Investment | 15 Nov 18
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
Best Practice | 21 Jul 16
Hong Kong gains pace with regulatory shifts
Mark Christal, chief executive officer of Hong Kong for Old Mutual International, part of Old Mutual Wealth, on the shifting sands of Hong Kong’s regulatory landscape, its impact on all participants in financial services within the region, and the challenges facing product providers, advisers and end clients.
Brooks Macdonald: A model for growth
Brooks Macdonald has been developing its proposition for international advisers for the past three years. Richard Hughes discusses how its consultative approach has led to the development of significant adviser partnerships across key jurisdictions.
Lombard Int’l takes a bite out of the Big Apple
Lombard International has opened its first office in New York City, identifying it as a key financial centre for new and existing clients.
People Moves | 6 Apr 16
Julius Baer adds five heavy hitters in Guernsey
Swiss private banking group Julius Baer has strengthened its Channel Islands offering by adding five heavyweight private banking and investment management professionals to its Guernsey operation.