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Wealth Management

Robo-advisers on the rise, CFA survey shows

Asia | 20 May 16

Robo-advisers on the rise, CFA survey shows

Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed.

Focus Financial enters Australia after signing up MW Lomax

Asia | 10 May 16

Focus Financial enters Australia after signing up MW Lomax

The US-based partnership of independent wealth management firms, Focus Financial Partners, has expanded its international network to Australia by signing up the Melbourne-headquartered MW Lomax Group.

Wealth managers losing faith in equities, survey finds

Equities | 9 May 16

Wealth managers losing faith in equities, survey finds

Wealth managers and financial advisers are losing faith in equities according to a new survey from Royal London Asset Management.

Holborn Assets managing partner Reg Ormond dies suddenly

Middle East | 4 May 16

Holborn Assets managing partner Reg Ormond dies suddenly

Managing partner of Holborn Assets, Reg Ormond, has died at the age of 50 from a sudden heart attack.

Deutsche AM revenue down 12%, Wealth down 8%

Companies | 28 Apr 16

Deutsche AM revenue down 12%, Wealth down 8%

Deutsche Asset Management reported a net revenue decrease of 12% in the first quarter, dropping to €736m (£571.2m, $832.4m) from €840m in 1Q15.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media