02/21/2019
In terms of trying to provide proper diversification for clients, we need to be careful about looking at historic correlations and assuming they will hold in the future.
02/21/2019
His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.
02/21/2019
Wealth managers have had a difficult period.
02/21/2019
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
He joined asset management group’s board in 1963
02/21/2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity
02/20/2019
Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”
02/20/2019
VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.
02/20/2019
"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."
02/20/2019
The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company's award-winning website.
02/20/2019
How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.
02/19/2019
The fund manager recently increased the level of debt in the trust in order to buy more UK shares, as a sign of his confidence in the direction of markets.
02/19/2019
With 18 years' history, Self Bank is an online wealth management provider with a broad suite of banking and wealth management products
02/19/2019
Brexit has prompted several firms to relocate their operations.
02/19/2019
From questionable corporate incentives to excessive risk-taking, there were plenty of red flags that should have warned asset managers of the impending financial crisis in 2008.
02/19/2019
These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.
02/18/2019
Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.
02/18/2019
Changing fund structure
02/17/2019
Tax and privacy concerns result in an ‘image problem’ for planning structures