/2019
UBS, Morgan Stanley and Others Add OZ Tax-Break Vehicles to Wealthy Client Offerings
We have been evaluating numerous third-party funds
03/25/2019
UBP hands Asian equities CIO newly-merged strategy
Michiel van Voorst, who has served as Asian equities CIO since he joined the firm in January 2018, will be in charge of the merged fund.
03/25/2019
Leeds-based wealth manager acquires London IFA
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/22/2019
Which Swiss Bank Pays the Most?
Still, even if wages have come down slightly at Vontobel, they will still be by far the highest.
03/22/2019
Top five GAM shareholders nurse losses of $840m
T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares
03/22/2019
St James’s Place defends Woodford’s record on its own funds
Wealth manager hits back at veteran investor’s critics
03/22/2019
Credit Suisse Boosts Thiam's Pay 30% After Turnaround Ends
Thiam is rewarded after taking a cut last year amid losses
03/22/2019
Deutsche Bank launches European wealth offensive
The bank will reduce the number of market heads to six, from 14 previously.
03/21/2019
UBS to cut 2019 costs by $300m
The investment bank now expects to achieve mid-single-digit adjusted returns on attributed equity for the first quarter, compared to its 15 per cent target over the 2019-2021 period and 12.9 per cent achieved in 2018.