11/08/2016
Are wealth managers blocking property fund reform?
Moves to reform open-ended property funds after their second crisis in a decade are underway but some wealth managers are resisting.
Wealth and Asset Management
11/08/2016
St. James’s Place – “Verizon might take the number three spot in the digital market”
Political risk expected to remain high regardless of election outcome but aftermath of Brexit provides clues
11/08/2016
Investec boosts Brum office with Quilter hire
Investec Wealth & Investment Has Hired New Investment Director
11/08/2016
Old Mutual Wealth appoints Infrared to activate England Rugby sponsorship at Twickenham
UK’s leading wealth management business appoints global experience marketing agency to deliver hospitality and ticket management programme
11/08/2016
CI Expert made available to SJP partners
The service utilises an extensive statistical database to evaluate competing plans and generates a detailed analysis by condition of both current and existing plans.
11/08/2016
DBS looks to buy ANZ's Taiwan assets in Q3 2017
However, ANZ said it would cut its branches in Taiwan to single digits from the current 11.
11/08/2016
Quilter Cheviot announces partnership with Transact
The Quilter Cheviot MPS provides a range of discretionary investment portfolios which offer clients diversified exposure to global financial markets.
11/08/2016
Swiss Stability The Antidote to Uncertain Market Conditions?
Credit Suisse reports the Swiss economy is set to expand by 1.5% in 2017.
11/07/2016
UBS has completed most of cost savings in wealth management: paper
The Swiss bank will cut several dozen jobs at part of its private bank, three sources familiar with the matter told Reuters last week.
11/07/2016
Demand grows for private banking as banks shut down branches - but how rich do you have to be to qualify?
It has just increased the number of staff dedicated to the service by a third.
11/07/2016
NBK awarded ‘Best Private Banking Services’ in Kuwait
Global Finance recognition for second consecutive year
11/07/2016
ETFs attract more than $3.2tn to pass hedge funds
Lower fees and tax gains see growth of market as pricier hedge sector loses allure
11/07/2016
Giant investors blame pay consultants for spiralling executive bonuses
Consultants are to blame for spiralling pay
11/07/2016
Aston Martin gears up to take high road on electric drive
Luxury British marque aims for 25% of sales from green machines within a decade
11/07/2016
Credit Suisse Expands China Presence as Foreign Banks Retrench
The brokerage will operate in the Qianhai free trade zone in Shenzhen, and will count both Chinese and foreign institutional investors as clients.
11/07/2016
BNY Mellon Wealth Management named 2017 Best Private Bank for New Customer Segments
The New Customer Segments Award evaluates how private banks are uniquely addressing the needs of customers that historically have been underserved, such as minorities, women, and other segments, according to Global Finance.
11/07/2016
Changes in the South African advisory landscape
The shift to a commission-free environment will be finalised during 2017.
11/07/2016
TBC Bank Wins Multiple Awards for the Best Private Banking Lines
TBC Bank has won The Banker’s and PWM’s joint award for the third year running
11/07/2016
HSBC in crisis as profits drop 86 per cent amid calls for criminal tax probe
The bank's announcement comes after it was revealed the sale of its Brazilian unit cost it £1.4bn.
11/07/2016
Westpac draws line in sand as profit flat at $7.82 billion
Westpac pushed the dividend payout ratio to 80 per cent