05/03/2016

Sanlam pulls out of deal to buy Caerus

Sanlam says it continues to assess its priorities in the UK following a restructure that saw former Ashcourt Rowan boss Jonathan Polin named UK chief executive.

05/03/2016

Investment Update - Couts

In this week's update, Alan Higgins, Chief Investment Officer, Coutts, gives an asset allocation update plus our view on the winners and losers from Corporate earnings season and central-bank policy.

05/03/2016

When the game changes by Tim Price

In their efforts to jam the square peg of financial theory into the round hole of human nature, economists have perpetrated some pretty stupid things.

05/01/2016

The sandwich generation by Penny Lovell

Sabine Heubner, in The Family in Roman Egypt*, describes how parents in second and third century Roman Egypt were expected to “feed and clothe their children, watch over their moral development, celebrate their coming of age, provide their sons with

04/29/2016

UBS to revamp wealth management business

The initial stage of the restructuring, which includes the wealth management unit moving to common information technology systems and shared support facilities, are expected to eliminate several hundred jobs, according to the report.

04/28/2016

Schroders launches total return commodity fund

The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.

04/28/2016

EFG Buys Luxembourg Private Bank

The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.

04/28/2016

Guernsey-based fiduciary company expands into Malta

The operation will focus on wealth planning for high-net-worth individuals and include property development structuring, VAT services, pension provision, yacht registration, corporate services and intellectual property and image rights structuring.

04/26/2016

European Wealth director to step down

The board and the management team would like to place on record their appreciation for his dedication, and wish him all the best for the future."

04/26/2016

St. James’s Place acquires Technical Connection

Technical Connection is the financial services sector’s recognised leader in delivering technical support, insight, proposition development, business generation and the provision of continuing professional development (CPD) to financial advisers and

04/26/2016

Van Lanschot presents strategy update 2020

Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients