Wealth Management
United Kingdom | 14 Apr 15
Service upgrades could trump lower fees – Brown Shipley
Lower service charges may not necessarily be on the cards, but IFAs must provide value for their percentage, according to the head of Brown Shipley’s Manchester office Jon Sherlock
Investment | 7 Apr 15
The perfect fit- Business Strategies with M&A
Walker Crips’ acquisition of discretionary investment manager Barker Poland proves how a good match provides a fillip for a company’s core proposition.
Use of life assurance products could double
Regulatory change could double the sales of life assurance products among high net worth and ultra-high net worth clients, according to a survey of wealth managers and life assurance professionals.
Investment | 23 Feb 15
Deutsche AWM lists Gulf ETF
Deutsche Asset & Wealth Management, the wealth management arm of Germany’s Deutsche Bank, said it had listed Europe’s first exchange traded fund to cover equities in the Middle East Gulf region, which will include Saudi Arabia.
North America | 11 Feb 15
Hong Kong Singapore wealth centres catching up
Even as Switzerland remains the worlds largest wealth management centre, other locations such as Hong Kong, Singapore and the US are also catching up rapidly, according to research from Deloitte.