11/07/2017
Rowan Dartington hits £2bn two years after SJP buy
It is now in the process of opening up a new Nottingham office.
Wealth and Asset Management
11/06/2017
Need help to buy a ship or jet? Credit Suisse looks to lure super-rich
Moving the financing from its corporate to private bank means that, in those sectors, Credit Suisse will now be primarily lending to affluent individuals
11/06/2017
Wealth consolidator's revenues jump on 13 acquisitions
A similar level of growth was generated organically during the period.
11/05/2017
LSE ‘Out Of The Race’ To Buy Irish Stock Exchange
The Irish Stock Exchange Is Owned By The Country’s Main Stockbroking Firms
11/05/2017
Asia-Pacific Continues to Dominate High Net Worth Individual Population and Wealth
For example, HNWIs in China, Malaysia, and Indonesia prefer Hong Kong and Singapore while New York and London are favorites of HNWIs in Japan, Australia, and Hong Kong.
11/05/2017
UBS Wants Banker To Help Asian Billionaires Buy Private Jets
UHNW Clients Have Always Looked At Buying And Leasing Private Jets, And Has Now Become A Necessary Luxury For Asian Entrepreneurs
11/03/2017
Van Lanschot Kempen trading update: third quarter 2017
The new fund will include all stakes acquired since 1 January 2016, as well as all future investments.
11/03/2017
SJP cracks down on firm's 'irresistible transfer values' emails
The email goes on to suggest that 'the benefits don't end with transfer values alone', and highlights control over funds, in light of pension freedoms, as a key attraction to transfer.
11/02/2017
Navigating HMRC’s Non-Dom Net
Although Many Non-Doms Are More Likely To Be Worse
11/02/2017
Wealth boss sued by maid for failure to pay
He spent six years as a wealth manager in Credit Suisse’s private client services department.
11/02/2017
Succession buys two IFA firms
AFS was founded more than 25 years ago and is based in Glasgow and Edinburgh.
11/02/2017
Swiss private bank completes Luxembourg takeover
It is the latest Swiss bank to cement its presence in Luxembourg, following moves by competitors like Julius Baer and J. Safra Sarasin.
11/02/2017
OM Asset Management beats 3Q profit forecasts
The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 41 cents per share.
11/02/2017
RBS to offload Channel Islands Lombard unit
The regulations came in the tail of the 2008 global financial crisis and now require UK banks to keep current and savings accounts separate.
11/01/2017
Global investors are prioritising investing over saving and purchasing - Schroders
However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.
11/01/2017
Thesis AM On Acquisition Trail As It Snaps Up Cambridge Fund Managers
Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June
11/01/2017
Standard Chartered - Regulatory changes weigh on bland results
Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically
11/01/2017
BTG Pactual has no plans to cash in $300 mln EFG gain
The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.
11/01/2017
Brooks Macdonald to provide DFM services to Generali Worldwide clients
The investments will be held in segregated accounts, of which the asset manager will be the custodian.
10/31/2017
London Not A Threat For Thesis AM Guildford
There Are Plenty Of Wealthy People Outside Of London Who Want A Local, Convenient Service