03/22/2018
Survey: Wealth managers must educate clients or risk losing them
Investors are looking for new ways to diversify their portfolios during market uncertainty, and advisors must be proactive in providing guidance.
Wealth and Asset Management
03/22/2018
UBS CEO Says to Expect 'More of the Same' Performance
He declined to give any further guidance about the Swiss bank's first-quarter business.
03/21/2018
Robo-advisors, the new wave in FinTech - SGG Group
As the financial landscape continues to evolve in the light of the digital revolution, there is no doubt that robo-advice is here to stay.
03/20/2018
BBH ships risk management tool for asset managers
Asset managers increasingly require daily administrator oversight as they face the challenge of managing complex data sets amid more stringent regulations.
03/20/2018
Vistra makes another acquisition
This sees Vistra’s presence in Ireland grow significantly, following the acquisition of Dublin based Squires Gilbride last month and the acquisition of the Corporate Services business of Deutsche Bank’s Global Transaction Banking division anno
03/20/2018
Vistra makes another acquisition
This sees Vistra’s presence in Ireland grow significantly, following the acquisition of Dublin based Squires Gilbride last month and the acquisition of the Corporate Services business of Deutsche Bank’s Global Transaction Banking division anno
03/19/2018
Revealed: Chase de Vere closes in on takeover deals
The firm’s expansion comes as it benefits from its status as a truly independent financial adviser following the advent of the Retail Distribution Review in 2013.
03/19/2018
Harwood Wealth snaps up Southampton-based IFA AE Financial
AE Financial will continue to operate as a standalone brand and Hayward will remain with the company.
03/19/2018
Dubai IFA launches Brooks Macdonald powered savings plan
Dubai-based financial adviser Abacus Financial Consultants has launched a long-term savings product to “go up against the life companies”.
03/16/2018
Old Mutual in talks to sell LatAm businesses, reports
Old Mutual has not responded to Citywire Americas request for more information
03/16/2018
Coutts let senior banker stay after hearing sex pest complaints
Private bank for the wealthy investigated female colleagues’ harassment allegations
03/16/2018
Investec expects 'strong' performance in wealth & investment division
The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.
03/15/2018
Old Mutual Wealth ready to list as profit soars 40%
The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.
03/15/2018
Scottish wealth boutique goes mass affluent with platform deal
The DFM sits alongside a model portfolio service launched last year.
03/15/2018
Newell Palmer snaps up wealth manager Moneyfax fps
“This acquisition will strengthen the presence of our Bromsgrove business across Worcestershire and the surrounding areas."
03/15/2018
Wealth Manager Regional Stars Awards 2018: The 8 winners revealed
We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.
03/15/2018
Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards
This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance
03/15/2018
Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»
Rothschild Bank wants to expand its offering
03/14/2018
Mortgage broker directors join SJP with new wealth management business
“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”
03/14/2018
Woori Bank teams up with UK’s largest asset manager
Woori Bank said on Wednesday it has signed a memorandum of understanding with the British asset manager to develop various investment products and co-share business strategies.