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SJP unveils ‘smarter cash’ management platform

SJP unveils ‘smarter cash’ management platform...

St James’s Place has partnered with London fintech group Flagstone to offer clients a new online cash management platform.

Published : 15, May 2017
Strong pension business helps SJP net inflows rise to £2bn in Q1

Strong pension business helps SJP net inflows...

UK-based wealth manager St James’s Place (SJP) has reported net inflows of £1.99bn in the first quarter of 2017, bringing assets under management (AUM) to nearly £80bn, helped by solid growth in its pensions business.

Published : 25, Apr 2017
Succession founder Simon Chamberlain dies, aged 51

Succession founder Simon Chamberlain dies, aged...

Succession Group founder and group chief executive Simon Chamberlain died on Friday 17 March, aged 51.

Published : 17, Mar 2017
China’s bank regulator to close loopholes, increase oversight

China’s bank regulator to close loopholes, increase...

The freshly appointed chairman of the China Banking Regulatory Commission (CBRC) has vowed to close cross-market financial product loopholes and tighten oversight of the nearly CNY30trn (£3.5trn, $4.4trn, €4.1trn) held in Chinese banks' wealth management products.

Published : 2, Mar 2017
Asset management outlook bright but technology threat lurks

Asset management outlook bright but technology...

Two-thirds of chief executives in the asset and wealth management industry believe technology will reshape their business over the next five years, but just 10% are prioritising the development of digital skills and capabilities within their companies.

Published : 20, Feb 2017
 HK investors prefer commission-based model, survey finds

HK investors prefer commission-based model, survey...

Investors in Hong Kong still prefer a commission-based charging structure when it comes to paying for wealth management services, while their mainland Chinese counterparts are increasingly opting for a fee-based model, according to the Hong Kong Investment Funds Association (HKIFA).

Published : 24, Jan 2017
Lombard Int'l welcomes growing complexity in life products

Lombard Int'l welcomes growing complexity in life...Lock icon

Lombard International Assurance welcomes the increasing complexity in providing cross-border planning solutions for high net-worth families as it is their bread and butter, and one of the reasons the company has grown so successfully over the years.

Published : 22, Dec 2016
Hong Kong seeks private bankers for local, mainland clients

Hong Kong seeks private bankers for local, mainland...Lock icon

There is a huge demand for relationship managers to look after high net worth (HNW) clients in Hong Kong and mainland China, a trend which is expected to continue in the coming year.

Published : 21, Dec 2016
Asia’s wealth managers turn to local markets for new hires

Asia’s wealth managers turn to local markets for...

Wealth management firms in Asia are ramping up domestic recruitment due to rising demand by Asian clients for advice from managers with local knowledge, language skills and cultural understanding.

Published : 14, Dec 2016
AnaCap buys Barclays France, plans wealth manager launch

AnaCap buys Barclays France, plans wealth manager...

Barclays is to sell its French retail banking operations, life insurance business, and wealth and investment management operations to European financial services private equity firm AnaCap Financial Partners.

Published : 13, Dec 2016
ANZ eyes Australian wealth management exit

ANZ eyes Australian wealth management exit

ANZ Bank is considering selling its life insurance, advice, and superannuation and investments businesses in Australia which would see one of the country’s largest financial institutions effectively withdraw from the wealth management sector.

Published : 3, Nov 2016
Mark Paine to take over the Meyado Group

Mark Paine to take over the Meyado GroupLock icon

Wealth management firm Meyado is to see a change at the top after Singapore chief executive Mark Paine announced plans to buy out the shares of the group’s founder and chairman Martin Young.

Published : 2, Nov 2016
DBS buys ANZ Asia wealth units, nets $16.5bn in assets

DBS buys ANZ Asia wealth units, nets $16.5bn in...

The trend of banks offloading assets continues as Singapore-based DBS acquires ANZ’s WM and retail units in Asia, adding S$23bn ($16.5bn, £13.5bn, €15bn) of wealth assets, which includes S$6bn from high net worth individuals.

Published : 31, Oct 2016
Farringdon to launch Shariah-compliant robo-adviser in Asia

Farringdon to launch Shariah-compliant robo-adviser...

The Malaysian-based wealth management firm, Farringdon Group, said it plans to launch Asia’s fist Shariah-compliant robo-adviser in December.

Published : 27, Oct 2016
Credit Suisse sets up wealth mgmt firm in Channel Islands

Credit Suisse sets up wealth mgmt firm in Channel...

With Credit Suisse ending direct client coverage out of the Channel Islands, the Swiss bank has set up a wealth management firm with local financial service provider Stenham Group, that will act as an external asset manager (EAM) for the bank regionally and elsewhere.

Published : 18, Oct 2016
Neptune and Raymond James join forces for DFM launch

Neptune and Raymond James join forces for DFM...

UK-based fund manager Neptune Investment Management is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.

Published : 7, Oct 2016
Schroders/Cazenove to acquire C. Hoare & Co's WM arm

Schroders/Cazenove to acquire C. Hoare & Co's...

Schroders-owned Cazenove Capital Management is to acquire C. Hoare & Co’s wealth management business, with the deal set to complete in Q1 2017.

Published : 3, Oct 2016
FCA plans to ban Barclays Wealth man over destroyed report

FCA plans to ban Barclays Wealth man over destroyed...

The Financial Conduct Authority (FCA) has said it intends to ban former chief operating officer of Barclays Wealth and Investment Management Andrew Tinney.

Published : 14, Sep 2016
Wealth manager profile: Quilter Cheviot's David Loudon

Wealth manager profile: Quilter Cheviot's David...Lock icon

A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

Published : 9, Sep 2016
Rowan Dartington to offer DFM services to int’l advisers

Rowan Dartington to offer DFM services to int’l...

UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.

Published : 7, Sep 2016

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