A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
Wealth and Asset Management
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Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
Wealth Migrate: expert advice from Scott Picken on offshore investments
Picken believes there are three main factors you must consider when investing offshore
RBC Wealth Management Grows Asia Team
They will provide advice and wealth management solutions to clients in the region
LGIM enters UK wealth market with 25-strong MPS range
Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.
Standard Chartered Private Bank Loses Managing Director
Previously, she was a Singapore-based team leader at Credit Suisse where she worked for more than eight years.
JP Morgan Asset Management launches Growth Equity Platform
The group will be focused on institutional and high-net-worth clients and will also have the ability to invest the firm's capital alongside investors.
The multilateral era of wealth management regulation is dead
Pershing director Linda Gibson believes that, post-Brexit, divergence is here to stay – and wealth managers will need to do their homework to keep up with the changes.
Mashreq partners with Comarch to digitize wealth management and enhance customer experience
A comprehensive suite of new digital technologies as well as a strong client experience
'The biggest wildcard is inflation' – Swiss Wealth Manager
Christian Gattiker, head of Research at Swiss Wealth Manager Julius Baer, assesses the market outlook for the remainder of 2021, highlighting investment trends that will come to the fore
BMO Recognized at 2021 Responsible Investment Association Leadership Awards
BMO GAM was honoured in the Market Education category for the development and launch of the MyESGTM analytics tool.
Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement