09/07/2015
Tacit strikes out alone as AUM hits £350m
We have a good relationship with Raymond James and have decided to stay with them for the back-end and the link to Pershing.’
Wealth and Asset Management
09/07/2015
AFH eyes buying £248k stake from ex-investment boss
The company said Denne would continue to be a shareholder in the business.
09/07/2015
Dutch family office gives mandate to Cologne-based private wealth manager
The firm prefers recently-built assets or development projects at least 40% pre-let, that can be secured in a forward deal. Depending on the use and location of the asset, multiples can reach up to 20x rental income.
09/06/2015
Meet the upmarket fixer who knows the habits of the super rich
It's tough being super-rich...
09/05/2015
Back to school: An education for parents too by Penny Lovell
The extra pressure involved with children going back to school isn’t purely linked to extra “school admin” – preparing sports kits, sewing labels, school runs, paperwork – it is financial too.
09/05/2015
The Sixth Rule of Investing: Understanding & Visibility by Justin Urquhart Stewart
We may teach schoolchildren economics, but rarely do we teach them finance.
09/04/2015
How wealth managers fared in the August mayhem
The meltdown was sparked after Chinese policymakers stunned the world in August
09/04/2015
Aberdeen acquires Parmenion
Parmenion is currently owned by a combination of partners in a limited liability partnership.
09/04/2015
Vontobel acquires Zurich private bank
To drive forward the expansion of the business with Italian private clients
09/04/2015
Kleinwort Benson set for bid battle as it courts 'white knight'
Fosun has been building a stake in the firm’s Belgian parent BHF Kleinwort Benson for some time.
09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/04/2015
Family office partners Raymond James for discretionary launch
Aspinalls Family Office has partnered with Raymond James to launch a discretionary investment business.
09/04/2015
Two-thirds of wealth managers have £500,000 minimum - survey
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
09/04/2015
Small is beautiful: wealth firms still see value in less rich
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
09/03/2015
Stonehage Fleming Family & Partners takes on Montfort Communications after five-way pitch
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
St James’s Place boosts number of advisers in Asia and eyes UAE
St James’s Place Asia, the re-branded The Henley Group, has seen 40% growth in the number of partners and advisers based at its three offices in the region.
09/03/2015
Can Private Wealth Plug the Infrastructure Fundraising Gap?
These funds and also private banks themselves have pooled hundreds of millions of pounds from the ultra wealthy
09/02/2015
KPMG opens a Mayfair members' club to entertain clients
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
Tavistock boss: We want to be 'more modern' SJP
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)