04/03/2017
Equiom expands into Japan
Fifteen team members from Solid Japan will join the Equiom team
Wealth and Asset Management
04/03/2017
SJP ups maximum bonus for exec directors
Both its executive and non-executive directors have also received a 3% increase in base salary this year.
04/03/2017
Morgan Stanley Wealth Unit’s Bank Gains 80K Clients
The program will be expanded to include typical retail bank features such as a debit card with access to an ATM, direct deposit, check writing, and online bill payment, with the debit card issued by UMB Bank.
04/02/2017
Lombard Odier sees a high growth potential in Oman market
Lombard Odier is a private independent bank which is owned and managed by six partners.
03/31/2017
Philanthropists Are Pre-Qualified HNW Prospects
An alternate way of determining a person’s relative wealth is by examining the amount of money they donate to charity.
03/31/2017
Real Estate Investment from High Net Worth Individuals on the Rise in U.S.
Multifamily is Most Attractive Property Investment Type
03/31/2017
Wealth managers play ‘robo advisers’ at their own game
Automation and big data mining are helping human planners compete
03/31/2017
deVere Steps In With Expat Banking Solution
Opening the bank allows deVere to offer a complete financial and banking solution to our clients.
03/31/2017
MetLife taps JPMorgan as mammoth ANZ Wealth sale starts
ANZ will distribute an information memorandum for buyers as early as Friday, and parties are keen to finally see details around the transaction's structure and timeline.
03/31/2017
Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
03/30/2017
HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors
Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.
03/30/2017
Hedge-Fund Owner Peregrine Considers Split to Boost Returns
This proposed split could be an alternative way to unlock value.
03/30/2017
After Article 50 what next for Investors asks Schroders
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
Singapore tops list of countries where rich Indonesians stashed funds
The government had set a repatriation goal of 1,000 trillion rupiah, but only about 146 trillion rupiah has been brought back as of Wednesday.
03/30/2017
Google will disrupt funds management, says machine learning expert
A new powerful funds management machine will likely emerge
03/30/2017
Diversify With Swiss Equities
Behavioural finance calls this phenomenon home bias.
03/30/2017
The Future Of Financial Advice And Wealth Management
Calcagni’s firm completed six acquisitions of smaller advisory firms in the last six months.
03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.