09/07/2016
Schroders joins European financial adviser association Fecif
Our members understand and significantly appreciate the true value of this.
Wealth and Asset Management
09/07/2016
Rowan Dartington to offer DFM services to int’l advisers
To head up the new operation, Rowan Dartington has hired Stephen Kevan from ABC Capital Markets in Mauritius
09/07/2016
Questions raised over the value of fund performance fees
The fees are usually in the high double digits and are added to fixed management charges as a percentage of total assets.
09/06/2016
Bringing needs-based solutions for Asia's wealthy
From most perspectives and in many aspects of the wealth management business, Asia offers significant potential to all types of service providers – assuming they can get their propositions right.
09/06/2016
Swiss bank Julius Baer questioned over dealings with DiCaprio
The Leonardo DiCaprio Foundation does not fulfil the usual transparency standards for environmental and human rights charities.
09/06/2016
Hinduja bank reaffirms Swiss commitment, plans investment
In its latest statement, Hinduja Bank said it intends to maintain and grow its operations in Switzerland.
09/06/2016
JP Integra Group Targets Wider Private Capital Industry
To better-reflect the diversified offering it can provide to global family offices, high-net-worth individuals and investment managers, the firm has changed its name to "JP Integra Group" from "JP Funds Group", under which they had ope
09/06/2016
Team RSM players on both Ryder Cup teams
The Ryder Cup is one of the world’s most fiercely contested sporting events so it’s fantastic to have RSM-backed players on both sides.
09/06/2016
St. James’s Place – “Brexit’s impact on finance felt from the capital to Cash ISAs”
Paul Boyne of Manulife Asset Management and fund manager of the St. James’s Place Global Equity Income fund said of Apple’s unpaid tax bill: “while this is a significant number, when put into perspective relative to Apple’s net cas
09/06/2016
Family Business: Burden or Ticket to Freedom?
These are just a few recent quotes that I thought were pretty bold and thought provoking.
09/06/2016
Raymond James Financial Completes Acquisition of Deutsche Bank Unit, "Alex. Brown
That such a large percentage of legacy advisors agreed to join Raymond James as part of this agreement speaks highly of our values-oriented culture and the sophistication of our offerings.
09/06/2016
South African firm taps Swiss market as part of global push
The biggest sector of the fund was financials with such names like Commercial Bank of China and China Construction Bank, followed by healthcare.
09/06/2016
AP Group Ltd wins Corporate Vision’s 2016 Recruitment Award
The award held by Corporate Vision, a monthly magazine focussing on the corporate landscape, recognises the outstanding recruitment firms, and the people behind them, who have showcased exceptional commitment to client service and innovation over the past
09/05/2016
"Life’s most persistent and urgent question is 'What are you doing for others?'" Martin Luther King
As preparations get underway for the 10th annual carol concert for Children & the Arts, it made me realise what an enormous privilege it has been to act as one of their Trustees over the years.
09/05/2016
Pricing and regulatory pressures mount on wealth managers
One-third of industry profitability could be at risk over the next five years
09/05/2016
Switzerland Pushes for Coalition of London, HK and Singapore
He has also said that he will stay committed to and support this plan after he has given up his presidency of the SBA.
09/05/2016
Vistra Completes Rebrand of Orangefield Offices
Over the course of this year, all Orangefield offices have been rebranded, resulting in some of the larger offices moving to new premises.
09/05/2016
Asset management chiefs receive bonuses 15 times salary
Fink’s variable pay was 2766% of fixed pay, (almost 30 times his salary) with a total package worth $26 million (£20 million).
09/05/2016
Weekly Investment Update - Coutts
In this week's film John Shepherd, Portfolio Manager, discusses Central Bank policy and looks at how Coutts are utilising alternative investments to diversify client portfolios.
09/05/2016
Berenberg to Expand Geneva Branch
Vanessa Skoura joined Berenberg in the spring of 2014, where she made significant expansions to the London Private Banking unit.