Advisers reluctant to grasp the social media nettle
Industry has struggled to embrace the era of instant communication
Wealth Management
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London & Capital names chief executive
Several high profile moves following death of co-founder and managing director Daniel Freedman
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Are pre-nups a wealth management tool?
While the contract has been criticised as ‘unromantic’, it can make financial planning easier
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Swiss banking group opens Abu Dhabi office
Firm says it ‘is the great next step’ in growing its international presence
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Investec labelled most expensive wealth manager in leaked report
Grant Thornton examined 20 largest firms in the industry in exercise reportedly for SJP
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US in the news: Wealth managers agree $1.3bn merger
A round-up of the latest people moves and M&A deals in North America
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Swiss bank fined HK$400m for overcharging on fees
Some 5,000 client accounts in its Hong Kong wealth arm were affected
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Singapore bank rolls out virtual wealth management accounts
As Investors Trust launches marketing solution for financial advisers
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London & Capital co-founder dies
Daniel Freedman passed away suddenly, the wealth firm announced on Wednesday
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Independent wealth managers merge in Singapore
Newly created firm will now have capacity to “tap into new markets”
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How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
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AMP restructures its Australian wealth management business
Former head of developed and emerging Asia for Credit Suisse Private Banking will lead the operation