01/17/2017
Ex-Coutts branch head launches wealth firm
The launch of Maven Wealth Management comes after the industry saw a number of new firms come to market in 2016.
Wealth and Asset Management
01/16/2017
Outlook 2017: A pivot year for investors
British multinational banking and financial services has released its Outlook 2017 publication
01/16/2017
TMF Group inks new partnership
Global business operator teams up with a leading provider of passionate responsible entity and trustee services
01/16/2017
Morgan Stanley to pay $17m for billing system errors
Problems spanned 14 years and 149k customers.
01/16/2017
Aberdeen freezes pay for high earners
Salaries restricted due to Scottish fund house’s ‘financial performance in 2016’
01/16/2017
China’s CreditEase launches second Israel-focussed fund, hits first close at $32.2m
The first fund made eight investments in early and later-stage start-ups, including Corephotonics, a maker of dual camera technologies for smartphones.
01/16/2017
World's largest fund manager demands cuts to executive pay and bonuses
It is a significant intervention from a company which is a shareholder in every business listed on the FTSE 100 index.
01/13/2017
ZEDRA announces new acquisition
It will be fully integrated into ZEDRA's growing network of offices.
01/13/2017
Rothschild junior bankers denied access to the company butlers
Given that all banks are struggling to keep their junior bankers happy, you might think Rothschild would leverage its butlers
01/13/2017
Rothschild is advertising for a new butler - and the right candidate will have control of a rather racy-sounding inbox
Rothschild is advertising for a new assistant head butler, to work in its pantry.
01/13/2017
Women advisers not attracting as many assets as male colleagues
Females in RIA channels especially coming up short
01/13/2017
Oakbrook Solutions Shortlisted in Two Categories for the 2017 Private Asset Management Awards
We are honored to be included among the prestigious roster of industry leading firms shortlisted for this year's PAM Awards
01/12/2017
This Is What Your Client Wants
The share of unhappy customers in Asia is comparatively high in the U.S. for instance the same figure is 20 percent.
01/12/2017
Mercer Advisors Buys $100 Million New York RIA
With its latest acquisition, the RIA continues to build out a family office model.
01/12/2017
Famous figures have forgotten Swiss bank accounts
The Swiss Bankers Association said it was down to individual banks to add accounts and that it could not monitor all entries.
01/12/2017
Fund administration company opens office in Cayman Islands
The Cayman Islands is the jurisdiction of choice for global investors
01/12/2017
Wealth manager's Irish profits drop 90% in 2015
Gross income in Ireland in 2015 rose to €16.8 million
01/12/2017
Clients Trust Their Relationship Managers
The high net worth private investors surveyed for the LGT Private Banking Report 2016, however, clearly not only have basic knowledge, but are highly informed about investment matters.
01/12/2017
'Robust' Rathbones on an acquisition hunt
We expect to pursue planned growth initiatives in the coming year and continue to prioritise expenditure that enhances our client service and upgrades our infrastructure.
01/12/2017
FE Alpha Manager Kerr: Why UK investors really shouldn’t panic about Brexit
The outlook is clearly clouded by Brexit.