Wealth Management
Asia ‘behind curve’ in use of passive strategies
Global flows into exchange-traded funds may be steadily rising, but ETF usage is lagging among wealthy clients in Asia, according to Roger Bacon, Asia-Pacific head of managed investments at Citi Private Bank.
Big data to influence product manufacturing: Cerulli
Digital disruption is upending the wealth management industry and it could also have an impact on the product manufacturing process, according to Cerulli Associates.
People Moves | 8 Jul 15
Barclays shares climb following CEO sacking
Barclays shares have climbed 3% following the sacking of chief executive Antony Jenkins.
Investment | 30 Jun 15
Greek crisis causes surge in investors seeking professional advice
The number of investors looking for help from wealth management firms has soared as the situation in Greece sparks greater market volatility.
Lloyds expands expat service for non-doms in UK
Lloyds Bank has announced an expansion of its London Expat Service to tap to the growing number of high net worth individuals moving into the UK.