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Lionel Martellini, EDHEC

Retirement planning needs a tailored, solution-based approach

Mon, 21/08/2017 - 14:10

It is fair to say that planning for retirement is arguably the most important challenge for individuals, in terms of their financing needs. Over the course of one’s career, markets change, the geopolitical landscape evolves. Yet, over a multi-decade investment lifecycle, it is necessary to save a sufficient level of income to ensure that one’s retirement is fully funded. »

Man with loud hailer

Vontobel in talks to buy eastern European clients

Mon, 21/08/2017 - 09:49

Swiss wealth and asset manager, Vontobel, is believed to be in talks to buy a roughly SFR2 billion portfolio of eastern European private banking clients from Notenstein La Roche Private Bank Ltd. »

Philip Howell, Rathbones

Wealth managers Rathbones and Smith & Williamson in merger talks

Mon, 21/08/2017 - 09:23

Wealth managers Rathbones and Smith & Williamson are in talks to agree a merger which will create a GBP55 billion wealth management firm. »

Stellar Asset Management partners with CoInvestor

Thu, 17/08/2017 - 09:07

Stellar Asset Management (Stellar) has announced the partnership with CoInvestor, to provide advisers with platform access to its asset-backed IHT portfolios. »

Girard Securities’ advisers to affiliate with Cetera Advisor Networks as IFA team

Thu, 17/08/2017 - 08:52

Girard Securities, an independent broker-dealer acquired into the Cetera network under its prior owners in 2014, is to become an independent advisor group affiliated with Cetera Advisor Networks, and to wind down its own broker-dealer platform. »

ADGM launches first Foundations regime in UAE

Wed, 16/08/2017 - 13:33

Abu Dhabi Global Market (ADGM), the International Financial Centre in Abu Dhabi, has launched it first Foundations regime in support of more effective structures for wealth preservation and wealth management. »

Bridges Trust Company and Bridges Investment Management partner with McCarthy Group

Tue, 15/08/2017 - 09:02

Bridges Trust Company and Bridges Investment Management, a registered investment advisor, have created a platform to provide multigenerational trust and wealth management services. »

Annuities and income drawdown top platform wish list

Tue, 15/08/2017 - 08:40

Annuities and income drawdown are the products advisers most want on platforms, according to research. »

Chubb enhances family office portal

Mon, 14/08/2017 - 08:00

Chubb has enhanced its family office portal to help family office managers quickly and efficiently run the risk management and insurance needs of high-net-worth clients operating family offices in the United States. »

Vista launches VTO providing high-end healthcare services to HNWIs in China

Fri, 11/08/2017 - 14:33

To cater to the increasing demand for exclusive health care services among the Chinese high net-worth, Vista has launched VISTA THE ONE (VTO), a private health care institution targeting high net-worth individuals and families. »

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