06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
Wealth and Asset Management
06/13/2017
Guernsey expert joining impact investment panel in New York
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
Martin Cawley of Devonshire Wealth Management
The bottom line is how they manage money in good times and bad.
06/13/2017
Profit margins squeezed at global wealth managers
Higher regulatory requirements and greater transparency have hit fees
06/12/2017
'Behind every business there is a family' by Penny Lovell
The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.
06/12/2017
Deutsche wealth arm seeks 100 hires for super-rich push
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.
06/12/2017
Stonehage Fleming acquires art wealth firm
The business was bought for an undisclosed sum.
06/12/2017
Role reversal: How advisers stole a march on high-net-worth market
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Ex-England cricketer launches investment firm
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/12/2017
Dealmakers: the top wealth and fund deals since 2009
It’s only when you dig through years of stories that you realise just how much movement there has been in that time
06/10/2017
Credit Suisse to cut further 1,500 jobs in cost-cutting drive
The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.
06/10/2017
Slow adoption of technology hurts asset managers
Money managers at risk of losing market share to digitally savvy disrupters
06/09/2017
British Overseas Territories and Crown Dependencies - Disclosure of beneficial ownership and control
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/09/2017
ERI wins prestigious award
We are proud to have been voted the winner of this prestigious award
06/09/2017
Intrinsic buys minority stake in AR firm Charles Derby
Will continue as AR of the network
06/09/2017
Private Banker award winners announced
The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.
06/08/2017
Guernsey Trust & Company Focus - June 2017
Review of recent news and upcoming events from Guernsey's international finance centre.
06/07/2017
SJP reveals plans for world domination
The international division of the business was launched after SJP bought The Henley Group in mid-2014.
06/07/2017
UBS sells wealth management operations in Netherlands
The transaction also comprises the products and services of the Netherlands branch of UBS Europe SE.
06/07/2017
Nedbank Private Wealth wins international bank of year title
They draw up a shortlist in their area of expertise and then, from the shortlist, six financial adviser industry specialists decide the overall winner in each category.