02/07/2017
Mattioli Woods buys stake in wealth manager
There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.
Wealth and Asset Management
02/07/2017
Baltimore-area financial advisers react to Trump's hold on fiduciary rule
Advocates for the rule argue it would put everyday investors' interests ahead of the industry's.
02/07/2017
BMO Asset Management to Launch New ETFs on NEO
BMO is a true leader when it comes to embracing innovation
02/06/2017
We are beyond fighting
Fintech has exploded around the world since the financial crisis, with a proliferation of startups tackling finance with new digital tools.
02/06/2017
Lloyds to pay more bonuses than RBS for first time in a decade
Recovery underlines divergence of fortunes at the two bailed-out banks
02/06/2017
The World's last wealth management frontier?
There is no clear definition of what constitutes a middle class, and so getting a handle on exact numbers is tricky.
02/06/2017
New management structure of ABN AMRO
The new management structure thus creates a stronger client focus and explicit dedication to the business activities at senior executive level.
02/06/2017
Vontobel in First of its Kind Tie Up With Bank of Singapore
This will enable them to access to the Swiss wealth manager’s best-in-class suite of European financial products and services.
02/06/2017
We don’t manage money in response to headlines
Investment process and philosophy at the heart of long-term results – Nedbank Private Wealth.
02/06/2017
Dobell leads M&G out of Bestinvest's funds doghouse
The global equity sector had the largest number of dog funds at 15, with perennial underperformer North America holding nine funds.
02/06/2017
Getting more active about advisory
It is far more efficient and productive which helps the firm’s RMs to spend more time focusing on their clients.
02/06/2017
Five wealth giants join forces to form DFM Alliance
'10 years ago the term "DFM" was virtually unknown.
02/06/2017
Most HNW Americans Lack Adequate Succession Plans
Financial advisors may have an eager audience: 58% of the parents in the survey worldwide do believe a proper transfer strategy will ensure their wealth is passed on to their children, the survey found.
02/06/2017
BlueBay opens office in Germany
Talking about the opportunities, he also added, “There are exceptional business development opportunities in Germany.
02/06/2017
Credit Suisse to move banking team to London
The head of investment banking for the Netherlands at Credit Suisse, Maarten Swart, will continue to work between both cities, the source said.
02/03/2017
In the sweet-spot of Asian private banking
These range from trying often unsuccessfully to grab a greater share of wallet, to struggling to navigate a regulatory and compliance landscape.
02/03/2017
How The Fintech Monster Is Eating Commercial Real Estate
Fintech industry has revolutionized the banking industry
02/03/2017
Julius Baer acquires Swiss independent wealth manager
All partners of both companies will remain operational after the merger.
02/03/2017
Liontrust launches European smaller companies fund
The GF European Smaller Companies Fund has been launched to make this strategy widely available for the first time.
02/03/2017
Lioncrest in Strategic Partnership
It connects European investors and firms, which have cutting-edge technologies and offerings.