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
Wealth and Asset Management
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.
05/24/2017
Positioning portfolios for the rest of 2017
The first few months of 2017 have seen bullish markets and positive performance for private banks and clients alike across Asia.
05/24/2017
BNP Paribas rebrands asset management
It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.
05/24/2017
Estera CEO and Group Directors Recognised on Citywealth Leaders List
The Leaders List is the result of an ongoing year-long programme of peer recommendation and verification.
05/24/2017
DeVere closes Miami office
This relocation is part of a strategic expansion that will allow us to take on more financial advisers
05/24/2017
UBS Throws Hat Into Luxe Credit Card Rewards Game
The card also allows for the redemption of 25,000 points for an airline ticket
05/24/2017
BNY Mellon Announces Partnership with CFA Institute to Develop Collaborative Research on Social Investing, Diversity and Inclusion
For BNY Mellon, one benefit of the partnership is an increased focus on continuing professional education opportunities aligned with its business strategy.
05/24/2017
Raymond James Financial Reports April 2017 Operating Data
The growth over last year’s April was largely attributable to higher balances of Private Client Group assets in fee-based accounts.
05/23/2017
UBS: Cultivating a New Breed of Private Bankers
Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.
05/23/2017
UBS SmartWealth: an ‘intrapreneurial’ success
Now I have flipped over to the business side to co-head our new venture, UBS SmartWealth.
05/23/2017
Valiant Has Something That UBS Wants
Weber aims to act according to his pledge
05/23/2017
Wealth structuring and administration solutions firm re-brands globally
With clients in 115 countries, the international corporate, private client and funds business has created a fresh, universal image, which will help it to deliver on its global growth ambitions.
05/23/2017
The former Citigroup MD trying to bring bankers out of the dark ages
Nguyen Trieu has been involved with various fintech organisations for the past two years
05/23/2017
Unigestion CEO Joins the Board of Sustainable Finance Geneva
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
Merrill’s Recruitment Halt a Boon for RBC and Others
RBC has been more aggressive pursuing experienced advisors with substantial bonuses than other firms, except for the wirehouses, according to Diamond.