06/20/2017
‘Phoenix Financial is PR Agency of the Year’
Phoenix was also shortlisted for 'Best Marketing or PR Campaign' in the recent WealthBriefing European Awards.
Wealth and Asset Management
06/20/2017
Investec joins rush to automated wealth management services
New offer combines robo advice and active management
06/20/2017
Santander launches private bank
‘The launch of Santander Private is a significant step for our wealth management business,’ said Platts.
06/20/2017
Kalaris aimed to make wealth management unit a global player
Ex-Barclay’s banker helped expand the lender’s wealth management division
06/20/2017
Room 101: three wealth managers reveal their pet hates
Many funds will also have some sort of upfront fee.
06/19/2017
Morgan Stanley Reimagines Private Banking
The nation’s second-largest wealth-management firm is quietly focused on reinventing the bank’s digital platform.
06/19/2017
China to promote wealth management investment in commodities -regulator
"Commodities are indispensable resources for the industrial economy," Fang said.
06/19/2017
Estera wins at major brand management awards
Estera was presented with ‘Best Marketing and Business Development Team’, ‘Best Rebranding Campaign’ and ‘Brand of the Year’ accolades at the Citywealth Brand Management and Reputation Awards in London.
06/19/2017
£1tn family wealth transfer set to boost UK economy
Money gifted to families is expected to have a big impact on the economy as wealth 'floods into the market'
06/19/2017
P2P platform Yirendai ready to move up a financial league or two, including into wealth management
Analysts say that while larger platforms have scope to grow, smaller players will struggle in the face of tighter regulation
06/19/2017
Prominent UBS Team Chooses Independence, Joins Dynasty
The group previously oversaw more than $8 billion in institutional assets and $400 million in private assets.
06/18/2017
Indians have 'rather few' deposits in Swiss banks, say private bankers
It is simply more practical for them to open an account in an Asian financial center than in Switzerland.
06/18/2017
Helping the rich get richer is key to U.S. Bancorp growth plan
U.S. Bancorp is doubling down on its very profitable wealth management business.
06/16/2017
Indosuez Wealth Management buys private banking business in HK and SG
The acquisition would further enhance Indosuez Wealth Management's footprint and position in Asia
06/16/2017
Asian Wealth: Who is Next to Leave?
It has also been adding bankers to both its Singapore and Hong Kong business units.
06/15/2017
They might look the same — but not all wealth managers are alike
When choosing someone to look after your money, ask about asset allocation
06/15/2017
Liontrust adjusted pre-tax profits up 18%
"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."
06/15/2017
Tilney’s Investment Advisory Service Hits £1 Billion AuM
The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.
06/15/2017
Wealth managers shun passive investments
Cheaper funds remain a small part of most portfolios
06/15/2017
Wealth managers’ alternatives exposure reaches record high in 2017
The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.