06/14/2017
JPMorgan Steps Up Focus on Large Clients
J.P. Morgan Asset Management’s smaller clients will be offered a menu of pre-selected products and services.
Wealth and Asset Management
06/13/2017
GAM’s Model Portfolio Service reaches GBP 1 billion milestone
The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.
06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
Guernsey expert joining impact investment panel in New York
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
More Diverse Family Structures Mean Hard Choices when Passing on Wealth
The report found that blended families are the least prepared to transfer wealth, yet have the greatest need because of their complex family structures.
06/13/2017
Martin Cawley of Devonshire Wealth Management
The bottom line is how they manage money in good times and bad.
06/12/2017
Private banking boom in China
Most of the clients of the banks were aged 40 and above, private entrepreneurs and female.
06/12/2017
Deutsche wealth arm seeks 100 hires for super-rich push
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.
06/12/2017
Swiss Asset Manager Looks to Asia
The IAM also announced the addition to its board of a seasoned wealth manager with strong Asian links and experience.
06/12/2017
Ex-Coutts Boss Opens Bedrock Zurich Office
Bedrock was founded in 2004 by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi as one of the first independent investment boutiques.
06/12/2017
Role reversal: How advisers stole a march on high-net-worth market
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Ex-England cricketer launches investment firm
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/11/2017
China slows wealth management product issuance amid tightened regulation: report
China's fast-expanding wealth management industry has been considered a source of financial risk, as off-balance-sheet WMPs channel deposits into risky investments without enough regulation.
06/11/2017
Asia catches the sustainable investment bug … at last
The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth
06/11/2017
Seven Tips For Protecting Clients From Elder Abuse
How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?
06/10/2017
Slow adoption of technology hurts asset managers
Money managers at risk of losing market share to digitally savvy disrupters
06/09/2017
Wealth Management Data Startup Addepar Raises $140 Million
Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.
06/09/2017
How to service Chinese wealth as it goes global
They face similar succession issues as individuals from many other countries.
06/09/2017
British Overseas Territories and Crown Dependencies - Disclosure of beneficial ownership and control
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/09/2017
ERI wins prestigious award
We are proud to have been voted the winner of this prestigious award