06/16/2016
Charles Stanley divides into four as overhaul completes
The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.
Wealth and Asset Management
06/16/2016
SocGen ignores Brexit fears to double offices in St James's
It is also committed to moving to a new Canary Wharf mega-office in 2019.
06/16/2016
Raymond James unveils new platform pricing
The model allows wealth managers to link clients’ household accounts, so that the tiers are based on the total relationship balance.
06/16/2016
New report covers wealth in Poland: hnw investors
With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.
06/16/2016
Coutts named outstanding Private Bank in the UK
Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.
06/15/2016
Old Mutual Wealth acquires £200m advice firm
The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.
06/14/2016
Wealth management needs ‘uber’ moment to attract millennials
Successive financial crises have created a generation that generally mistrusts the financial services industry, he added.
06/14/2016
Manulife Launches UK Asset Management Business
The asset manager, which has £226bn in global asset under management and significant scale in Asia and North America, has recruited almost 40 people to its London team over the past 18 months.
06/14/2016
Why Sex Matters in Wealth Management by Ruohan Wang, Scorpio Partnership
The rise of the wealthy woman provides opportunities for wealth managers – whether it is recalibrating investment portfolios or providing access to greater philanthropic services – women are storming up the wealth rankings and have subtly diff
06/14/2016
Deutsche says to expand into high net worth private banking in Asia
Asia has seen consolidation in the private banking industry as some Western players withdraw to focus on home markets, while smaller players struggle to compete amid higher technology and regulatory costs.
06/14/2016
Documentary reveals the qualities behind multi-award winning Nedbank Private Wealth
Nedbank Private Wealth has once again announced strong growth in new business flows and profits, this time for the financial year ending 2015.
06/14/2016
Jersey Finance: latest newsletter
Welcome to the latest edition of Focus on Finance
06/13/2016
Santander launches into UK private banking
The Santander managers will offer services such as tax planning, large home loans and discretionary wealth management.
06/13/2016
Avaloq gains two customers in Austria
Our clients in Austria will therefore also be able to use our new online and mobile banking services in the future.
06/13/2016
Arbuthnot turns down unsuitable wealth buy opportunities
On whether the added capital will be used to invest in the company or fund acquisitions, Henderson said: ‘It’ll be both.
06/13/2016
Adviser consolidator acquires Maze Wealth
Received funding for expansion in June
06/10/2016
How to use professional connections to do succession planning
At the end of his analysis, there are also checklists of points for financial advisers to action.
06/10/2016
Fund firms need talent shake-up in order to tap millennials
We are a much more diverse workforce than you would usually find in the asset management industry and much younger as well.
06/10/2016
Wealth management firms consider attracting millennials with social enterprise
At the forum, four teams explored the reasons why millennials weren’t engaging and offered solutions to get them on board.
06/10/2016
How a 143-Year-Old Swiss Bank Took a Quick Road to Ruin in Asia
That coup in 2009 set off a chain of events that has now thrust BSI into the center of the widening financial scandal involving 1Malaysia Development Bhd.