10/31/2014
Purpose ‘worthless’ without staff engagement, says Old Mutual CEO
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
Wealth and Asset Management
10/31/2014
Bath-based wealth management firm announces new deal
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews.”
10/29/2014
Does Quilter Cheviot buy pave way for Old Mutual Wealth IPO?
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
Family offices looking for bespoke structures to suit younger, more mobile families – what opportunities for the Channel Islands?
Family offices are increasingly looking beyond traditional trust structures towards more bespoke structures for planning offshore to suit younger and more mobile entrepreneurial families who don’t want to give up control.
10/29/2014
Societe Generale Private Banking partners the European Family Office Conference in London
The theme of the conference this year is “Your Family Office: Strategies, Structures & Sustainability”.
10/29/2014
Crestbridge records impressive funds business growth
Independent corporate and fund services provider Crestbridge has recorded an impressive increase in the value of funds it administers a year after it underwent a rebrand in June 2013.
10/28/2014
Tracking the performance
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
Understanding clients’ non-financial concerns
The motivations behind investors’ attitudes to wealth.
10/28/2014
Wealth Management Association confirms strategic review
Where regulation is taking the DFM industry.
10/27/2014
Banque Internationale à Luxembourg opens first branch in Dubai
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth managers fear being caught by banker bonus rules
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth targets close ties between Quilter Cheviot and Intrinsic
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.
10/26/2014
BNP Paribas Wealth Management wins private bank awards for Europe, North Asia
Wealth Management department at BNP Paribas bank has won the prize for “outstanding private bank in Europe” at the 2014 Private Banker International Awards, the bank announced in a Friday statement.
10/24/2014
Head of Boston Family Office Shortlisted for the Power Women Awards
The Power Women awards were introduced by Citywealth to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
10/24/2014
Celebrating the importance of the old-time family firm Close Brothers Asset Management
Taking place on October 30, the event will be held at the Bristol Museum and Art Gallery.
10/24/2014
Italy asset management industry Sept inflows 8.6 bln euros
Total inflows in the first nine months of the year amounted to 97 billion euros, bringing the stock of assets under management to 1.52 trillion euros.
10/23/2014
Rodney FitzGerald on diversifying revenue at Walker Crips
Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.
10/23/2014
UK failing to protect ‘compromised’ finance sector, says WMA
The UK’s finance industry has been compromised in “numerous ways” by EU reforms, and has not done enough to protect its national interests, the Wealth Management Association (WMA) has said.
10/23/2014
Profile: 'new normal' now is as dangerous as when it was applied to tech
‘[Doing this] is very much the exception rather than the rule,’ he says as he browses the still half-written Word document on his monitor, overlooking the neighbourhood’s trademark mix of dignified Georgian and internet-age plate-glass a
10/23/2014
Liechtenstein wants to lure wealthy Muslims to its private banks
Liechtenstein wants to lure wealthy Muslims to its private banks as it seeks to revive an industry hurt by the loss of the nation’s status as a tax haven.