04/10/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
Wealth and Asset Management
04/10/2017
DBS Sees Opportunity in Brexit
Singapore's largest bank thinks the recent Brexit vote by the U.K. could lead to more business links between Asia and Britain.
04/10/2017
Boston Multi Family Office shortlisted for two international awards
“Nobody can excel in this complex field alone and I am privileged to be surrounded by exceptional individuals with a real passion for the work they do.”
04/09/2017
Singapore's DBS to boost private banking in London
SE Asian bank sees post-Brexit opportunities after Indonesian outflow from home market
04/07/2017
UBS Germany: Waiting for Break Even
UBS Germany at the end of 2015 was very close to reaching the point of break even.
04/07/2017
What next for Succession as it prepares for a new era?
The question is where will Succession go from here, and who will be at the helm?
04/06/2017
The world’s rich will still flock to London
Given the parlous state of most European banks, they would be well advised to do so.
04/06/2017
Wealthy Thai buyers to raid London market
That trend will continue this year.
04/06/2017
Successful completion of Amundi's €1.4 billion rights offering in connection with its planned acquisition of Pioneer Investments
The completion of the acquisition is expected to take place by the end of the second quarter of 2017 in accordance with the projected acquisition timeline.
04/06/2017
Standard Chartered announces Private Banking Academy in partnership with Fitch Learning and INSEAD
Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.
04/06/2017
Barclays offers redress for unsuitable financial advice
Barclays Wealth & Investment Management offers clients redress after reviewing investment products sold between 2005 and 2011.
04/06/2017
Old Mutual puts China insurance joint venture stake on block
The restrictive ownership limit and the tough competition from local firms
04/06/2017
Old Mutual Wealth adds £230m with Shropshire IFA acquisition
The firm's three advisers and additional support staff will join the restricted national, with Infiniti managing director Kevin Speake taking on the role of regional director.
04/06/2017
Brewin Dolphin's Nicol and five others made honorary CISI fellows
FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.
04/05/2017
Standard Chartered to recruit after doubling client wealth threshold
The change will come into effect over “the next couple of years”, a spokesman confirmed.
04/05/2017
Proplend Receives ISA Manager Status For IFISA
Proplend is now inviting investors to register their interest and sign up for IFISA updates.
04/05/2017
Wealth boutique signs up ex-Towry partner
He left Towry in October 2016 following Tilney's acquisition of the company.
04/05/2017
Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight
We’re now very well equipped for the future and can focus on adding real value to our business and our clients.
04/05/2017
Sanlam Private Wealth: April Market outlook on asset class performance
Phil Smeaton, chief investment officer at Sanlam Private Wealth, offers a high-level view on individual asset class performance.
04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m