Wealth Management

Companies | 21 Jun 16

KMH Gestion Privée and UK-headquartered international financial services company Alexander Beard Group have set up a joint venture to assist companies looking to set up shop in France and provide French and UK nationals with wealth management and pension transfers services.

Best Practice | 16 Jun 16

Jersey-based private wealth services firm Enhance Group has launched a new investment consultancy business, located in London, which will provide institutional-style investment advice to high net worth individuals and families.

Asia | 15 Jun 16

Hong Kong regulations require human involvement rather than an automated process in order to provide wealth management services, said iFast Financial (HK) chief operating officer Kelvin Yip.

Investment | 13 Jun 16

Millennials, the generation aged 18-34, need a “one-stop shop” where they can go to find information on how to invest, the UK’s Wealth Management Association (WMA) has urged.

Best Practice | 1 Jun 16

Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a new report from PwC.