Wealth Management
Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
People Moves | 16 Dec 15
MoneyFarm appoints chief tech officer ahead of UK launch
Italian digital wealth management firm MoneyFarm has appointed David Jeffrey chief technology officer ahead of its 2016 UK launch.
Standard Chartered merges top private bank & wealth mgt roles
Standard Chartered Bank has combined the leadership of its private banking and wealth management divisions into a single global job, which will be taken on by Didier von Daeniken who will be based in Singapore.
Investment | 9 Dec 15
One in three wealth managers not up to scratch on suitability – FCA
One third of UK wealth managers’ suitability reports currently fall short of the Financial Conduct Authority’s expected standards, the regulatory body said on Wednesday.
Brooks Macdonald moves into Portugal with Generali tie-up
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).