08/16/2016
Julius Baer Said to Hire HSBC Bankers in Latin American Push
Officials at Julius Baer and HSBC declined to comment.
Wealth and Asset Management
08/16/2016
Old Mutual on course on splitting units
We are clear about the task at hand and we are absolutely confident that this is the right strategy to unlock value.
08/16/2016
Coutts - Weekly Investment Update
This week our key messages are focused on the signs of continued growth and alternatives to ultra-low yielding government bonds
08/15/2016
Retiring in paradise by Penny Lovell
How many of us have sat there on the last day of our holiday and reflected on how good it would be to embark on a longer term new adventure and to perhaps just stay put and enjoy the lifestyle and holiday location forever.
08/15/2016
Sexism still rife in asset management
Female fund staff say there has not been enough progress for women in the industry
08/15/2016
HK’s CMBC invests in Asia wealth management biz of Carret Investments
The shares of which are listed on the Shanghai Stock Exchange and the Hong Kong Stock Exchange.
08/15/2016
Ignition Wealth launches financial wellness profile
Ignition Wealth used a Class Super conference to launch the technology
08/15/2016
Discretionary fund manager teams up with financial planners
Currently has a 93 strong investment team, which will be available to Pareto.
08/15/2016
Lord Rothschild warns of unchartered waters amidst ‘greatest monetary experiment’
This represents a net asset growth of £87.9m year-on-year, and £567m growth in the last three years alone for the trust which deals in quoted securities and special situations.
08/15/2016
Margetts Wealth targets £1m breakthrough after relocation
Using more than 75 years’ combined experience, the firm works with individuals and business owners to identify where they need support and expert advice on investments
08/12/2016
SJP’s charging structures must be more transparent
There seems to be alchemy going on here, as well as the misleading concept to their customers that they are as good as independent and use expressions like partners rather than sales reps.
08/12/2016
Mass Bank Account Data Shared By German State
Information sent to foreign tax authorities on more than 100,000 bank account holders suspected of tax evasion in 19 countries
08/12/2016
Lebenthal shutters wealth management group
The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace
08/12/2016
Lebenthal shutters wealth management group
The division opened its doors at the start of 2014 but failed to gain traction in the shifting advice marketplace
08/12/2016
Modernizing Trusts for Modernized Families
In the UHNW space, these claims can bring unwanted publicity.
08/12/2016
PagnatoKarp Recognized by Forbes 2016 America's Top Wealth Advisors
Advisors must have a minimum of seven years of experience to be considered.
08/12/2016
Tiny German bank breaks taboo by charging rich clients for deposits
Several German banks have passed on the ECB's negative deposit rate to large commercial customers such as companies and institutional investors
08/12/2016
Cofunds to offer investment trusts following Aegon deal
This could revolutionise the distribution of investment trusts, a £149 billion sector that has struggled to make inroads to the wider IFA market.
08/12/2016
The amazing forgotten Barclays recruitment video.
The same cannot be said for the truly, truly excellent Barclays Capital recruitment video from 2006 which we’ve posted below.
08/12/2016
WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges
We are vertically integrated in that we manufacture and distribute.