03/27/2019
Cyprus Revitalized: How Asia’s HNWIs can Capitalize on the Island’s Reforms
He elaborated by noting that the applicant is eligible, as well as his or her spouse and dependents up to the age of 28
Wealth and Asset Management
03/27/2019
CaixaBank launches Ocean third-party fund platform
The Ocean platform has been developed to afford the maximum level of transparency
03/27/2019
Charles Stanley partners with Premiership rugby club
Harlequins has announced Charles Stanley as its Official Wealth Management Partner.
03/26/2019
RSM sells controversial UK wealth manager out of administration
Robinson was allowed to continue working as a financial adviser by the Financial Conduct Authority (FCA), despite being ruled against in court and avoiding further legal action after liquidating his company.
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
How wealth management can utilise fintech for accountability By Wael Al-Nahedh, CEO, Spearvest
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
Schroders-Lloyds wealth joint venture announces management team
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/25/2019
7IM overhauls pricing for HNW clients
The fee cut will apply to both existing and new business, giving potential clients’ access to 7IM’s unique proposition - which is set apart from competitors thanks to its integrated highly-flexible model - for a much lower price.
03/25/2019
Leeds-based wealth manager acquires London IFA
The purchase follows TPO’s acquisition of PQR Financial Planning in 2016, which added 23 staff including 11 advisers and £250m funds under management.
03/24/2019
Why you need dreams to land that perfect job! by Penny Lovell
Meeting the students also took me back to my own early days at work.
03/22/2019
Top five GAM shareholders nurse losses of $840m
T Rowe Price, UBS, Credit Suisse, Kiltearn and Silchester hit by 80% fall in Swiss manager’s shares
03/22/2019
St James’s Place defends Woodford’s record on its own funds
Wealth manager hits back at veteran investor’s critics
03/22/2019
Do you qualify for private banking?
There is a broad spectrum in the minimum amount required for private banking: some banks are happy to take clients with six-figure sums, but some demand eight.
03/22/2019
Deutsche Bank launches European wealth offensive
The bank will reduce the number of market heads to six, from 14 previously.
03/22/2019
Credit Suisse Boosts Thiam's Pay 30% After Turnaround Ends
Thiam is rewarded after taking a cut last year amid losses
03/21/2019
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
03/21/2019
Phoenix Financial PR shortlisted as Communications & PR Agency of the Year
Phoenix collected the Silver Award in the ‘PR Agency of the Year’ category at the inaugural Brand Management & Reputation Awards in 2016, and the Gold Award in the same category a year later.
03/21/2019
UBS Reports Progress in Sustainable Investing and Philanthropy
At the Global Wealth Management division, its 100% sustainable cross-asset portfolio tripled in size since its launch in January 2018
03/21/2019
Canaccord Genuity buys wealth management firm
It is expected that the acquisition will be immediately accretive to the Company's adjusted earnings1.
03/21/2019
Alvarium completes five acquisitions in eight months in London and globally
The Iskander acquisition comes in the same week that Queensgate Investments, a partnership between the Kow Family, Alvarium Investments, Peterson Group and Dilmun acquired four Grange Hotels in Central London in a deal valued at around £1 billion.