Jersey-based private wealth services firm Enhance Group has launched a new investment consultancy business, located in London, which will provide institutional-style investment advice to high net worth individuals and families.
Investor expectations for income and long term returns appear to be significantly inflated, with many looking set for disappointment. Millennials’ expectations, however, are the most unrealistic, say Schroders.
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.
South Africa’s leading independent financial advisers have called on the sector to embrace change to meet the great expectations of the next generation of clients and regulators.
Schroders has announced a host of senior moves in Asia Pacific, with Deutsche Bank reporting a high-level departure in the region. Old Mutual Wealth has named the head of its Financial Adviser School, while the firm’s Global Investors division is losing its absolute return manager following a difference of opinion.
One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.
Insurers are failing to adapt to changing customer needs and technology, instead focusing more on complying with new regulations, a new report by KPMG has found.
Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.
Earlier this year, South Africa-based Carrick Wealth launched its flagship Invictus programme, a training academy aimed at the company’s would-be advisers.
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.
The Australian corporate regulator has decided to prosecute a financial advisory business for alleged breaches of a new law which requires firms to ensure their advisers put the interests of clients first.
More than a quarter of UK financial advisers are working longer hours, charging an average hourly rate of £157 ($226, €199), according to research from British insurer Prudential.
