01/12/2017
Mercer Advisors Buys $100 Million New York RIA
With its latest acquisition, the RIA continues to build out a family office model.
Wealth and Asset Management
01/12/2017
Famous figures have forgotten Swiss bank accounts
The Swiss Bankers Association said it was down to individual banks to add accounts and that it could not monitor all entries.
01/12/2017
Fund administration company opens office in Cayman Islands
The Cayman Islands is the jurisdiction of choice for global investors
01/12/2017
Wealth manager's Irish profits drop 90% in 2015
Gross income in Ireland in 2015 rose to €16.8 million
01/12/2017
Clients Trust Their Relationship Managers
The high net worth private investors surveyed for the LGT Private Banking Report 2016, however, clearly not only have basic knowledge, but are highly informed about investment matters.
01/12/2017
'Robust' Rathbones on an acquisition hunt
We expect to pursue planned growth initiatives in the coming year and continue to prioritise expenditure that enhances our client service and upgrades our infrastructure.
01/12/2017
FE Alpha Manager Kerr: Why UK investors really shouldn’t panic about Brexit
The outlook is clearly clouded by Brexit.
01/12/2017
Dior exemplifies how diverse social media accounts can benefit
Dior’s new Instagram account, entitled Dior Homme, caters specifically to male demographics
01/12/2017
Making a client-centric approach pay off
Its frequent claims to be one of the fastest-growing firms of its type in India were more-than-adequately supported by the results achieved by the business in 2016.
01/11/2017
J. Safra Sarasin Pulls the Plug in Germany
The bank has a little more than 80 people in Germany.
01/11/2017
Beacon Pointe Announces New Philadelphia Office
This is the second M&A transaction for BPWA in the past three months.
01/11/2017
Noah Named China's Best Wealth Manager
We will continue to focus on what we believe are the most important values long-term stability.
01/10/2017
Mercer undergoes global restructure
It's unclear at this stage whether there have been any redundancies as a result of the restructure
01/10/2017
Financial Advice Is Not Just Math
The number of student loan borrowers over the age of 60 grew
01/10/2017
Another Setback for Edmond de Rothschild
The strategy change comes after the bank launched 16 funds in the past year alone dedicated to the British market.
01/10/2017
Merrion's €200,000 minimum investment for wealth clients
Investment firms grapple with rising regulatory costs
01/10/2017
Noah Named China's Best Wealth Manager by Asian Private Banker
Noah Private Wealth Management had a landmark year in 2016
01/10/2017
BNP Paribas Wealth Management reinvents its Client Experience leveraging digital solutions
During a second step, tightly knit “pizza teams” worked in 3 factories in Europe and Asia to design and create innovations that would reflect this new client experience.
01/10/2017
Preparing clients and advisers for a volatile world
In the financial advisory space, this is getting translated into a large number of individual advisers exiting the industry.
01/10/2017
Investec W&I launches Solvency II proposition
The company said the service was developed in response to increased demand for cost-effective ways to meet additional reporting requirements