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Wealth and Asset Management

02/17/2017

Enness Private Clients launches international high net worth mortgage brokerage

The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.

02/17/2017

Robo adviser beats benchmarks in first year

Wealthify achieved higher growth for their clients investments

02/17/2017

Julius Baer and the Russian Client Who Brought Down a Bank

The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union

02/16/2017

HNW Demand and Drivers - Research and Markets

Globally over half of HNW investment portfolios are placed in discretionary mandates.

02/16/2017

Higher rates remove need for cash comfort blanket

Nobody wants to be sitting on tons of cash.

02/16/2017

City superwoman on hook for £250k: Huge bill looms for Horlick after she is let down by US investor

Horlick turned to ‘crowdfunding’ to raise cash for her venture

02/16/2017

Old Mutual Wealth puts forward alternative MPAA proposals

The limit could also discourage people from working in retirement.

02/16/2017

AIFMD passport no longer seen as the ‘silver lining’

Third country passport was not a panacea for the UK industry

02/16/2017

Robust bank ABN Amro books net profit of €2bn in 2016

The fourth-quarter results are solid.

02/14/2017

Heartwood IM closes in on £3bn AUM milestone

These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.

02/14/2017

Seven Investment Management Extend Tax Efficient Dublin Fund Range

The investment house extends client options to include actively managed passive funds with a nine year track record.

02/14/2017

High Net Worth Society

High Net Worth Society, a members only club

02/14/2017

Greece plans to appoint Rothschild as debt adviser

Officials keen to make the appointment this week as tension over debts increase

02/14/2017

Data suggests Swiss National Bank intervention to trim rising franc

The SNB declined to comment on its activities, but economists said the numbers demonstrate that the central bank likely stepped in to mitigate the franc's rise.

02/14/2017

Credit Suisse Plans to Cut Up to 6,500 Jobs This Year After Loss

The settlement was a “game-changer for us,” Chief Executive Officer Tidjane Thiam said in an interview with Bloomberg Television.

02/14/2017

Roland-Garros and BNP Paribas remain united in their commitment to tennis

BNP Paribas will support the tournament through a period of significant growth

02/13/2017

Profile: Old Mutual’s Freeman on promoting advice outside the bubble

Freeman’s input to the industry goes beyond the day-to-day functions of his job title.

02/13/2017

Tilney brings 40-year veteran out of retirement for charity

Newly created role for Tilney, appointed

02/13/2017

Eclectica slashes half its staff after AUM fall further

According to the firm’s accounts, the 13-strong staff was cut to six, with two junior members from the investment team, four from administration and one from the marketing team leaving.

02/13/2017

Old Mutual receives new approaches for US asset management stake

Insurer has initial talks with Chinese conglomerate and two buyout groups

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