05/28/2015
Ever wondered what makes perfectly smart people behave irrationally?
Close Brothers - Weekly Close Up
Wealth and Asset Management
05/27/2015
Jersey Brief on behalf of Volaw Group
Volaw is one of Jersey’s leading providers of fiduciary services, acting for individual, family, corporate and institutional clients.
05/27/2015
Steady performance for Jersey’s finance industry in first quarter
Latest figures released on Jersey’s finance industry show a steady performance including a small increase in banking deposits and signs that a change to fund regulation will support certain types of new funds business.
05/27/2015
Citizenship scheme raises €2 billion
The ‘Citizenship by Investment’ programme for foreigners has boosted the Cyprus economy by €2 billion from property sales and investments in the country according to an audit services report.
05/27/2015
Wealth manager to move 4,000 SIPP clients to James Hay
He said: "We are always looking to deliver the very best service to our clients. With such exciting changes in the retirement space, this new arrangement will allow us to focus on our expert retirement planning advice and management of client investm
05/27/2015
Aberdeen acquires $6.3bn US private equity firm
Pakenham Partners served as financial advisers to Aberdeen on this transaction; Berkshire Capital served as financial advisors for FLAG.
05/26/2015
Switzerland Publishes Tax Evader List
Some observers are calling this the real and final end of Swiss bank privacy tradition, which mostly dates to the 1930s.
05/26/2015
We must stop demonising the wealthy
Entrepreneurs should be encouraged to make their fortunes – before they decide to leave the UK.
05/26/2015
Samena Capital buys equity stake in Kleinwort Benson's UK-based unit
The transaction brings together an unparalleled group of high net worth, entrepreneurial shareholders from Europe and across the SAMENA markets with a view to advancing their shared desire for a return to relationship-driven banking and access to differen
05/26/2015
Fidelity's Wright: M&A has shrunk options in wealth manager space
Fidelity’s Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up
05/26/2015
WMA: Scrap RDR definition of independence
The Wealth Management Association has attacked the "failure" of the RDR to clearly define 'independent' advisers and suggested MiFID II's description would be a better suggestion
05/25/2015
Carlisle UTD Trust Not Told Identity of 'Billionaire' Investor
The trust have been continuing to press United for information on the approach which has caused Lapping’s plans to be put on hold.
05/22/2015
UK wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
Jersey described as ‘one of the first and best’ in shaping transparency landscape at London conference
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
Capita Asset Services named as one of Top 25 Trust Companies 2015
"Receiving this accolade reflects our commitment to providing clients with a first class service. Being in the Top 25 is a testament of the hard work by our teams and it both recognises and reinforces our reputation of being an experienced and relia
05/22/2015
Prosperity IFA looks to expand
Mr Munday said the firm was also planning to move to new premises within 200 yards of its existing base
05/21/2015
Another Sipp firm partners with alternative lender
Mattioli Woods is set to partner with a peer-to-peer lender, in the latest example of the alternative lending option being made available within a pensions wrapper.
05/21/2015
Steve Hilton on banks: right problem, wrong answer
Pay bankers like civil servants and they will soon start running banks like government departments
05/21/2015
Profile: The Brewin & Barclays alum bringing the City to Brighton
Though called Brighton Capital Management, the firm is currently located a five-minute train journey away from the city