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.
Wealth and Asset Management
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.
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.
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.