09/23/2015
Close Brothers could enter 'robo-advice' space by 2017
Following Nutmeg's move to offer advice, wealth managers have taken to robo-advice in order to capture smaller clients.
Wealth and Asset Management
09/23/2015
City superwoman is popular choice for prestigious event
It is a celebration of the local, national and global achievements of the CISI as well as a pre-eminent social event for local CISI members and their guests.
09/23/2015
Santander may have missed the boat for a UK float
Other banks have listed successfully on the stock market, but choppy conditions mean Santander has lost its chance. A two-day investor presentation might give us some hints
09/22/2015
European Wealth makes further acquisition as revenue surges 90%
'The combination of uncertainties in the global markets and the underlying dynamics of the wealth management industry will continue to create meaningful opportunities for the group
09/22/2015
JTC supports HVPE in LSE listing
For any company being admitted to the Main Market of the London Stock Exchange is a real badge of honour, so this is clearly a major move for HVPE.
09/22/2015
A pig, some drugs and a disappointed billionaire: the life of David Cameron
Lord Ashcroft's lurid revelations about the Prime Minister have their origins in a row about a job in the Government
09/22/2015
St. James's Place Market Bulletin - Playing safe
The most important event of the week was, in fact, a non-event – the US Federal Reserve chose not to raise interest rates. The downbeat comments which accompanied the news prompted some rotation out of equities and into bonds.
09/22/2015
Noah Partners with UKTI to Open Opportunities for Clients in the United Kingdom
The partnership is designed to open up opportunities for Chinese high net worth individuals in investment, philanthropy, cultural exchanges, and education in the United Kingdom.
09/22/2015
China grants Aberdeen Asset Management business licence
"While the asset management industry there is young and the potential huge, our vow is to avoid short-termism and focus on quality," Young said.
09/21/2015
How does financial education help businesses? An interview with Jeanette Makings by Penny Lovell
One of my favourite quotes in business at the minute comes from Richard Branson: “If you look after your staff, they'll look after your customers. It's that simple.”
09/21/2015
The Seventh Rule of Investing: Discipline and Co-ordination by Justin Urquhart Stewart
In this series I have deliberately avoided any of the rules around trading and short term investing.
09/21/2015
Swiss boutique duo break into UK wealth market
It is due to launch in mid-October and will develop funds for institutional and family office clients.
09/21/2015
Walker Crips launches new managed portfolio service
“We operate a pragmatic ‘best-in-class’ approach, seeking to invest in companies that demonstrate a commitment to sustainability and the highest standards of corporate governance.”
09/18/2015
Credit Suisse Seeks to Build Luxembourg Hub as EU Gateway
Pictet and Lombard Odier, Geneva’s two largest private banks, are also expanding their base in Luxembourg.
09/18/2015
Moulton And Souter swoop on World's most expensive perfume maker
Investors in the vehicle include Sir Brian Souter and his sister Ann Gloag, who set up £2bn transport company Stagecoach in 1980, Perscitus Advisers, the family office of Better Capital founder Mr Moulton, and investment group EME Capital.
09/18/2015
Aberdeen Asset Management wins corporate engagement award
Aberdeen Asset Management Charitable Foundation was awarded the Best Foundation accolade at last night’s Corporate Engagement Awards.
09/18/2015
HSBC could stay in UK, hints chairman Douglas Flint
Douglas Flint says Britain’s regulatory system is better suited to a global banking titan
09/18/2015
European Wealth Manchester: First-year flashback
The branch was set up by co-heads of office Nigel Gilland and David Mellett.
09/17/2015
Does SJP have a fee transparency problem?
SJP told the newspaper clients are only interested in one overall charge which covers advice and fund management
09/17/2015
Long-running Aberdeen chair passes away
A chartered accountant by trade, Irby spent 27 years at ING Barings.