03/27/2018
Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
Wealth and Asset Management
03/27/2018
Lombard International AUA rises 5% to €74.3bn
Lombard International increased its global connectivity through continued international expansion.
03/26/2018
Churchill was right: We make a living by what we get, but we make a life by what we give by Penny Lovell
The poet Philip Larkin put it so beautifully: “The trees are coming into leaf/Like something almost being said.”
03/26/2018
This 220-Year-Old German Bank’s Considering a Robo-Adviser for Companies
According to the consultant, there are currently around 40 robo companies in Germany.
03/26/2018
Heartwood expands ethical multi-asset range
Each fund will target a defined return over inflation and is run to a specific benchmark target (CPI plus) that is aligned to its risk profile.
03/23/2018
Deutsche Bank prices shares of DWS, unit valued at €6.5bn
Offering price for partial float of fund management business is toward lower end of range
03/23/2018
How SJP picks its fund managers
In an exclusive interview with Money Marketing, SJP chief investment officer Chris Ralph reveals how the largest UK wealth manager selects fund managers, how it decides when to replace them, and how it deals with their mistakes.
03/22/2018
Top 30 Under 30: the 2018 class of new wealth talent
Once again Wealth Manager has selected the rising stars of the UK private client investment management industry.
03/22/2018
Financial advisers unsure on robo-advice role in their practices
Advice businesses are cautious about new technology
03/22/2018
Standard Chartered to Go It Alone
The Swiss bank repeatedly was mentioned as a potential buyer of the rival bank.
03/22/2018
Pictet seeks to exploit volatility with unconstrained fixed income launch
Aimed at investors 'willing to accept' greater risk
03/22/2018
7 reasons keeping wealth managers up at night by SS&C
Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Read on for the top concerns worrying money managers a
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.
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.