Wealth Management
Tax & Regulation | 18 Jan 16
Inequality to stay until tax havens go, says Oxfam
There will be no end to the inequality crisis until world leaders end the era of tax havens, once and for all, according to a report from charity Oxfam.
Church House launches risk-rated model portfolio service
Church House Investment Management, a UK-based discretionary fund manager, has launched a range of six risk-rated managed portfolios.
Investment | 18 Jan 16
Asset managers see fintech opportunities
Asset managers across the UK are cautiously optimistic and expect business volumes, fee income, commissions, and investments to rise. They remain, however, acutely aware that their future is very much dependant on global equity markets and global economic conditions, according to PwC.
Investment | 8 Jan 16
Increased client focus prompts Brewin management shake up
Stephen Ford, head of wealth and investment management at UK wealth manager Brewin Dolphin has left the firm after 15 years following a significant management shake-up.
Julius Baer takes stake in Shanghai wealth manager
The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.