Ex-Hargreaves trio set up high-net-worth investment service
Former Hargeaves Lansdown executives, Alex Davies, Ben Yearsley and Marta Caricato have announced the launch of a new investment service for high-net-worth investors.
Wealth Management
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UBS WM launches UHNW Academy in Asia Pacific
UBS Wealth Management is targeting its senior ultra-high-net-worth (UHNW) advisers with the launch of the investment bank’s UHNW Academy in Asia Pacific, as part of the training programme’s global roll-out.
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Inequality to stay until tax havens go, says Oxfam
There will be no end to the inequality crisis until world leaders end the era of tax havens, once and for all, according to a report from charity Oxfam.
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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.
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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.