05/02/2018
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
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
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
There have been a number of recent legal and regulatory changes in Thailand that have impact from a wealth management perspective.
05/01/2018
DIFC offers a highly successful wealth management platform.
05/01/2018
The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.
05/01/2018
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
Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.
05/01/2018
No bank willing to take Fide as client while Kirsan Ilyumzhinov remains president
05/01/2018
The Group is looking to put over a hundred private wealth advisors in place in the next three years.
05/01/2018
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
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
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
Follows split from single-strategy business
05/01/2018
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.