US wealth manager SEI to close Dubai office
US-headquartered SEI is to close its office in the Dubai International Financial Centre next month and will service its Middle East clients from London.
Wealth Management
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Neptune and Raymond James join forces for DFM launch
UK-based fund manager Neptune Investment Management is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.
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Schroders/Cazenove to acquire C. Hoare & Co’s WM arm
Schroders-owned Cazenove Capital Management is to acquire C. Hoare & Co’s wealth management business, with the deal set to complete in Q1 2017.
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Why wealth managers need to change their business models
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.
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FCA plans to ban Barclays Wealth man over destroyed report
The Financial Conduct Authority (FCA) has said it intends to ban former chief operating officer of Barclays Wealth and Investment Management Andrew Tinney.
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Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
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Rowan Dartington to offer DFM services to int’l advisers
UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.
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Wealth management to undergo big changes in the next 5 years
Wealth management businesses will look markedly different in five years’ time, says WH Ireland’s chief executive Richard Killingbeck.
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SJP’s Ralph on acquisitions, opportunities and vertical challenges
Fresh from an acquisition spree in the UK, wealth manager St James’s Place is taking its pioneering business model east in its next phase of growth.
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Brewin Dolphin underpinned by strong discretionary flows
UK wealth manager Brewin Dolphin has reported a 3.5% increase in discretionary funds under management to £26.8bn ($35bn, €32bn) during its third quarter.
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Malaysian finance centre grows Asia Pacific footprint
The Labuan International Business and Financial Centre (IBFC) approved 16 new insurance and insurance-related licences in 2015 as it expanded its footprint in Asia Pacific.
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Just 12% of millennials use financial advisers, says fintech app Bud
Millennials are more likely to turn to robo-advice than a financial adviser for help with their personal finances, new research suggests.