02/20/2017
St James’s Place joins drive for more ethical investment
Wealth manager to raise profile on environmental, social and governance issues
Wealth and Asset Management
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/20/2017
Wealth and fund firms risk being ‘swept away’ in tech age
Technology is a disruptive force
02/20/2017
Have you checked your Wealth Manager's EQ?
People often get confused between investment manager and Wealth Manager.
02/20/2017
PwC: Asset and wealth managers show 'striking' lack of digital innovation
Technology has completely reshaped or significantly impacted competition
02/20/2017
Euclidea goes live with private banking service available to all
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.
02/20/2017
Chelverton Investor Club completes its first deal of 2017 - Qualification Check
In regulated industries or other sensitive areas, such as financial services, healthcare or education, knowing employees are who they claim to be and are qualified to do the job is critical.
02/20/2017
SJP swoops on Dorking-based advice firm
Following the deal HJP will become a restricted advice firm.
02/17/2017
Enness Private Clients launches international high net worth mortgage brokerage
The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.
02/17/2017
Robo adviser beats benchmarks in first year
Wealthify achieved higher growth for their clients investments
02/17/2017
Julius Baer and the Russian Client Who Brought Down a Bank
The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union
02/16/2017
HNW Demand and Drivers - Research and Markets
Globally over half of HNW investment portfolios are placed in discretionary mandates.
02/16/2017
Higher rates remove need for cash comfort blanket
Nobody wants to be sitting on tons of cash.
02/16/2017
City superwoman on hook for £250k: Huge bill looms for Horlick after she is let down by US investor
Horlick turned to ‘crowdfunding’ to raise cash for her venture
02/16/2017
Old Mutual Wealth puts forward alternative MPAA proposals
The limit could also discourage people from working in retirement.
02/16/2017
AIFMD passport no longer seen as the ‘silver lining’
Third country passport was not a panacea for the UK industry
02/16/2017
Robust bank ABN Amro books net profit of €2bn in 2016
The fourth-quarter results are solid.
02/14/2017
Heartwood IM closes in on £3bn AUM milestone
These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.
02/14/2017
Seven Investment Management Extend Tax Efficient Dublin Fund Range
The investment house extends client options to include actively managed passive funds with a nine year track record.
02/14/2017
High Net Worth Society
High Net Worth Society, a members only club