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Wealth and Asset Management

03/24/2017

Private bank urges clients to invest in passive funds

Horseracing’s money manager criticises active funds’ high fees and underperformance

03/24/2017

Canaccord Genuity Wealth Management Acquires UK-Based Investment Dealing and Custody Business

The transaction serves to support Canaccord Genuity Wealth Management's growth strategy and its new clients will benefit from access to award-winning expertise, supported by a sophisticated operational and technology platform.

03/24/2017

Credit Suisse Increases Bonus Pool 6%, CEO Thiam Gets $12 Million

Swiss bank handed out $3.1 billion in bonuses for 2016

03/24/2017

Veteran Advisers Offer Family Office Planning for Ultra-Wealthy Families

In our experience there is now a gaping absence in the very high-end wealth advisory journey

03/24/2017

Why AI is the ‘biggest opportunity ever’ for asset managers

AI offers the biggest employment opportunity asset management has ever seen

03/24/2017

Hedge fund firm Brevan Howard granted injunction to block Reuters story

Under Britain's legal system, individuals and companies can file for privacy or confidentiality injunctions

03/24/2017

HNW Lending launches Isa for loans against property and classic cars

HNW Lending has launched a new Innovative Finance Isa that is different to many of its peers. But what does it offer and what are the risks?

03/23/2017

Saunderson House parent takes hit on discretionary launch

Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions

03/23/2017

Old Mutual brings 22seven in-house, founders leave

Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be

03/23/2017

Arbuthnot Latham profits climb 51% as lending booms

This has been a momentous and highly profitable year for Arbuthnot Banking Group

03/23/2017

Mirabaud eyes expansion as income rises

The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.

03/23/2017

Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"

RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority

03/23/2017

Rathbones to launch actively managed portfolio service

Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.

03/22/2017

Owl Private Office launches advisory service for families and endowments

Owl helps wealthy families, trustees and individuals think through their long-term objectives

03/21/2017

Bringing wealth structuring solutions to Asian families

The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.

03/21/2017

INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker

So what is it like for a young person working in a bank like Credit Suisse in 2017?

03/21/2017

Wealth manager expands London presence

Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.

03/20/2017

Penny wise and pound foolish? by Tim Price

“I’ve run a country but I’ve never run a newspaper.”

03/20/2017

“The future promise of any nation can be directly measured by the present prospects of its youth.” - John F. Kennedy

It is estimated that millennials (the generation born between 1980 and 2000) will make up almost 50% of the global workforce by 2020

03/20/2017

Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs

This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.

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