Gulf clients are ‘poorly prepared’ for wealth transfer
Report finds only 6% of respondents believe family businesses will make it to the third generation
Wealth Management
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Julius Baer opens South African advisory office
Move prompted by SA market potential, which Swiss group plans to develop over long term
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Financial services duo form new UK wealth manager
The company will provide a range of financial services’ advice on pensions, planning and investments
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Singapore digital wealth manager offers services to UAE
This is the firm’s latest expansion after it opened offices in Hong Kong, Indonesia, Malaysia and Thailand
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Australian financial group launches adviser hub
The centre is open to all advisers and licensees regardless of whether they have a relationship with the firm
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UK wealth manager extends acquisition spree
A source close to the firm told International Adviser that it expects to make more acquisitions before 2019
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CBA to sell global asset management business
Australian bank also hires CEO and CFO for its wealth management and mortgage broking operation
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Wealth managers’ UK expansion is a ‘targeted recovery’
Spate of hires due to fact that ‘there is simply not enough advisers to provide advice in the UK’
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London & Capital launches service for US expats in France
Wealth management service will advise on strategy for US and Europe-based assets
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Rothschild & Co to get out of trust business
The family-controlled bank to focus on wealth management and private banking
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Advisers face ‘battering’ over China regulations
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.
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DFM behemoths blamed for widening trust discounts
Wealth managers have been accused of rapidly moving away from the investment trusts sector creating wide discounts in some parts of the market.