Wealth Management

Macro Views | 10 Mar 16

Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.

Europe | 8 Mar 16

Tom Olander, a director of Custodian Life, talks clients, technology, growth and the trends that are now shaping the life insurance market.

Life | 3 Mar 16

Lombard International Assurance, a provider of wealth structuring solutions for high net worth clients, has launched a new wealth planning product designed to meet the needs of US taxpayers and prospective US residents currently residing in the UK.

Companies | 3 Mar 16

Wealth management merger and acquisition (M&A) activity reached its highest level since the recovery from the global financial crisis began, according to a report by Scorpio Partnership.

Asia | 2 Mar 16

ANZ will simplify its approach to wealth management and more closely align its distribution of wealth products and services with its retail and commercial businesses, the bank announced on Wednesday.