09/01/2015
Rolling boulders uphill by Tim Price
“Most men lead lives of quiet desperation and go to the grave with the song still in them.”
Wealth and Asset Management
08/31/2015
Sadly the financial services industry is littered with examples of heinous behaviour from the misleading to the criminal.
Over the years I have found that some of the most pernicious examples seem to relate to the costs and charges that are levied on private investors.
08/30/2015
Private banks finally embrace mobile apps
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/28/2015
Keeping calm when the alarm bells are ringing by Penny Lovell
The investment world is defined by the interaction of two basic elements: sales and investment, or show and analysis. At Close Brothers we pride ourselves at being cool-headed investors with a mind for security selection and long-term investing.
08/28/2015
Top Accreditation For Nottingham Wealth Management Firm
The chief executive of a Nottingham wealth management firm has been awarded with a top industry accreditation.
08/28/2015
BHF Kleinwort Benson to ‘transform’ wealth arm to outsourced solution
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.
08/28/2015
Duncan Lawrie parent puts sales rumour to bed
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May
08/28/2015
What staff retention lessons can we learn from Brewin-Charles Stanley spat?
The ensuing court battle featured allegations of a cover up, secret ‘recruiting sergeants’ and clandestine negotiations to prise people over.
08/28/2015
Video: On the Road in...Jersey
Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.
08/27/2015
City AM's Nick Coghill: 'I would feel a bit stifled by £5bn in AUM'
CEO favours 'small is beautiful' business model
08/27/2015
HSBC moves asset management head to Hong Kong from London
It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.
08/27/2015
BHF Kleinwort Benson keeps mum on offer
The offer was not mentioned in the group's interim results, out just now, but investors and analysts will get an opportunity to talk to management mid-afternoon (UK and European time).
08/27/2015
Marketforce Hosts Thirteenth Annual Conference on the Future of Private Banking & Wealth Management
ln its 13th year, The Future of Private Banking & Wealth Management returns to London on 4th November 2015, providing a leading strategic forum to discuss the key industry issues of today and tomorrow.
08/27/2015
Axa Wealth put up for sale
Platforum data shows assets under administration grew 20.6 per cent, or £1.72bn, year-on-year to June.
08/27/2015
Goldman Sachs to hire several hundred people in Warsaw
Goldman Sachs will hire "several hundred" employees for its Warsaw-based technology and operations units over the next three years, the U.S. bank said on Thursday.
08/27/2015
UBS Advises Wealthy Clients to Sell Euro, Sees Drop to $1.05
UBS Group AG, the world’s largest private bank, is advising its wealthy clients to sell the euro, saying a worsening inflation outlook has increased the risk of further quantitative easing in Europe.
08/27/2015
Norway's Wealth Fund Lost More Than 5% in Past Month, CEO Says
The revelation follows the biggest selloff in Chinese stocks in two decades.
08/26/2015
Plymouth-based wealth management group Completes £7M Double Deal
The companies were members of the group's network and have combined funds under management totalling £200m.
08/26/2015
Growing wealth outside the business
All businesses are unique and demand a particular set of skills.
08/26/2015
National advice firm acquires Birmingham adviser
The deal fits extremely well with our strategy and we are actively pursuing other acquisitions where the people and cultural fit is compelling.