Women account for 40% of global wealth, says Credit Suisse
Investment bank’s Global Wealth Report includes chapter on women and wealth for first time
Investment bank’s Global Wealth Report includes chapter on women and wealth for first time
A collection of photos from International Adviser’s Fund Links Forum 2018 and its two award ceremonies
Reasonable excuse less likely to work as mitigation under failure to correct regime
Ombudsman rules in favour of Phoenix Life despite litany of errors in fund and annuity projections
AFH and Kingswood Holdings keep the buyers’ bandwagon rolling
Fund management giant to open office in the ADGM, sees Saudi Arabia as major engine for growth
The move sweetens the firm’s acquisition by Utmost Wealth Solutions
China’s new asset and wealth management guidelines will likely trigger a fresh wave of consolidation despite some recent revisions, according to Andrew Xia of Noah Holdings, a private Chinese asset management service provider.
Switzerland-based financial investigator David Mapley has launched a campaign to seek the return of $400,000 (£307,092, €343,963) for a client who invested in the failed Columna Commodities fund.
With impact investing and sustainability hitting mainstream investing more than ever before, I am delighted to announced that International Adviser has a new sister publication called ESG Clarity.
Swiss private banking group Lombard Odier has signed a strategic agreement with Indonesia’s Bank Mandiri that will see the firm extend its south-east Asia business model.
The Financial Conduct Authority (FCA) has backtracked on a proposal to change its position that an adviser should assume that a Defined Benefit (DB) pension transfer is “unsuitable” for a client.