07/15/2022
Liz Field: Wealth managers have significant opportunities ahead
It also addresses the challenges to come from growing consolidation, talent acquisition and the need to appeal to a broader, more diverse marketplace.
Wealth and Asset Management
07/15/2022
CEE’s best bank for wealth management 2022: Raiffeisen Bank International
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
07/14/2022
Kaleido Privatbank relies on InCore Bank's Digital Asset Services
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Wealth Management Firm Continues Global Expansion for UK Expats
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
07/14/2022
Mid-Year Investment Outlook
The value of investments can go down as well as up, your capital is a risk.
07/14/2022
Deutsche Bank partners Abbove for wealth management services in Belgium
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.
07/14/2022
Brooks Macdonald posts fifth quarter of net inflows
Analysts at Equity Development said it was impressive that the investment manager saw net inflows in Q3 and Q4, during periods of sharp market falls which normally coincide with net outflows for investment managers.
07/14/2022
Barclays on the hunt for Chinese banking partner to enter $4.3tn asset management market
A successful move into the market would see Barclays join a string of other Western financial firms who have started or are in the process of launching operations in China’s lucrative $4.3tn bank-dominated asset management market.
07/13/2022
Neil Woodford’s UK comeback plans on the brink
WCM Partners, set up by Neil Woodford in 2021, has applied for the firm to be struck off the Companies House register
07/13/2022
Judges announced for the inaugural Stonehage Fleming XV
Four Stonehage Fleming representatives will complete the judging panel.
07/13/2022
Three in four advisers expect demand for wealth transfer advice to increase
Almost three in four (71%) advisers anticipate the demand for wealth transfer advice to increase in the next three years, according to recent research from M&G Wealth, conducted by NextWealth.
07/13/2022
SJP changes managers at three funds to boost returns
Each of the three new fund managers will aim to reduce the fund’s carbon intensity by 50% against the benchmark.
07/13/2022
Wealth managers must conduct an urgent gap analysis for MiFID II suitability requirements
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/12/2022
‘Buy Brewin Dolphin!’: Nine wealth managers’ top H1 calls
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
Publication of shareholder circular in connection with proposed simplification of Company’s dual class share structure
For the purposes of approving these proposals, the Circular contains notices for two shareholder meetings each to be held as hybrid meetings on 15 August 2022 at 1 London Wall Place, London, EC2Y 5AU.
07/12/2022
VP Bank takes a bleak view of market prospects
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
AFH-owned insurance broker enters liquidation
The insurance broker remains authorised and regulated by the FCA.
07/12/2022
Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/11/2022
UBS Considering Single Wealth Management Head
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The UK’s new wealth management landscape
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.