03/09/2017
Kenya's Super Rich Bet Big On Real Estate
Kenyan HNWIs clearly realise the long-term stability that property investments offer
Wealth and Asset Management
03/09/2017
Royal Bank closes 40 accounts following internal Panama Papers probe
While the bank notes that there's no evidence that any of those companies were doing anything illegal
03/09/2017
Old Mutual profit up 1 pct, names new chairman for emerging markets business
Regulatory change has made it too complex to run the disparate group
03/09/2017
Old Mutual Wealth rules out acquisitions as profit falls 15%
The company suffered a slide in adjusted operating profit of 15% from £307 million to £260 million.
03/09/2017
Swiss private bank Lombard Odier's 2016 profits fall, assets rise
The rise in client assets in 2016 is positive in what was a challenging market
03/09/2017
Old Mutual Wealth spends £8m to buy advice firms
Old Mutual Wealth said it would continue to buy advice firm to grow this national business over 2017
03/09/2017
Citi Private Bank Named Overall Winner for Investment Performance at Private Asset Managers Awards
This award highlights that these efforts are being recognised throughout the industry.
03/09/2017
Wealth Manager Regional Stars Awards 2017: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 700 financial planners.
03/09/2017
Old Mutual break-up on track for 2018 despite UK tech issues-CEO
The firm said in a trading statement it planned to give more detail on the platform upgrade within the next two months.
03/09/2017
Old Mutual Wealth rules out acquisitions as profit falls 15%
We believe that Old Mutual Wealth will continue to benefit from the growing demand in the UK
03/09/2017
Wealth management goes digital with Bambu
Bambu provides an innovative, cost-effective, and efficient entry point into the world of investing and wealth management
03/08/2017
The wheel of fortune
The discretion and poise that are characteristic of wealth-management companies.
03/08/2017
Neuberger Berman Places Eight Wealth Advisors On Barron's Top 1,200 Financial Advisors List
He heads a wealth advisory team with $2.5 billion in client assets.
03/08/2017
Tiedemann Wealth Management Wins Prestigious Best Outsourced CIO Award from Family Wealth Report
Tiedemann was selected for the award by an independent panel of experts drawn from private banks and trusted advisors/consultants.
03/08/2017
Indices you can measure your portfolio against
The WMA's independently calculated indices are designed to benchmark diversified portfolios of more than just shares.
03/08/2017
Asia Investors Put Aside Trade War Fears to Bet on Reflation
Investors are more confident governments can boost growth via fiscal policies and that inflation is picking up after a long period of highly stimulative global monetary policies.
03/08/2017
UBS marketing boss on why its tie-up with Vanity Fair and Vice is a blueprint for successful content marketing
UBS wants to be more relevant to younger generation and Vice is an opportunity to do that.
03/08/2017
Succession Group acquires Independent Women
'National' service launched
03/08/2017
Progeny Group plans to grow after merger
Managing director Neil Moles said the company is looking to hire lawyers and advisers, but is also looking to acquire other wealth management firms.
03/08/2017
Canaccord Genuity aims to build Middle East business
Canaccord Genuity says also in talks about potential investments in Saudi Arabia, the UAE and India