01/12/2016
ETF boom and more wealth manager consolidation: The Contrarian's 2016 watchlist
2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.
Wealth and Asset Management
01/12/2016
Here's the advice Goldman Sachs is giving its multimillionaire clients
Being a wealthy client at a big Wall Street bank comes with its advantages.
01/12/2016
Brewin Dolphin remains bid target after investment chief exits
The wealth manager could attract bids at a 50pc premium to the current share price as turnaround continues, says Questor
01/12/2016
Toil and trouble - St. James's Place Market Bulletin
“But dawning day new comfort hath inspired,” said Shakespeare’s Titus Andronicus.
01/12/2016
Aberdeen Asset Management Completes Acquisition
Aberdeen hasannounced that it has completed the acquisition of Parmenion Capital Partners and its sister company
01/12/2016
CACEIS chosen for French private equity fund
“Choosing a depositary is a critical decision requiring a long-term perspective."
01/12/2016
Deutsche Bank Seeks to Crack Top 5 of Global Wealth Managers
The company faces competition for affluent clients as banks across the globe shift their focus from trading businesses, which have become costlier to run since the 2008 financial crisis.
01/11/2016
deVere UK forecasts 50% more business and launches HNW division
Mr Coady explains: “2015 was deVere United Kingdom’s most successful year to date by some distance, and our comprehensive business forecasts indicate that 2016 will be an even brighter year.
01/11/2016
Jersey Finance Annual Funds Conference 2016
Thursday 3 Mar 2016, 12:30 - 19:00
01/11/2016
Liechtenstein-based private bank incorporates rival Centrum Bank
The bank says the restructuring measures will have limited impact on the CEO and client business organisational units, with no personnel changes.
01/11/2016
Lombard International Assurance to acquire Private Banking Solutions business in Luxembourg
It allows us to leverage our resources effectively to serve our target market by providing best-in-class, holistic wealth planning solutions
01/11/2016
Global Asset Managers Rising to Challenges of 2016
Across globe downward pressure on fees set to intensify
01/11/2016
Life finds a way by Tim Price
Chaos theory studies the behaviour of dynamic systems that are highly sensitive to initial conditions. In a chaotic system, tiny changes in initial conditions lead to wildly divergent outcomes further down the line. Under chaos, short term prediction may
01/11/2016
The World of Private Clients: 2016 and beyond
It’s the time of year for new resolutions, and for predicting what the year ahead might bring.
01/11/2016
Standard Life Investments to Partner British & Irish Lions for the 2017 Tour to New Zealand
Standard Life Investments will sponsor the world famous jersey in a deal that replaces the association with HSBC.
01/11/2016
Cooper Parry Wealth wins national gong
The awards are organised by Citywire magazine, which provides news, information and insight for professional advisers and investors around the world.
01/10/2016
Aberdeen Asset Management buys Unesco heritage site
The dock, which attracts more than six million tourists every year, is central to the city's regeneration efforts along the waterfront
01/10/2016
Scots oil downturn good news for wealth manager
Since then, the oil price downturn has led to thousands of redundancies in Aberdeen and the surrounding areas
01/10/2016
Chinology by Penny Lovell
A superior man is modest in his speech, but exceeds in his actions.- Confucius
01/08/2016
Barclays's Grosoli Said to Take Larger Role Amid Wealth Overhaul
The bank has sounded out potential buyers for its Asian wealth-management business, but has not decided whether it will sell, a person familiar with the matter said Nov. 6.