11/10/2015
Consolidator boosts assets by £50m with South West IFA buy
The acquisition will also add 10 advisers to the firm, which now has 240 advisers across the country.
11/10/2015
The Lombard Odier Golden Age fund looks for companies that gain from the growing wealth of older peoplea
11/09/2015
Sovereign wealth fund already owns property in New York, London, Paris and Berlin - with Singapore and Tokyo the target for future investments
11/08/2015
“To be, or not to be, that is the question.”
11/08/2015
“It was the best of times and the worst of times..." by Justin Urquhart Stewart
So when are the best and worst times and what happens if you miss them? So are we all trying to be too clever? And can we really time the market?
11/08/2015
New customer demands, startups striving to take over and the potential in digitalization increasingly arouse their interest as well.
11/08/2015
Barclays said yesterday its global wealth management revenue fell 17% to £227mn $342mn in the third-quarter from a year earlier.
11/08/2015
MacLeod’s gut feeling on his future was certainly right as, at just 29 years old
11/08/2015
It manages about $43bn in assets under administration, including $11bn in assets under management.
11/06/2015
"Societe Generale Private Banking named "Best Private Bank in Monaco""
The award was made at the “Global Private Banking Awards” ceremony in Singapore on 4 November 2015.
11/06/2015
Wealth management firm's plans to double in size
The industry still has a blind spot about ethics.
11/06/2015
Top of the list is again Frits Goldschmeding, founder of the Randstad staffing agency
11/06/2015
Julius Baer has a representative office in Shanghai.
11/05/2015
RBC’s Trust, Custody and Fund Administration businesses in the Caribbean changes hands
The Europe-based SMP Partners Group has announced that it has entered into a purchase and sale agreement to acquire RBC’s Trust, Custody and Fund Administration businesses in the Caribbean.
11/05/2015
Recommendations to Government review include proposals to get more women into senior roles in the banking industry
11/05/2015
Mr Hungerford said online companies in the UK were so far only doing the investment management.
11/05/2015
RBC Wealth Management outlines four main pressure points currently faced by HNW investors
Although a concern, investors should accept volatility as the new norm and look for opportunities for those businesses where fundamentals remain strong
11/05/2015
With the level of capital that the bank has, footprint to boot and the opportunities in scale, the bank is definitely a target now
11/03/2015
“Mr Bernanke denies that the Fed unfairly “enriched the rich” because it only “returned asset prices and the like back to trend”, and the recent rise in US stock prices “is because returns are low”.
11/03/2015
International M&A and Corporate Finance Advisory firm recognised in industry awards
The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl