11/14/2016
Brooks Macdonald strikes first international alliance
The alliance will enable Abacus’ local clients to access Brooks Macdonald’s full range of international investment management services
Wealth and Asset Management
11/14/2016
UBS Wealth Management Executive on Why Luxury Hubs Have to ‘Fight for Survival’
Claudio Saputelli advises that housing should be considered in terms of long-term consumption rather than just an investment
11/14/2016
UK Stewardship Code: FRC grants KBI Global Investors Tier 1
Announces the results of its fund manager assessment programme
11/14/2016
Aberdeen IFA takes assets to £250m with acquisition
The company currently have four members of staff, including Brydon, all of whom will join McHardy with immediate effect.
11/14/2016
Consolidator signals fresh buying spree as assets hit £2bn
The board will continue to execute its strategy of making selective acquisitions and increasing the breadth of AFH’s national footprint
11/11/2016
UBP Awarded Best Private Bank and Best Fund Manager at WealthBriefing GCC Region Awards 2016
The WealthBriefing GCC Region Awards showcase best of breed providers in the global private banking, wealth management and trusted advisor communities.
11/11/2016
HLB Mann Judd expands in WA
Sovereign Plus has strengths in financial health checks, wealth generation strategies, financial structure advice and estate planning strategy development.
11/11/2016
Built with Purpose - Bank of the West Wealth Management Group Focuses on Helping Clients Find a Purpose in their Philanthropy
Bank of the West educates and empowers investors to think strategically and holistically about philanthropic goals and identify ways to deploy capital to meet those goals
11/11/2016
Perth advice firm merges with HLB Mann Judd wealth arm
The addition of the new firm will provide HLB clients with a broader range of services, the statement said.
11/10/2016
Higher costs or lower revenue? Wealth firms split on fiduciary compliance
The goal was to eliminate the possibility that wealth managers could pad their commissions by making trades clients do not need.
11/10/2016
No Laptop, No Phone, No Desk: UBS Reinvents the Work Space
There are no laptops to lug around, and their phone numbers follow them from desk to desk or to their mobile devices.
11/10/2016
Schroders takes stake in technology provider
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/09/2016
UK wealth managers show support for automated services
Wealth managers believe the demand they currently experience for automated investment services will increase in the next two years
11/09/2016
Credit Suisse expects more consolidation in Swiss finance sector in 2017
The fixed cost base is going up, so you need scale to deal with a higher cost base.
11/09/2016
Cardena partners with Netwealth
We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive.
11/09/2016
Mashreq Bank maps out wealth management journey
Mashreq Bank’s wealth management and private banking business has quickly become one of the drivers behind the institution’s growth
11/09/2016
Editorial Comment: Wealth Managers Need Cool Heads As Markets Roiled By Trump Victory
With Donald Trump elected to the White House, investors are already scrambling out of risk assets
11/09/2016
Who are the Rothschilds? And are they really behind all major global events?
The Rothschilds are one of the most powerful dynasties in the world
11/09/2016
Wealth managers sit tight as election dip underwhelms
Healthcare and defence were the immediate winners at sector level
11/08/2016
Stanbic Bank targets High Net Worth Clients
Stanbic Bank intends advancing this goal through its newly established Wealth and Investment unit