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Top 10 ideas for 2017 from UBS Wealth Management

Global growth will likely accelerate moderately to 3. 5% in 2017 and reflationary policies in the US are typically good news for Asia, according to Tan Min Lan, head CIO Apac investment office at UBS Wealth Management. However, a key risk remains the potential for punitive trade measures by the new Trump administration. Speaking at an outlook media briefing in Singapore on Thursday, Tan said: 'If Trump carries out anti-China policies, expect some retaliation from the Middle Kingdom in the form of FX reserve diversification, promotion of yuan internalisation, ramping up of regionalisation rhetoric and focus on increasing the significance of the Regional Comprehensive Economic Partnership.

Category: Wealth management


New Board appointments - AFH Wealth Management

The Directors of AFH, a leading financial planning led investment management firm, is pleased to announce that Miss Alexis James and Mr Austin Broad have been appointed to the Board as Executive Directors of the Company with immediate effect. Alexis has considerable compliance experience in the financial services sector and has worked at AFH for over nine years. She is currently Group Head of Risk. Austin has extensive experience within the sector as an Independent Financial Adviser (“IFA”) and technical expert. He has been with the Company for eight years and is AFH’s spokesperson on technical matters.

Category: Wealth management


CISI International Certificate in Wealth and Investment Management

Home › Qualifications› Europe› Professional Qualifications› Qualifying Level› CISI International Certificate in Wealth and Investment Management Entry Requirements None Study Time 130 hours Syllabus The financial services industry Industry regulation Asset classes Collective investments Fiduciary relationships Investment analysis Investment planning Lifetime financial provision The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice.

Category: Wealth management


Maria Chrin

Maria Chrin: Bringing Women into the Investment Circle Founder and Managing Partner, Circle Wealth Management, LLC Linked In: https://www. linkedin. com/pub/maria-l-chrin/72/173/542 Bio: Maria is the founder and managing partner of Circle Wealth Management (CWM), is an independent investment advisory and wealth management firm with offices in New York City and Summit, New Jersey. The firm provides customized services and tailored investment solutions to high net worth families and foundations, with a focus on women investors. Innovating in Field of Work: • In 2004, Maria left Goldman Sachs after co-founding Circle Financial Group (CFG), a peer organization for senior executive women to learn about every aspect of investment and wealth management.

Category: Wealth management


Market News

Turning to Asia, although tensions have increased following new North Korean missile testing, the U. S. and China are taking a less confrontational approach. Reduced tensions should help mitigate risks between those countries as well. The meeting between President Trump and China's President Xi in early April should also help resolve some concerns. Economy improving, headwinds diminishing After a strong first quarter, the good news seems likely to continue. The economy is still improving, and much of the policy uncertainty that served as a headwind in the first quarter may be subsiding.

Category: Wealth management


Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios with Reduced Account Minimums

Morgan Stanley Wealth Management today announced the launch of two sustainable investing model portfolios with reduced account minimums of $10,000 on its Investing with Impact platform.   These new portfolios -- Investing with Impact Access Balanced and Investing with Impact Access Equity – will provide investors with diversified goal-specific solutions to help align financial goals with personal values.   “Sustainably invested assets now account for more than one out of every five dollars under professional management in the U. S. , and Morgan Stanley is committed to delivering innovative solutions to help our clients achieve their sustainable investing goals,” said Hilary Irby, Head of Morgan Stanley’s Investing with Impact Initiative.

Category: Wealth management


Wealth Mangement

Since its inception in 2008, IIFL Private Wealth has been at the forefront of Industry Innovation. A deep desire to veer away from the stated norms helped us focus and drive away the core issues that affected most wealth management firms at that time. IIFL Private Wealth with total assets of around Rs. 800 billion as of March 31, 2016 is one of the fastest growing non – bank wealth managers in India. IIFL Private Wealth has bagged several prestigious awards and accolades over the past several years and recently received 'Best Private Bank for HNIs' by Euromoney Private Banking Survey, 2015 and ‘Best Domestic Private Bank in India – Overall’ by Asiamoney Private Banking Poll, 2015.

Category: Wealth management


Home | CJM Wealth Management and Dimensional Fund Advisors

CJM Wealth provides a modern, clear path for your financial life that is visionary, virtuous and transparent. As a “Family Office Without Walls”, we understand, above all else, the importance of helping your money serve you and your family’s needs. CJM provides the highest form of investment strategy, tax efficiencies, estate planning, insurance strategies that provides maximum growth potential with strict risk control. Since 2003, CJM Wealth has been helping plan sponsors operate qualified and nonqualified retirement plans. With fiduciary oversight CJM provides plan design that reduces costs for plan sponsors, increases participant enrollment and provides the most modern investment portfolio choices to ensure participants have the very best investment experience and sponsors have best in class plans under the new DOL rules.

Category: Wealth management


Holistic Retirement Planning

Safe Harbor Asset Management Services (Safe Harbor-AMS) provides full service retirement planning solutions, coordinating all facets of the financial planning process to include wealth management and legacy planning to families and business owners. We help individuals and business owners effectively manage their wealth, maintain their lifestyle during retirement, and leave a lasting legacy for their family and community. We are an independent, fee-only financial advisory firm serving clients in Maryland, New York, New Jersey, South Carolina, and beyond.

Category: Wealth management


Asset Management

Yale’s first-rate business curriculum and depth of knowledge in finance provide a foundation for your aspirations. You’ll also draw on the full power of Yale University and our network of graduates in the field, as you gain the elevated perspective to see the big picture that enables you to be a leader. "The business of asset management demands a whole set of MBA skills. For instance, any asset management company is exquisitely dependent upon selecting people of high integrity to handle investors’ money, and so their futures. How do you find and retain the right people? How do you identify and meet client’s needs? How should services be priced? You’re constantly dealing with innovations from your competitors, as well as the drumbeat of information technology and shifting regulatory requirements.

Category: Wealth management


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