Wealth Management
Best Practice | 19 Jun 17
Regulation to make life ‘harder and harder’ for wealth firms
Regulation will make the job of a wealth manager “harder and harder” over the coming years, Quilter Cheviot’s Mark Hallam has said.
Deutsche Bank wealth arm eyes super-rich in Asia, Middle East
Deutsche Bank Wealth Management is hiring 100 client managers around the world in a bid to target the ultra-wealthy, particularly in Asia and the Middle East.
Science beats psychology in advice, says S Africa’s PCH
With South African clients focused on overseas investment opportunities, local wealth manager Private Client Holdings (PCH) uses investment science rather than psychometric testing to advise clients.
Best Practice | 7 Jun 17
Tax evasion crackdown will see wealth managers lose $13bn
Wealth managers around the world will lose around $13bn (£10bn, €11.5bn) of annual revenue due to a global crackdown on tax dodging as clients are set pull out $1.1trn out over the next few years, a new report suggests.
Technology | 15 May 17
SJP unveils ‘smarter cash’ management platform
St James’s Place has partnered with London fintech group Flagstone to offer clients a new online cash management platform.