• Register

Latest NewsMore

Abu Dhabi, Australia regulators sign cross-border collaboration agreement

  • 00,00,17,02,2017

Abu Dhabi Global Market (ADGM) and Australian Prudential Regulation Authority (APRA) have inked a memorandum of understanding (MoU) to support cross-border collaboration in their financial markets. read more

ANZ cash profit surges 31% in Q1

  • 00,00,17,02,2017

Australia & New Zealand Banking Group (ANZ) has posted cash profit of A$2bn for the first quarter of fiscal 2017, an increase of 31% compared to the quarterly average of the second half of the financial year 2016. read more

New York announces new cybersecurity regulations

  • 00,00,17,02,2017

New York governor Andrew Cuomo has announced a cybersecurity regulation that will protect consumer data and financial systems from terrorist organisations and other cyber criminals. read more

Advisers optimistic on US equities despite volatility concerns

  • 00,00,17,02,2017

Despite volatility concerns owing to political uncertainties, advisers had a positive outlook on US equities at the start of 2017, according to a survey by Eaton Vance. read more

BNY Mellon names new country executive for Korea

  • 00,00,17,02,2017

BNY Mellon has appointed Sang Don Ji as the country executive for Korea and manager of its Seoul branch, replacing Yoon Soo Kim who has retired after nine years with the firm. read more

Ascot Lloyd names head of advice

  • 00,00,17,02,2017

Ascot Lloyd, a British advisory firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Jade Connolly as its head of advice. read more

Latest Special Reports More

Collaboration over disruption the key theme for WealthTech at Finovate Europe 2017

  • 16,52,9,02,2017

John Schaffer reports on the key WealthTech highlights from the two-day event held in London, and details the fintech players that impressed the most read more

Is Germany’s love for robo-advice a worry for private banks?

  • 16,00,31,01,2017

Germany’s robo-advice market is heating up quickly, and the younger tech-savvy population is a captive market for the slew of automated advisory service providers that are setting up shop. But do the new breed of advisors pose any real threat to the traditional wealth management industry? John Schaffer reports read more

Is real estate ‘hot property’ for private banks?

  • 11,27,30,01,2017

Extensive property portfolios are synonymous with the wealthy, but how do private banks integrate real estate into the investment propositions for their clients? John Schaffer speaks with real estate experts in the industry to access HNWI demand for this asset class read more

Latest Opinions More

Wealth managers – watch how clients behave to improve investment management strategies

  • 16,48,15,02,2017

Algorithms have made it easier to analyse the stock market and deliver financial advice. As a result, they are now being used to predict investors’ behaviour in order to reduce emotional bias and generate higher returns, according to GlobalData Financial Services. read more

Mexico’s tax amnesty will ensure one industry is booming in 2017

  • 10,46,10,02,2017

Mexico is the latest country hoping to cash in on undeclared offshore assets through a generous tax amnesty, which promises to be a success on multiple accounts – with one industry set to benefit in particular. read more

Collaboration over disruption: Key WealthTech takeaways from Finovate Europe 2017

  • 14,00,9,02,2017

This year’s Finovate Europe event in London showcased a healthy amount of vendors targeting the wealth space. But have fintech players opted to court the wealth industry’s traditional incumbents over going directly to the clients? John Schaffer highlights the three key takeaways that you need to know read more

Privacy Policy

We have updated our privacy policy. In the latest update it explains what cookies are and how we use them on our site. To learn more about cookies and their benefits, please view our privacy policy. Please be aware that parts of this site will not function correctly if you disable cookies. By continuing to use this site, you consent to our use of cookies in accordance with our privacy policy unless you have disabled them.