• Home
  • Wealth Management
Credit Suisse in Saudi Arabia private banking push

Credit Suisse in Saudi Arabia private banking...

Credit Suisse has identified Saudi Arabia as a priority for its wealth management business and is on the hunt to recruit more private bankers.

Published : 20, Jul 2017
ANALYSIS: Will wealth managers avoid scrutiny on charges?

ANALYSIS: Will wealth managers avoid scrutiny...

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

Published : 11, Jul 2017
MetLife shuts UK wealth management arm to new business

MetLife shuts UK wealth management arm to new...

MetLife UK is closing its range of third-way "wealth management" retirement products to new business citing the ongoing low interest rate environment.

Published : 7, Jul 2017
Schroders launches US focused wealth management company

Schroders launches US focused wealth management...

Schroders has set up a new company as part of its wealth management division called Schroder Wealth US that will sit alongside its existing UK subsidiary, Cazenove Capital.

Published : 26, Jun 2017
Regulation to make life 'harder and harder' for wealth firms

Regulation to make life 'harder and harder' for...

Regulation will make the job of a wealth manager “harder and harder” over the coming years, Quilter Cheviot’s Mark Hallam has said.

Deutsche Bank wealth arm eyes super-rich in Asia, Middle East

Deutsche Bank wealth arm eyes super-rich in Asia,...

Deutsche Bank Wealth Management is hiring 100 client managers around the world in a bid to target the ultra-wealthy, particularly in Asia and the Middle East.

Published : 13, Jun 2017
Science beats psychology in advice, says S Africa’s PCH

Science beats psychology in advice, says S Africa’s...Lock icon

With South African clients focused on overseas investment opportunities, local wealth manager Private Client Holdings (PCH) uses investment science rather than psychometric testing to advise clients.

Published : 12, Jun 2017
Tax evasion crackdown will see wealth managers lose $13bn

Tax evasion crackdown will see wealth managers...

Wealth managers around the world will lose around $13bn (£10bn, €11.5bn) of annual revenue due to a global crackdown on tax dodging as clients are set pull out $1.1trn out over the next few years, a new report suggests.

Published : 7, Jun 2017
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

Sponsored Content

FPI acquisition by RL360° a ‘game changer’ says CEO Kneeshaw
FPI acquisition by RL360°...Lock icon

Aviva’s decision to sell Friends Provident International...

Five common mistakes UK expats make about domicile and tax
Five common mistakes...Lock icon

British expats still have some crucial misunderstandings...

FCA reveals 8 firms rapped for pension transfers last year
FCA reveals 8 firms rapped...Lock icon

The Financial Conduct Authority has confirmed that...

Offshore bond top-slicing - the devil is in the detail
Offshore bond top-slicing...Lock icon

Advisers and clients could be caught unaware by a little-known...

Non-resident Indians face tough new disclosure rules
Non-resident Indians...

Non-resident Indians around the world will have to...

OTHER STORIES FROM LAST WORD...