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UBS urges UHNW families to develop strategic plan wealth transfer

Wed, 26/04/2017 - 09:44

UBS has launched the Family Office Compass, a strategic toolkit to help ultra-high net worth families flourish across generations. »

Brexit uncertainty impacts retirement planning

Wed, 26/04/2017 - 01:01

The Brexit effect is creating uncertainty among people planning to retire in 2017, with more than one in four (27 per cent) of this year’s retirees worried the decision to leave the EU will negatively impact their finances in the long term, according to research by Prudential. »

Robo-advice appeals to higher earners

Tue, 25/04/2017 - 13:18

The demand for robo-advice rises with income, despite it being widely seen as a low-cost financial advice solution, according to Deloitte, the business advisory firm. »

HilltopSecurities adds to private client group

Tue, 25/04/2017 - 08:39

HilltopSecurities has appointed Victor F Medina to the firm’s private client group as senior vice president, branch manager in its new wealth management office in Fort Worth, Texas. »

Philanthropic knowledge ‘can help wealth managers boost AUM’

Fri, 21/04/2017 - 09:58

Philanthropic knowledge, recommendations and guidance around private foundations and donor-advised funds (DAFs) can help wealth managers increase their assets under management (AUM), according to a survey by Foundation Source. »

Lombard International launches bespoke solution for M Financial Group

Thu, 20/04/2017 - 09:25

Lombard International, a provider of wealth-structuring solutions for the high net worth market, has launched a private placement variable annuity solution, named M PPVA, exclusively for M Financial Group and its member firms. »

John McCreadie, Momentum

Momentum launches property SIPP

Tue, 18/04/2017 - 10:02

Momentum Pensions has launched a SIPP product to help tackle the lack of transparency in the property purchase market. »

Janis Kulikovski, DoFinance

P2P platform DoFinance launches

Tue, 18/04/2017 - 09:59

Latvia-based Alfa Finance Group has invested EUR2 million in launching a new peer-to-peer lending platform, DoFinance. »

UK P2P service provider launches SIPP service

Tue, 18/04/2017 - 09:53

UK-based peer-to-peer investment service provider BondMason has launched a self-invested personal pension (SIPP) service. »

Assetz Capital raises P2P interest rates on 30-day access account to 4.75 per cent

Thu, 13/04/2017 - 09:36

UK peer-to-peer (P2P) finance platform Assets Capital has raised the interest rate on its 30 Day Access Account (30DAA) by 0.5 per cent to 4.75 per cent for a limited time.  »

A third of wealthy investors dissatisfied with how money is growing

Tue, 11/04/2017 - 12:59

A third of wealthy investors are not satisfied with how their wealth is growing, YouGov research has revealed. »

William Blair expands private wealth management in New York

Tue, 11/04/2017 - 08:57

William Blair, a global investment banking and asset management firm, has added three financial advisers to its New York office on 5th Avenue. »

UBS enhances separately managed account MAP offering

Mon, 10/04/2017 - 09:17

UBS Asset Management (Americas) has enhanced its line-up of separately managed account UBS Multi Asset Portfolios (MAPs) available to US and certain offshore investors through its Private Wealth Solutions programme. »

Charles Stanley launches Personal Portfolio Service for smaller clients

Mon, 10/04/2017 - 09:12

Wealth manager Charles Stanley has launched its Personal Portfolio Service (PPS) for clients with portfolios of less than GBP150,000. »

Standard Chartered Private Bank launches wealth advisory tool

Fri, 07/04/2017 - 10:35

Standard Chartered Private Banking has launched ADVICE, a digital wealth advisory tool for its relationship managers (RMs) that integrates its suite of house views and investment recommendations with Thomson Reuters’ real-time market information. »

IG Group launches IG Smart Portfolios with BlackRock

Thu, 06/04/2017 - 12:01

IG Group has launched IG Smart Portfolios, constructed by IG using asset allocation insights from BlackRock. IG writes that it is being fully transparent on the total cost of investing in its model portfolios. »

HNWIs “left hugely disappointed” by changes for non-UK domiciliaries

Thu, 06/04/2017 - 10:33

Andrew Carey, relationship manager at Locate Guernsey, an organisation that facilitates the relocation of individuals and businesses to Guernsey, comments on the latest changes for non-UK domiciliaries… »

Study from Irwin Mitchell Private Wealth finds tax revenue at risk if non-doms leave the UK

Wed, 05/04/2017 - 12:55

A study from Irwin Mitchell Private Wealth and conducted by the Centre for Economic and Business Research finds that reforms to the tax rules for non-doms could reduce tax revenue if more than two-fifths of those affected decide to leave the UK. »

Property wealth eases pain for silver-splitters

Wed, 05/04/2017 - 09:13

Property wealth is being increasingly used to ease the financial struggles of divorce and separation, enabling “silver-splitters” to stay in their homes and fund new properties, analysis from over-55s financial specialist shows. »

True Potential launches protection partnership with Canada Life

Tue, 04/04/2017 - 12:30

Technology and advice firm True Potential has launched a range of protection products available on its own platform, providing advisers with an end-to-end service. »

Wealthy investors prefer mix of human and robo-advice, says survey

Fri, 31/03/2017 - 07:52

Two-thirds (68 per cent) of emerging wealthy and high-net-worth investors in North America prefer “hybrid” investment advice – a combination of traditional advisory services and low-cost digital tools – over either a dedicated human adviser or conventional robo-advisory services alone, according to research by Accenture. »

Crowd for Angels launches added incentive for investors

Fri, 31/03/2017 - 07:02

UK crowdfunding specialist Crowd for Angels has announced that a 2 per cent annual equivalent rate (AER) is to be calculated on any Innovative Finance ISA (IFISA) balances from the date of opening until 15 June 2017. »

FTJ FundChoice launches separately managed accounts programme

Wed, 29/03/2017 - 09:24

FTJ FundChoice has launched the FTJ FundChoice Separately Managed Accounts (SMA) Program, providing strategist-tailored solutions for high net worth families and individuals. »

Moneyfarm partners with Allianz Global Investors

Mon, 27/03/2017 - 13:42

Digital wealth manager Moneyfarm has formed a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies. »

HNW Lending IFISA offers returns of up to 15 per cent pa

Tue, 21/03/2017 - 10:14

HNW Lending, an alternative lender that provides individual loans of between GBP50,000 and GBP1 million to borrowers against their valuable assets, has received FCA approval to offer Innovative Finance ISAs (IFISA), with minimum investments of GBP5,000 per loan.  »

Owl launches advisory service for families and endowments

Tue, 21/03/2017 - 09:35

Owl Private Office has launched as a new overarching advisory consultancy serving very wealthy families and endowments.  »

Progeny Group expands further

Tue, 21/03/2017 - 09:27

Fast growing wealth managers and legal advisers, Progeny Group, is supporting the management buyout of Quadrant Group, a London-based wealth management firm serving private and corporate clients. »

Wealth managers risk losing market share if they can’t effectively report on alternative funds

Mon, 20/03/2017 - 10:57

Wealth management groups who fall behind the technology curve risk losing market share as more and more retail and HNW investors allocate to alternative investment products. Unlike the US mutual fund market, which is a highly sophisticated and homogenous market in terms of the way that funds are distributed and reported on, the alternatives market remains a far more complicated, heterogeneous arena.  »

Credential Financial chooses Nest Wealth Pro

Thu, 16/03/2017 - 12:59

Canadian wealth management firm Credential Financial has chosen the Nest Wealth Pro digital platform to power its new digital advice offering for its partners. »

HNWIs worry about underinsurance

Wed, 15/03/2017 - 08:25

More than half (54 per cent) of high-net-worth individuals (HNWIs) are concerned that they are underinsured, with many worried they are buying insurance that may be inadequate for their needs, according to research published by Chubb. »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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