Church House launches risk-rated model portfolio service
Church House Investment Management, a UK-based discretionary fund manager, has launched a range of six risk-rated managed portfolios.
Wealth Management
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Asset managers see fintech opportunities
Asset managers across the UK are cautiously optimistic and expect business volumes, fee income, commissions, and investments to rise. They remain, however, acutely aware that their future is very much dependant on global equity markets and global economic conditions, according to PwC.
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Increased client focus prompts Brewin management shake up
Stephen Ford, head of wealth and investment management at UK wealth manager Brewin Dolphin has left the firm after 15 years following a significant management shake-up.
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Julius Baer takes stake in Shanghai wealth manager
The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.
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Investor immigration schemes draw rising interest in 2015
Investor immigration programs have been growing in popularity around the world, while governments have sought to constantly adjust their requirements to the increased demand.
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Top five challenges to affect UK advisers in 2016
Clapton Consultants, a chartered accountancy practice supporting small IFAs, gives its view of the top five challenges facing the sector in 2016.
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Sun Life closes part of wealth product range
Sun Life Financial International, part of Canada’s giant Sun Life Financial Inc, said it will no longer accept new applications for two of its key wealth products — Sun Secured Advantage Plus and Sun Investor.
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Brewin’s wealth head Ford focusing on growth
Brewin Dolphin’s head of wealth and investment management Stephen Ford applies two key principles when running money: he believes integrity is paramount and that financial services is as much about people as performance.
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WH Ireland expects “substantial fine” from FCA
UK wealth manager WH Ireland said it is likely to face “a substantial fine imposed by the FCA,” following a Financial Conduct Authority review.
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ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
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MoneyFarm appoints chief tech officer ahead of UK launch
Italian digital wealth management firm MoneyFarm has appointed David Jeffrey chief technology officer ahead of its 2016 UK launch.
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Standard Chartered merges top private bank & wealth mgt roles
Standard Chartered Bank has combined the leadership of its private banking and wealth management divisions into a single global job, which will be taken on by Didier von Daeniken who will be based in Singapore.