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French private bank enters UK wealth space

French private bank enters UK wealth space

Banque Transatlantique, part of French banking group Crédit Mutuel-CM11, is launching a wealth management business in the UK.

Published : 22, Sep 2017
Financial adviser numbers surge in Malaysia

Financial adviser numbers surge in Malaysia

The number of firms engaged in financial planning in Malaysia has increased by 45% since 2015, while the number of licensed financial planners has grown by around 23%, according to Ahmad Fairuz Zainol Abidin, Malaysia's Securities Commission deputy chief executive.

Published : 30, Aug 2017
Asia's wealthy reveal doubts about financial advisers

Asia's wealthy reveal doubts about financial advisers...

High net worth individuals in Hong Kong and Singapore are much more aware of the human-related risks associated with wealth advisers compared to their global counterparts, according to a survey conducted by Factset and Scorpio Partnership.

Published : 25, Aug 2017
Abu Dhabi creates foundations framework for wealth management

Abu Dhabi creates foundations framework for wealth...

Abu Dhabi Global Market (ADGM), the financial free zone in the capital of the UAE, has launched of a new legal structure to support the growth of its wealth management industry.

Published : 17, Aug 2017
UK wealth managers hit a crossroad on path to growth

UK wealth managers hit a crossroad on path to...

If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.

Published : 27, Jul 2017
Hong Kong’s Mason plans acquisitions for wealth unit launch

Hong Kong’s Mason plans acquisitions for wealth...

Hong Kong financial company Mason Group Holdings has announced plans to build an offshore wealth management business with at least $3bn (£2.3bn, €2.5bn) in assets from the ground up through a series of acquisitions.

Published : 25, Jul 2017
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

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