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Wealth Management

Ex-Hargreaves trio set up high-net-worth investment service

Companies | 1 Feb 16

Ex-Hargreaves trio set up high-net-worth investment service

Former Hargeaves Lansdown executives, Alex Davies, Ben Yearsley and Marta Caricato have announced the launch of a new investment service for high-net-worth investors.

UBS WM launches UHNW Academy in Asia Pacific

Asia | 26 Jan 16

UBS WM launches UHNW Academy in Asia Pacific

UBS Wealth Management is targeting its senior ultra-high-net-worth (UHNW) advisers with the launch of the investment bank’s UHNW Academy in Asia Pacific, as part of the training programme’s global roll-out.

Inequality to stay until tax havens go, says Oxfam

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

Equities | 18 Jan 16

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.

Asset managers see fintech opportunities

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.

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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.