Wealth Management
Wealth managers in danger of losing the youth
High net worth individuals are generally pretty happy with their wealth managers at the moment.
Wealth management organisation to open Hong Kong branch
The Hong Kong chapter of the Association of Independent Asset Managers (AIAM) is expected to launch in the coming months, aiming to give independent wealth management firms a unified voice.
Barclays sells US wealth management business
Barclays has sold its US Wealth & Investment Management business to American investment bank Stifel Financial Corp for an undisclosed the sum.
Most advisers prefer a successor to a sale on retirement -Russell
Financial advisers would prefer to find a successor that can take on their business when they retire, rather than pursue a sale, new research from Russell Investments suggests.
Eleven advice meetings a year is the ‘sweet spot’ for HNWIs
High net worth individuals say 11 interactions a year is the “sweet-spot” level of contact with their relationship managers at wealth management firms, according to a survey by NPG Wealth Management, SEI and Scorpio Partnership.