Intelligence for the global adviser
and wealth manager
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The United States remains the most popular emigration destination for Chinese HNWI investment emigrants for the third year running, according to a just-released report out of China. Canada,…
US fund management giant Vanguard has appointed Tim Buckley as its new chief executive. Vanguard’s board of directors announced via statement earlier today that it has elected…
The Royal Bank of Scotland Group has reached a US$5.5bn settlement with the US’s Federal Housing Finance Agency regarding its long-running US residential mortgage-backed securities claims The Royal Bank…
Aberdeen Life Aberdeen Life, the unit-linked insurance subsidiary of Aberdeen Asset Management, has named former Association of British Insurers’ director general Otto Thoresen to head up its…
The European Union has published a letter to EU heads of state, laying down a direct challenge to the Trump administration, on the issues of tax avoidance ahead…
Following the celebration of Independence Day in the United States, a number of US equity portfolio managers have shared their thoughts on Donald Trump’s first half year…
Amundi has finalised the acquisition of Pioneer Investments, which will see the company consolidated into Amundi’s accounts starting from the third quarter of this year. As was previously…
Old Mutual Asset Management has announced today that its president and chief executive officer Peter Bain is stepping down after six years in charge. Bain will cease,…
The majority of international financial advisers are already implementing dramatic changes to their businesses as a result of regulatory change and shifting client expectations, according to a…
Vontobel Swiss Wealth Advisors, part of Zurich-based Vontobel Holding’s Wealth Management division, has opened an office in New York. The wealth manager started looking after US investors…
Schroders, the London-based, FTSE 100-listed asset management house, today unveiled a new operation that it said will offer wealth management services to high-net-worth US clients resident in…
Financial advisers who wish to attract and retain today’s younger HNW investors need to adjust not only their marketing strategies, but also their business models, according to…
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Peter Brigham, of Monaco's Rosemont International, explains why a multi-faceted global strategy is needed today for HNW clients
