12/02/2016
Wealth managers respond to demand for ‘robo advice’
Brewin Dolphin the latest firm to offer a fully automated investment service
Wealth and Asset Management
12/02/2016
Andorra ends banking secrecy
The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.
12/01/2016
RBC Wealth Management net income up 55% from a year ago
Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.
12/01/2016
City veteran Sir John Beckwith launches new asset management business
The company, founded by Beckwith and Mark Johnson in 1994, also has real estate and private equity divisions.
12/01/2016
City veteran Sir John Beckwith launches new asset management business
The Pacific Investments group has an outstanding track record
11/30/2016
Rothschild reports strong first half fees
First-half pre-tax profit increased by 50% to 187m
11/30/2016
Ex-fund selector launches network for women in asset management
Morningstar looked at more than 26,000 funds across 56 countries to determine the industry’s gender representation.A former senior fund selector at Aviva Investors is launching a network for women in the asset management industry as a new report poi
11/30/2016
Cayman Finance CEO promotes financial industry in Europe
“This trip was a continuation of our efforts to tell the positive story of that role to key influencers around the world,” he added.
11/30/2016
Brewin Dolphin suffers 18% fall in profit
Discretionary fund manager Brewin Dolphin has suffered a hit to its profits, largely due to “residual” effects of the business restructuring
11/30/2016
Guernsey Trust & Company Focus - November 2016
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
11/30/2016
St James' Place doubles adviser numbers in Asia
St James’s Place has expanded its presence in Asia as it moves from servicing expats and looks to target the region's high net-worth individuals (HNWIs), said Mike Gravestock, partnership director for Asia and international.
11/29/2016
Generational Wealth: Nature or Nuture? by Annie Catchpole, Associate at Scorpio Partnership
But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.
11/29/2016
Amundi sets bid bar in race for UniCredit's AM unit
Amundi confirmed its interest in mid-October but at the time denied the valuation levels attributed to Pioneer in reports.
11/29/2016
St. James’s Place – “Politics looms large"
Pity the forecasters: criticised and confounded
11/28/2016
Thomas Fedier: What Sets a Truly Successful Wealth Manager Apart
Essentially the requirements are there to provide work to unemployed lawyers.
11/28/2016
Wealth management boutique launches in Harrogate
Initially with a team of three, the aim is to grow the boutique firm by offering a niche service that rivals the larger national firms.
11/28/2016
Aberdeen Asset Management sees profits dive to £352.7m
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Old Mutual Wealth veteran launches boutique
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/24/2016
Charles Stanley sees benefits of turnaround strategy as profits climb 80%
The figure is quite an uplift from the decline in revenues reported earlier this year