09/19/2016
Cost of storing cash hits wealth managers
Record-low UK interest rates intensify pressure on profits
Wealth and Asset Management
09/19/2016
Kuwaiti investors pounce on venerable City broker
Kuwait's KEH Group will announce the purchase of nearly 30% of WH Ireland
09/19/2016
Wren Investment Office seeks out London’s super-rich families
Launch is attempt to tap into London’s status as a centre for global wealth
09/19/2016
Revealed: the top investment strategies of high net worth individuals
The top investing strategies of the wealthy are to diversify, to seek advice and to know the fees on their investment.
09/19/2016
New business rises 13% at the CISE
Fiona Le Poidevin, CEO of the CISE, said: “I’m delighted that once again we have seen significant growth in new listings.
09/16/2016
Former Deutsche Bank Russia CEO sets up boutique for finance's "Expendables"
The four bankers, as senior partners at Troika, would have collected significant payouts after state-controlled Sberbank bought out Russia’s oldest brokerage.
09/16/2016
Top tips for trustees to combat fraud, by David Clarke of the Fraud Advisory Panel
September issue of our Charities Briefing newsletter
09/16/2016
UK bonuses soar to £44bn beating pre-financial crash peak for the first time
Total bonus payouts in the year to the end of March rose 4.4% to £44.3bn
09/15/2016
The Apple of the IFA world
Hargreaves Lansdown, not a typical IFA firm but a company model for IFA expansion
09/14/2016
Wealth manager to enter direct investing with new UK equity fund
The firm also said it would reallocate UK equity exposure from its existing multi-manager portfolios into its own offering at a “significantly reduced cost”.
09/14/2016
Quilter Cheviot revisits Artemis Income
Given the uncertainty we are not interested in bottom-fishing the financial sectors.
09/14/2016
Wealth manager launches two ethical portfolios
Managed by Benjamin Matthews, the portfolios will screen to exclude exposure to sectors such as tobacco and arms and include companies with clear social and environmental benefits.
09/14/2016
Wealth management is missing an opportunity
In the competitive pursuit of capturing the attention of HNW and UHNW investors, wealth management is missing an opportunity. It’s a glaring miss. Almost an open goal-level miss.
09/14/2016
Polin wants to boost Sanlam adviser numbers
Having restructured the company into one brand he said Sanlam would be launching a new proposition next month.
09/13/2016
European Wealth buys £17m-strong asset manager
CIMCO has funds worth about $22m under management.
09/12/2016
I swipe, I click, I press and I pay....
As more and more guests arrived, it became clear that Pennies is definitely gaining a new and powerful momentum. For any new potential converts to Pennies, this fintech charity has in recent years digitized the traditional charity box in order to fit in w
09/12/2016
Asset managers face pressure over bonuses
Ability of fund houses to police pay in other sectors in doubt if pay in own industry is high
09/12/2016
Barings reborn in $275 billion merger
The merger sees Barings become one of the world’s biggest asset managers with more than $275 billion in assets under management.
09/12/2016
Deutsche Bank CEO Says Asset Management Is ‘Essential Part’
Cryan, 55, is seeking to restore investor confidence as mounting legal costs and restructuring charges undermine earnings and capital.
09/09/2016
WMA Fintech Conference 2016: Evolution, not revolution?
Wealth Managers have three options: they can create, buy or rent Fintech technology.