04/08/2013
James Hay partners with London wealth manager on iSipp
Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients
Wealth and Asset Management
04/07/2013
Stonehage: Over 20% of UHNW families have written constitutions
Stonehage says that more than 20 per cent of UHNW families now have written frameworks in place, compared to just a few per cent prior to the financial crisis.
04/07/2013
Five steps to fiscal freedom for women: Foxley
Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.
04/07/2013
£7trillion Britain is better off than ever
The best-off 10 per cent of households have an estimated average per household of £1.82million
04/07/2013
Aberdeen’s Gilbert goes back on the acquisition trail
We are very cautious, and these are well-priced deals
04/07/2013
Reyl’s London presence aims for £500m AUM in three years
It has now identified London as the hub for its target client set of new-world entrepreneurs
04/04/2013
Top 100 Billionaires Wealth Rose to $2.029 Trillion
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Ex-Barclays advisory head plans low cost online wealth firm
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
Coutts CEO appointed to Walpole board of Directors
Michael joined Coutts, the Wealth division of the Royal Bank of Scotland Group, in June 2009, as Chief Executive of Coutts & Co and as a Director of Adam & Company. co
04/01/2013
Baer says Merrill Lynch unit integration on track
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
Coutts warns clients of threat from debt markets amid bubble fears
Coutts, the high-end private bank, has warned its clients against exposing their fortunes to a potential collapse of the high-yield debt market amid growing concerns of a new global credit bubble.
04/01/2013
Towry announces strong financial performance in 2012
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Clariden Leu 'Europe' becomes Falcon Private Wealth
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
Family business centre launched
The centre will function through a dedicated team based in Paris
04/01/2013
RC Brown opens Surrey office for south east push
Investment director Alan Beaney said: ‘We are planning to target the South East of England and have a base there because some private clients and their advisers like local firms. It is a way of expanding our footprint and attracting business in the
04/01/2013
Standard Life CEO pay package tops £5m
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
04/01/2013
Expectations of High Net Worth investors across Europe - JP Morgan Private Bank study
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
03/31/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
03/28/2013
Wealthy in emerging markets: Africa, Central & Eastern Europe, Middle East - RESEARCH
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.