06/11/2015
RLAM's Cholwill: Why I'm still backing wealth managers
Success has brought challenges of its own
Wealth and Asset Management
06/11/2015
Intesa Sanpaolo CEO says not interested in Julius Baer
Intesa has long expressed an interest in buying private banking and asset management assets. Messina said there were no news on that front.
06/10/2015
Bill Winters facing four key challenges at Standard Chartered
Questions over capital base, costs and relocation fill in-tray of new CEO
06/10/2015
23 year-old M&A banker ruins career in one move
Separately, the Financial Times has a profile of John Cryan which seems to confirm suspicions that he will preside over some serious pay cuts at Deutsche Bank.
06/10/2015
Church of England and Crown Estate Braced for Cooling London Property
Church of England, Crown Estate and Grosvenor Group have been big winners in the past
06/10/2015
How top bankers ease themselves into new jobs.
Nor has he ever run a global universal bank– although he was deputy head of the investment bank at J.P. Morgan.
06/10/2015
Barclays to sell offshore trust and fiduciary business
Barclays offshore trust business is based in Jersey, Guernsey, the Isle of Man, the Cayman Islands, Singapore and Switzerland.
06/10/2015
Schroders launches its first emerging markets multi-asset income strategy
The fund will be managed by the same team that run Schroder ISF Global Multi-Asset Income
06/09/2015
Succession strikes £2.9m deal for wealth advice firm
Succession Holdings has acquired another of its network members, buying DNG Financial Solutions in a £2.9 million deal.
06/09/2015
Coutts International looks to add multi-asset funds in Asia
The Singapore-based private banking business sees increasing demand for multi-asset solutions from its Asia clients,and is looking to beef up its product range accordingly.
06/09/2015
Coutts one of the first banks to offer Apple Pay to clients
Coutts clients will be amongst the first in the UK to use Apple Pay when it launches in the UK.
06/09/2015
HSBC Investor Update
HSBC is undertaking a significant reshaping of its business portfolio
06/09/2015
Platforum: Piecing together the vertical integration puzzle
Vertical integration, a term much bandied about, is a devil’s child to some and a saving grace to others.
06/09/2015
First speakers confirmed for Channel Islands Funds Forum 2015
Representatives of the Channel Islands Securities Exchange, the Financials Services Commissions from both Jersey and Guernsey, and the islands’ leading funds and law firms are among the speakers who have confirmed for this year’s Channel Islan
06/09/2015
Old Mutual to bolster funds by selling stake in asset manager
Old Mutual, the FTSE 100 listed insurer, is to bolster its funds with the sale of a tranche of shares in Old Mutual Asset Management in the US
06/08/2015
Weatherbys boss: 'We have records on every horse going back to 1791...that sort of data is invaluable, it gives us an edge'
Riding a horse in the Derby comes with its own pressures but that’s nothing to being the latest member of the Weatherby family to run the 245-year company which bears your name
06/08/2015
Osborne to signal bank levy retreat in olive branch to HSBC
George Osborne is set to review the bank levy to keep Britain’s biggest banks in the country
06/08/2015
Britons scared of seeking financial help due to high costs
INDEPENDENT financial advisers have been accused of making it too hard for customers to see how much their services cost, even though they are obliged to set out their rates clearly in advance of doing any work.
06/08/2015
Rethinking wealth management's regional race
All have been busy in recent months, acquiring businesses, recruiting staff, establishing regional footholds from scratch, and in some cases an amalgamation of all three.
06/08/2015
Equilibrium celebrates two years in Chester with office expansion
Wealth management firm, Equilibrium Asset Management, is expanding its Chester office following two successful years in the city