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Wealth Management

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.

Increased client focus prompts Brewin management shake up

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

Asia | 5 Jan 16

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.

Investor immigration schemes draw rising interest in 2015

Tax & Regulation | 31 Dec 15

Investor immigration schemes draw rising interest in 2015

Investor immigration programs have been growing in popularity around the world, while governments have sought to constantly adjust their requirements to the increased demand.

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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