05/30/2017
The beauty of trusts for real estate investing clients
The more flexible buckets in which clients’ assets are stored, the more opportunities to plan.
Wealth and Asset Management
05/29/2017
A symbiotic relationship within independent wealth
These would include addressing the complexities that clients face, as well as having more flexibility in meeting compliance requirements.
05/27/2017
Brooks Macdonald duo named in Citywire Top 30 Under 30 list
Having qualified as a private client manager in 2014, Oliver joined Brooks Macdonald two years ago.
05/26/2017
A new chapter for wealth management in the Philippines
These include more investor-friendly regulation, education of customers and advisers alike, and a greater take-up and acceptance of technology.
05/26/2017
Old Mutual may have to touch UK cash reserve
The company was updating the markets ahead of its annual general meeting held yesterday in the UK.
05/26/2017
Old Mutual shareholders rebel against executive pay
Following public discussions about a possible vote against the plans Old Mutual presented a revised plan which was passed with 93% of votes at last year's AGM.
05/26/2017
UBS announces philantropy partnership with the royal welsh college of music and drama
But also to audiences, the local community and to the Welsh creative and cultural industries.
05/26/2017
Private client firm acquires Merrill Lynch's international trust and wealth structuring business
The CEO expressed his delight at concluding this deal
05/26/2017
Couple reject Coutts redress after suitability review
Wealth Manager understands that this is an isolated case and should not have wider implications for the bank.
05/25/2017
ABN Amro Private Bankers Snubbed
Liechtenstein's LGT Group recently confirmed to finews.asia the management re-shuffle across its Asian wealth management units.
05/25/2017
Old Mutual says may launch small IPO for Old Mutual Wealth
The listings are likely to take the form of a demerger, benefiting existing shareholders, but "with the possibility of a small initial public offering" for the wealth management division, the company said.
05/25/2017
deVere to “extensively develop” in Europe; James Green, new Head of the region
The move is part of the conclusions reached by the company-wide Strategic Review of its global business operation that began in March.
05/25/2017
RBC Wealth Management net income up 12%
Wealth Management net income of $431 million was up $45 million or 12% from a year ago, mainly due to increased earnings resulting from growth in average fee-based client assets which benefited from favourable equity markets, and higher net interest incom
05/25/2017
Old Mutual making progress with 'managed separation'
On 27 April, it also announced that it had agreed to sell its 26% stake in Kotak Mahindra Old Mutual Life Insurance to the joint venture partner, Kotak Mahindra Bank.
05/25/2017
Quilter Cheviot signs up to a ‘Bronze’ partnership with FEIFA
Quilter Cheviot’s relationship with FEIFA members will be headed up by Allie McMahon, business development manager
05/25/2017
KBI Global Investors looks to future as range of backers buy into green strategy
After surviving five changes of ownership, along with a drastic switch in its client base, KBIGI has hit a sweet spot in the specialist space and aims to double assets under management to €20bn within the next four years, writes Gretchen Friemann
05/25/2017
Standard Life and Old Mutual reveal how they acquire advice firms
In the wake of our cover story on acquisitions this week, the bosses of two major brands reveal how they pick and value their adviser targets
05/25/2017
Daniel Godfrey banks on green tech in trust launch
Former IA chief aims to return 7 per cent with clean energy strategy
05/25/2017
How to Attract and Retain High Net Worth Clients
Differentiate yourself by customizing your services and focusing on holistic family planning, not just investments.
05/25/2017
Will Robo-Advisors Disrupt Conventional Wealth Management?
Consider these insights on the effects of robo-advisors on the traditional wealth management industry.