06/02/2013
Heartwood Investment Management’s Managed Portfolio Service awarded 5 Star Rating
Independent financial research company Defaqto rates the Heartwood Investment Management offering as among best in market
Wealth and Asset Management
06/02/2013
Societe Generale Private Banking renews its partnership with the French golfer
Societe Generale Private Banking’s support for these 4 golfers is part of a broader approach by Societe Generale Group, which dates back to 2001
06/02/2013
Kleinwort Benson owner RHJI: ditching BHF bid may incur charges
The company has existing contractual commitments in respect of the BHF transaction to both Deutsche Bank, as the seller, and to our co-investors," RHJ said in the letter.
06/02/2013
Malta slams claims it is being used as tax haven
It is preposterous to claim that all €11 billion worth of Maltese deposits are of dubious”quality
06/02/2013
Kleinwort Benson owner slams rebel hedge fund break-up calls
'In our view, the board of RHJI has presided over an erratic strategy, which has resulted in consistent and substantial value destruction.
06/02/2013
Walker Crips completes sale of corporate adviser subsidiary
Walker Crips Group has completed the sell-off of its subsidiary Keith Bayley Rogers and Company Limited to BWV Investments Limited.
05/30/2013
Investec unveils Ucits fund for multi-asset chief
Asset management firm announces plans to open out €188m fund to international investors, Citywire Global can exclusively reveal.
05/30/2013
Northern Trust Names Global Sales and Marketing Director for Family Office Group
Northern Trust has selected David C. Albright to lead sales and marketing for its Global Family & Private Investment Offices group, effective immediately.
05/29/2013
Bank Sarasin announces three senior appointments
Announces some key appointments of experienced professionals in its Asset Management, Products & Sales division.
05/29/2013
Threadneedle Investments launches new Foundation
Threadneedle’s support will help The Art Room to maximise capacity in existing London Art Room centres, where impact is significantly limited by funding constraints that restrict opening to three days per week
05/29/2013
Private bank appoints Head of Marketing
Her marketing remit will be to direct all activity worldwide to ensure Coutts’ business strategy is closely aligned with marketing to enable it to be most effective.
05/29/2013
Royal Bank of Canada reports 26% increase in net income
Wealth Management net income was $225 million, up $13 million or 6% compared to last year
05/29/2013
Wealth Managers Face Tall Hurdles to Build on Rebound - RESEARCH
As Growth Prospects Shift Toward Developing Markets, Players Must Grapple with Greater Client Demands, Tougher Regulatory and Margin Pressures, and Increasing Business Complexity, Says Report by The Boston Consulting Group
05/28/2013
Coutts to overhaul famous home
The move reflected falling visits to branches as clients do more banking online
05/28/2013
Brewin Dolphin looks to accelerate growth with £40m share placing
Wealth manager Brewin Dolphin has revealed plans to raise about £40 million through a share placing after reporting a 26 per cent increase in profits for the first half of its financial year.
05/28/2013
Barclays manager ends seven-year spell at bank’s Wealth division
The Glasgow-based investment manager has left the bank’s Wealth and Investment division, where he managed portfolios for private client portfolios, trusts and small corporates.
05/28/2013
Middle East's affluent pursue wealth creation
Wealthy investors in the Middle East are drawn
05/28/2013
Leading Swiss private banking group to acquire Lloyds International Private Banking business
The transaction, carried out with the support of Caurus Partners and MilleniumAssociates AG, remains subject to the requisite regulatory approvals being completed.
05/28/2013
Ian Fleming family, GHP double Russian fund stakes at exit
“We are delighted with the outcome for our clients against the backdrop of an extremely difficult global market over the last few years and the challenges presented by operating in a complex real estate market
05/28/2013
Odey Up 25%
The London-based hedge fund's performance is made all the more impressive as its European Fund rose 24.1% in 2012