04/29/2015
Majority of clients prefer digital interaction with wealth manager
Within this 57%, 36% opted for email and 21% web portals.
Wealth and Asset Management
04/29/2015
Should wealth managers and providers fear a Brexit?
Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".
04/28/2015
Bank of Georgia launches premium banking service
Bank of Georgia Holdings, the holding company of JSC Bank of Georgia, has announced that the bank has launched a new strategy for its premium banking service, Solo
04/28/2015
New independent advisory firm launches in London
A group of City heavyweights with a track record in pensions and institutional investment has launched a new financial advisory firm called City Noble
04/28/2015
Wealth firms step up 'full service' offerings as client demand grows
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients.
04/27/2015
Will Banks Leave London?
The financial capital starts to pay for its punitive tax policy.
04/27/2015
Austrian bank Gutmann and FBN Romania want to launch consultancy in family businesses
The way family businesses are preparing the transition to the new generation
04/27/2015
Fairway Trust & Managing Director shortlisted in Magic Circle awards
The financial sector awards are held each year to find the best advisors and managers in the private wealth industry and the double nomination reinforces both the trust company and Louise’s reputation as strong leaders in this sector.
04/24/2015
Co-Investment For Family Office and High Net Worth Investors - Stonehage
Data now shows that over the long-term, a good private equity portfolio outperforms public equities, and for most wealthy families there is no substitute for a well selected group of private equity funds as an entry point to this asset class.
04/24/2015
HSBC Launches Immediate Review Of UK Base
The bank confirms a Sky News report that it is looking into whether to move its main base out of the country
04/24/2015
UBS Wealth cuts allocation to U.S., UK stocks
UBS Wealth Management, the world's biggest wealth manager, has cut its positions in U.S. and UK stocks
04/24/2015
Signia Wealth calls time on Birmingham office
Signia Wealth has closed its Birmingham branch, following the exit of former office head Martin King
04/23/2015
Santander to keep its distance from U.S. in Pioneer deal: sources
UniCredit and Santander have agreed to merge their asset management businesses in a deal where the Spanish bank will have no direct involvement in the new group's U.S. operations
04/23/2015
Simon Brazier: why I want to be at Investec AM for 20 years
After swapping ships twice in the last few years, Simon Brazier feels he has finally found a permanent home at Investec Asset Management
04/23/2015
Walker Crips' director shows confidence by increasing stake
A non-executive director at Walker Crips bought some shares in the group one month after announcing a £4.2m investment in a London-based wealth firm
04/23/2015
Speakers added to line up for Guernsey Funds Forum 2015
The annual event is this year titled 'Achieving stability in a world of change' and takes place on Thursday 14 May in London. It is once again expected to attract more than 350 delegates.
04/23/2015
For HSBC globally, God is in London and so are his 19 chief archangels
Mr Gulliver says the bank cannot go back to those days because it would lose the custom of big companies and become much smaller
04/23/2015
Family Office: five top tips when recruiting employees
Recruit in the right way
04/22/2015
Reds renew Standard Chartered deal
Liverpool Football Club is a fantastic club and hugely popular across our global footprint.
04/22/2015
Is Swiss Private wealth institution on the verge of total absorption?
The historic Swiss bank traces its roots back to 1881 when it was a brokerage firm in Geneva