All articles by Verdict Staff
Verdict Staff
Direct investment platforms becoming formidable competitive challenge for investment advisers, survey
A research report by Boston-based research firm Cerulli Associates states that direct investment platforms are becoming a more formidable competitive challenge for investment advisers.
UK wealth manager St James Place profits rises
UK-based wealth manager St James Place (SJP) has reported a 30% rise in profits for the year ended 31 December 2011.
Four-fifth of advisors prefer alternative investment
According to a survey by Cogent Research, 78% of financial advisors use some type of alternative product, with usage highest among wirehouse advisors.
Barclays Wealth opens wealth advisory unit in Monaco
Barclays Wealth has opened its new wealth advisory unit in Monaco to offer services directly to clients in the region.
Asia set to see family offices boom
Rapid growth of the number of ultra high net worth individuals (UHNWIs) in Asia, coupled with the upcoming inter-generational transition of assets and control in the region, may lead to a boom in family offices being set up in the region over the next few years, according to a new study jointly conducted by UBS and research firm Campden.
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India may impose wealth tax on deposits in foreign banks
As a part of the Government of India’s initiative to unearth black money, the government may impose wealth tax on deposits in banks located outside the country, if the proposal, part of the Direct Taxes Code (DTC) Bill, currently scrutinized by a Parliamentary panel gets approval by next fiscal.
Rowan Dartington launches risk-aligned portfolio service
UK-based wealth manager Rowan Dartington has created a new risk-rated investment process for its private client business and its IFA investment management arm, Signature.
AXA Wealth to launch execution only platform for financial advisers
AXA Wealth is all set to launch its direct-to-customer platform, AXA Self Investor, for financial advisers.
Barclays Wealth hires head of Global FX
Barclays Wealth has appointed Julian Wantling as the managing director and head of Global FX.
ANZ appoints global wealth CEO and other senior heads
As part of its senior management and organizational changes, ANZ has appointed Joyce Philips as the chief executive of global wealth and private banking.