07/16/2015
Laser-focused on wealth management – Abberley
That said, the firm is committed to becoming a fully vertically integrated wealth manager
Wealth and Asset Management
07/15/2015
Ex HSBC boss 'we didn't get it right' on Swiss bank
Former HSBC boss Lord Green has admitted the bank "didn't get everything right" when buying the Swiss private bank at the centre of a tax evasion scandal.
07/15/2015
Charles Stanley completes sale of securities division
In a brief stock market update, the company said the deal, which is for an undisclosed sum, was officially signed off earlier this morning.
07/15/2015
Brewin Dolphin advises on how to cope with chop-and-change policy decisions
Jo Jackson from Brewin Dolphin advises on how the summer budget highlighted a need for financial planning - sponsored feature
07/14/2015
Redmayne-Bentley buys Tunbridge Wells wealth firm
Redmayne-Bentley has acquired private client stockbroker Havelock Hunter for an undisclosed sum.
07/14/2015
International private bank sells Swiss unit
Provides private banking and wealth management services to high net worth clients globally, with a particular focus on emerging markets, including clients from Latin America, Africa and the Middle East.
07/14/2015
Close Brothers Future Leaders scheme leaves youngsters very appy
The kids, most of whom were children of Close Brothers' clients, tended to astonish with their energy, tenacity and optimism.
07/14/2015
Shortlist for Power Women Awards 2016 and IFC 2016 is now released
This is an opportunity to recognise successful business professionals, your organisation and programmes within private wealth and the international financial centres.
07/14/2015
End in sight?
St. James's Place Market Bulletin
07/13/2015
Off to Portus by Justin Urquhart Stewart
Well something was going to happen. Airports and I are not natural partners, but it was my fault for leaving my small archaeological trowel in my hand luggage.
07/13/2015
Rugby ace-turned-financier goes bankrupt
He will be discharged on 1 July next year.
07/13/2015
Brooks Macdonald hires Investec W&I's Baillie for York arm
Brooks Macdonald Asset Management has poached an investment manager from Investec Wealth & Investment for its growing York office.
07/13/2015
Consolidator scoops chartered status
Lee Hartley, chief executive of Fairstone, said chartered status was important for the firm’s future.
07/12/2015
Leadership, the undiscovered country by Penny Lovell
"It is hard to fail, but it is worse never to have tried to succeed."
07/12/2015
Wealthy foreigners consider their future in London
This will capture senior figures from hedge funds, private equity and banks — typically among the highest earners in the City, who pay tax on their UK earnings. They now have until 2017 to comply with the full UK tax regime.
07/10/2015
Challenger Bank Hampden & Co signs with Evry for card services
The agreement with Hampden & Co once again confirms our strong international presence.
07/10/2015
House of Lords to grill ex-HSBC chairman in tax evasion row
Global bank’s Swiss operation helped wealthy customers evade tax during Stephen Green’s tenure
07/10/2015
New Kleinwort Benson Investors Small Cap Investment Strategy seeded by global Multi-Manager
It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.
07/10/2015
Majority stake in private German bank goes to China
Shareholders in a private German bank have approved a takeover by Chinese investors, marking a new chapter in German banking history.
07/10/2015
JM Finn poised for tax advisory launch
JM Finn & Co is exploring client appetite to launch a tax advisory service.