10/20/2014
Western private banks facing growing regional challenge
Western-based private banks should clear some space for growing regional players in the market.
Wealth and Asset Management
10/20/2014
Close Brothers sells German securities business
The gross consideration is subject to an adjustment by reference to Seydler's net asset position at the completion date. The transaction is subject to regulatory approval in Germany.
10/20/2014
New Awards for Societe Generale Private Banking's Expertise
SGPB has received a number of awards during the Private Banker International Global Wealth Awards ceremony which took place in Singapore on 17 October 2014.
10/20/2014
Elian director invited to join prestigious asset management awards judging panel
The PAM Awards are in their 16th year and the ceremony will be held in the ballroom of the Dorchester Hotel, Park Lane, on 5th March 2015.
10/19/2014
When you are super-rich who can you trust?
They may have yachts, fancy cars and private jets. But pity the super rich. They’re miserable.
10/17/2014
Nedbank Private Wealth staff members help to keep our precious bees buzzing
With concern growing around the rapid global decline of our bees, and the resulting potential impact on the world as we know it, staff at Nedbank Private Wealth and its trust division, Nedgroup Trust, have been helping to do their bit by spreading bee-fri
10/17/2014
Old Mutual buys UK's Quilter Cheviot in £585m deal
The deal will increase Old Mutual's exposure to the lucrative wealth management market, which is forecast to grow by between 6 and 8 percent a year.
10/17/2014
East of England Award Finalists
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
Isle of Man achieves 100 personally Chartered CISI members
The CISI became a Chartered body in 2009 joining the ranks of professional bodies such as the accountants, lawyers and bankers.
10/15/2014
West End's wealth management industry bites back at City with Grouse & Grape Luncheon
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.
10/15/2014
Gibraltar: Strengthening future delivery – FSC publishes its Strategic Plan
The plan includes the FSC’s strategic objectives and priorities for the next 3 years alongside a high-level delivery plan and business change programme for the period 2014-2017.
10/15/2014
More than 140 high HNWIs and advisers attended a Guernsey private wealth management event in Shanghai yesterday
The event, ‘Partnership advantage – Guernsey wealth management services explained’, was chaired by Wendy Weng, Guernsey Finance’s representative in Shanghai
10/14/2014
Online wealth managers invade private banks’ territory
Rising demand for online and mobile services and the increasing expense of gaining financial advice have created an opportunity for these start-ups.
10/14/2014
F1 components supplier acquired by Chelverton Investor Club
Second investment in three months for Chelverton Investor Club
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
10/13/2014
Asia Risk Awards 2014: Private Bank of the Year – Deutsche AWM
Two years ago, Deutsche Bank embarked on an ambitious restructuring programme that saw its asset and wealth management operations more closely integrated with its investment banking arm.
10/13/2014
Van Lanschot launches new wealth planning advisory service
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Canaccord’s long association with excellence
Canaccord Genuity Wealth Management is sponsoring the International Company of the Year Award at this year’s Isle of Man Newspapers Awards for Excellence.
10/13/2014
Helena Morrissey Signs Newton Up To Long-Term Investing Research
Newton Investment Management, headed by Helena Morrissey, has signed a five-year deal with Cambridge University Judge Business School to support research into long-term investing.
10/13/2014
Founder of Bestinvest snaps up £500m wealth manager
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.