05/25/2016
The company’s latest report states that, of developed markets, HNW clients in Germany show the greatest interest in automated advice platforms.
05/25/2016
Santander is reducing staff and closing hundreds of branches as it seeks to shave 3 billion euros from expenses by the end of 2018.
05/25/2016
One of the key takeaways was the power of the vertically integrated model.
05/24/2016
Potential sale part of plans to separate company’s four main businesses
05/23/2016
The minimum investment is £50,000 but the service is hoping to attract the traditional clients of private banks such as Coutts and Brewin Dolphin.
05/23/2016
Dr Gerard Lyons, the pro-Brexit economist and writer, is throwing his weight behind the latest new service to launch in the UK.
05/23/2016
The Czechs, who shed communism nearly 27 years ago, have yet to catch up with their western peers in personal income and private savings.
05/23/2016
The pound may have rallied amid evidence U.K. public opinion is shifting away from a Brexit, but one fund manager isn’t taking any chances.
05/23/2016
In terms of country exposure, Saudi Arabia represents the single largest percentage, with the UAE also quite large.
05/23/2016
French asset manager buys Dublin’s Kleinwort Benson for €108 million
That’s very much our objective and the objective of the shareholders as well,” said Hawkshaw.
05/23/2016
Just over £6.5m raised for new venture
05/23/2016
A spokesman for Aberdeen added the company has never had a formal approach.
05/23/2016
Guernsey reclaimed the award for best international wealth management centre this year, having previously won the award at the Wealth Adviser Awards 2014.
05/23/2016
Online wealth management service launched
Two former senior banking executives launched a new online wealth management service targeting high network individuals, branded as Netwealth
05/23/2016
Our increased capacity means we can continue to respond to the fast growing demand for our services.
05/20/2016
Among the award-winners and highly commended people by the judges was David Lough, who took this year’s Lifetime Achievement Award.
05/18/2016
At a group level, Rathbones announced that total funds under management rose 0.3% from £29.2 billion to £29.3 billion in the first three months of the year.
05/18/2016
With USD30 trillion of HNW assets expected to pass from the older generation by 2050, the wealth industry could be about to witness one of the greatest wealth transfers of all time.
05/18/2016
The potential inclusion of ETFs in Stock Connect, a cross-border initiative launched in 2014 that links the Hong Kong and Shanghai stock exchanges
05/17/2016
The unit will join with Schroders’ ABS team in New York, and the combined group will oversee more than $8 billion, according to a statement from the company that didn’t disclose terms.