10/28/2014
Tracking the performance
Discretionary or wealth management is often seen as a bespoke service
Wealth and Asset Management
10/28/2014
Understanding clients’ non-financial concerns
The motivations behind investors’ attitudes to wealth.
10/28/2014
Wealth Management Association confirms strategic review
Where regulation is taking the DFM industry.
10/27/2014
Banque Internationale à Luxembourg opens first branch in Dubai
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth managers fear being caught by banker bonus rules
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth targets close ties between Quilter Cheviot and Intrinsic
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.
10/26/2014
BNP Paribas Wealth Management wins private bank awards for Europe, North Asia
Wealth Management department at BNP Paribas bank has won the prize for “outstanding private bank in Europe” at the 2014 Private Banker International Awards, the bank announced in a Friday statement.
10/24/2014
Head of Boston Family Office Shortlisted for the Power Women Awards
The Power Women awards were introduced by Citywealth to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
10/24/2014
Celebrating the importance of the old-time family firm Close Brothers Asset Management
Taking place on October 30, the event will be held at the Bristol Museum and Art Gallery.
10/24/2014
Italy asset management industry Sept inflows 8.6 bln euros
Total inflows in the first nine months of the year amounted to 97 billion euros, bringing the stock of assets under management to 1.52 trillion euros.
10/23/2014
Rodney FitzGerald on diversifying revenue at Walker Crips
Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.
10/23/2014
UK failing to protect ‘compromised’ finance sector, says WMA
The UK’s finance industry has been compromised in “numerous ways” by EU reforms, and has not done enough to protect its national interests, the Wealth Management Association (WMA) has said.
10/23/2014
Profile: 'new normal' now is as dangerous as when it was applied to tech
‘[Doing this] is very much the exception rather than the rule,’ he says as he browses the still half-written Word document on his monitor, overlooking the neighbourhood’s trademark mix of dignified Georgian and internet-age plate-glass a
10/23/2014
Liechtenstein wants to lure wealthy Muslims to its private banks
Liechtenstein wants to lure wealthy Muslims to its private banks as it seeks to revive an industry hurt by the loss of the nation’s status as a tax haven.
10/22/2014
Beware the potential pitfalls of taking a senior role in wealth management
Directors and chief executives across financial services companies must now take greater personal responsibility for the actions of their company.
10/22/2014
Quilter Cheviot Takes Two Snowhill Lease
Following approval from regulators, Quilter Cheviot will become the discretionary investment management business within Old Mutual Wealth.
10/22/2014
St James’s Place in profile – Guaranteed success
But perhaps at the heart of SJP’s success is its “advice guarantee” and unique approach to investment management.
10/21/2014
John Spiers: 'Now is the greatest opportunity I've seen in wealth management'
The Bestinvest founder acquired the financial planning arm of Truestone and relaunched the business as EQ last week.
10/21/2014
Credit Suisse bets on Spain recovery in expansion push
Credit Suisse Group, the world's fourth-largest wealth manager, almost doubled client assets in Spain during the country's recession and expects expansion to continue as the economy gathers pace.
10/21/2014
Saunderson House named best city firm for complex wealth management
The awards seek to “recognise the achievements of those working within the investment and financial services community”, and those who are “going above and beyond to help their clients protect and make the most of their hard-earned money