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Wealth Management

Tax & Regulation | 27 Sep 17

Investment managers optimistic ahead of Mifid II

After a drop off in sentiment in the previous three months, asset and wealth managers in the UK are more optimistic about their overall business situation, according to the latest CBI/PwC Financial Services Survey.

Fixed Income | 25 Sep 17

Wealth managers swap cash for bonds as caution persists

Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.

Companies | 22 Sep 17

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.

International Adviser

Asia | 30 Aug 17

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.

Abu Dhabi creates foundations framework for wealth management

Middle East | 17 Aug 17

Abu Dhabi creates foundations framework for wealth management

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.

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