03/29/2017
SEI’s Williams: The need for advice is greater than ever, but so are the costs
“Is the risk of doing something greater than the risk of doing nothing?”
Wealth and Asset Management
03/29/2017
Transparency award for wealth managers
WHIreland recognised by sector consultants
03/28/2017
Why CPN launched an LGBT wealth specialist
CPN Investment Management is our trunk line business, and now we have launched Equality Capital as our impact investing arm.
03/28/2017
The Many Hats of the Modern Wealth Manager
The research reveals that to counter the challenging market conditions, younger investors are turning to proven asset protection and investment structures – like life assurance – to safeguard their wealth.
03/28/2017
Salamanca Group announces Trust & Fiduciary management buyout
The business has grown to administer and oversee US$10 billion of financial and non-financial assets, on behalf of wealthy families around the world.
03/28/2017
Baillie Gifford shifts Monks trust to tiered fee structure
Baillie Gifford has a history of passing on the benefits of scale
03/28/2017
Defined benefit transfer surge expected to increase
Many advisers had continued to avoid the DB transfer market
03/28/2017
Schroders reports a 31% mean gender pay gap
The gender pay gap has been attributed to the under-representation of women within senior levels of the business.
03/27/2017
Alliance Trust lags benchmark in 2016
Over the year our decisions to increase our weightings in industrials and remain overweight in technology benefited performance.
03/27/2017
Financial sector gloom lifts despite oncoming regulation
Asset and wealth managers continued to invest in technology in preparation for a wave of new requirements
03/27/2017
Old Mutual break-up on track after US asset arm sale
The company had revealed that it would separate its businesses Old Mutual Wealth, Old Mutual Emerging Markets, Nedbank and OM Asset Management (Omam) into four distinct entities.
03/27/2017
European Wealth takes out 12-month loan facility
The loan will be used to provide adequate working capital for the company in the near term and will ensure that the company can meet its obligations as they fall due.
03/27/2017
Year-on-year growth for Guernsey funds sector
“It is encouraging to see strong annual growth in Guernsey’s funds sector,” said Guernsey Finance Chief Executive Dominic Wheatley.
03/27/2017
Jupiter’s Merlin team drops Odey
The Merlin team had around £200m in the portfolio as of the final quarter of last year.
03/24/2017
Private bank urges clients to invest in passive funds
Horseracing’s money manager criticises active funds’ high fees and underperformance
03/24/2017
Canaccord Genuity Wealth Management Acquires UK-Based Investment Dealing and Custody Business
The transaction serves to support Canaccord Genuity Wealth Management's growth strategy and its new clients will benefit from access to award-winning expertise, supported by a sophisticated operational and technology platform.
03/24/2017
Credit Suisse Increases Bonus Pool 6%, CEO Thiam Gets $12 Million
Swiss bank handed out $3.1 billion in bonuses for 2016
03/24/2017
Veteran Advisers Offer Family Office Planning for Ultra-Wealthy Families
In our experience there is now a gaping absence in the very high-end wealth advisory journey
03/24/2017
Why AI is the ‘biggest opportunity ever’ for asset managers
AI offers the biggest employment opportunity asset management has ever seen
03/24/2017
Hedge fund firm Brevan Howard granted injunction to block Reuters story
Under Britain's legal system, individuals and companies can file for privacy or confidentiality injunctions