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Wealth and Asset Management

04/27/2015

Fairway Trust & Managing Director shortlisted in Magic Circle awards

The financial sector awards are held each year to find the best advisors and managers in the private wealth industry and the double nomination reinforces both the trust company and Louise’s reputation as strong leaders in this sector.

04/24/2015

Co-Investment For Family Office and High Net Worth Investors - Stonehage

Data now shows that over the long-term, a good private equity portfolio outperforms public equities, and for most wealthy families there is no substitute for a well selected group of private equity funds as an entry point to this asset class.

04/24/2015

HSBC Launches Immediate Review Of UK Base

The bank confirms a Sky News report that it is looking into whether to move its main base out of the country

04/24/2015

UBS Wealth cuts allocation to U.S., UK stocks

UBS Wealth Management, the world's biggest wealth manager, has cut its positions in U.S. and UK stocks

04/24/2015

Signia Wealth calls time on Birmingham office

Signia Wealth has closed its Birmingham branch, following the exit of former office head Martin King

04/23/2015

Santander to keep its distance from U.S. in Pioneer deal: sources

UniCredit and Santander have agreed to merge their asset management businesses in a deal where the Spanish bank will have no direct involvement in the new group's U.S. operations

04/23/2015

Simon Brazier: why I want to be at Investec AM for 20 years

After swapping ships twice in the last few years, Simon Brazier feels he has finally found a permanent home at Investec Asset Management

04/23/2015

Walker Crips' director shows confidence by increasing stake

A non-executive director at Walker Crips bought some shares in the group one month after announcing a £4.2m investment in a London-based wealth firm

04/23/2015

Speakers added to line up for Guernsey Funds Forum 2015

The annual event is this year titled 'Achieving stability in a world of change' and takes place on Thursday 14 May in London. It is once again expected to attract more than 350 delegates.

04/23/2015

For HSBC globally, God is in London and so are his 19 chief archangels

Mr Gulliver says the bank cannot go back to those days because it would lose the custom of big companies and become much smaller

04/23/2015

Family Office: five top tips when recruiting employees

Recruit in the right way

04/22/2015

Reds renew Standard Chartered deal

Liverpool Football Club is a fantastic club and hugely popular across our global footprint.

04/22/2015

Is Swiss Private wealth institution on the verge of total absorption?

The historic Swiss bank traces its roots back to 1881 when it was a brokerage firm in Geneva

04/22/2015

A new bank backed by investors from Monaco to open doors in Estonia

Priit Põldoja ja Jan Andresoo, two former executives of Hansabank, have set up a new bank in Estonia with the help of several investors from Monaco, writes Äripäev.

04/22/2015

Nedbank Private Wealth wins Best UK Private Bank award

Nedbank Private Wealth has announced that it has won Best UK Private Bank at the prestigious City of London Wealth Management Awards 2015.

04/22/2015

Towry open to talks on saving Sesame adviser school

The school has over 100 alumni.

04/22/2015

Safra Bank Acquires Additional Acquisitions

Safra Sarasin has set aside funds to deal with a United States Justice Department disclosure program for Swiss banks

04/22/2015

Luxembourg unshaken after tax regime overhaul

“For the time being we have witnessed stability in private banking which is very reassuring,” Mr Gramegna said.

04/21/2015

Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration

If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats

04/21/2015

Charles Stanley employee benefits arm poised for MBO

The company announces that it has entered into an exclusive heads of terms agreement in respect of the disposal of CSFS to its management team

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