Wealth Management
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.
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.
Retirement | 23 Dec 15
Top five challenges to affect UK advisers in 2016
Clapton Consultants, a chartered accountancy practice supporting small IFAs, gives its view of the top five challenges facing the sector in 2016.
Sun Life closes part of wealth product range
Sun Life Financial International, part of Canada’s giant Sun Life Financial Inc, said it will no longer accept new applications for two of its key wealth products — Sun Secured Advantage Plus and Sun Investor.