12/02/2012
Platforms criticised over ‘hybrids’
Rowan Dartington’s Coxell has said platforms focus too much on collective investments.
12/02/2012
Rowan Dartington’s Coxell has said platforms focus too much on collective investments.
12/02/2012
This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.
12/02/2012
When David Drucker and Joel Bruckenstein wrote a book about technology innovations for advisers in 2002, many readers were skeptical of their recommendations to use email and create a website.
12/02/2012
Coutts Adds Two To Board
11/29/2012
The deal will likely smooth the path for the Tokyo lender
11/29/2012
Rothschild, the independent investment bank, reported a 14 percent drop in first half revenue
11/29/2012
The transaction marks the fund’s first property investment in Switzerland
11/28/2012
British bank Barclays today said it will ramp up its manpower at the wealth management division here by up to 15 per cent this fiscal, even as gloomy economic conditions make the going difficult for its peers.
11/28/2012
Traditionally, the group has aimed at higher net worth clients
11/28/2012
Royal Bank of Canada today reported record net income of $7.5 billion for the year ended October 31, 2012, up $1.1 billion or 17% from the prior year.
11/27/2012
Chen Zongsheng, deputy secretary general of the Tianjin municipal government, said Rothschild's mainland headquarters will boost the region's innovation capabilities in financial services.
11/27/2012
Half of high net worth investors agree that financial advisers are experts in their field
11/27/2012
This name change marks the integration of all the companies in the Ludlow Group as one with each company now trading as Ludlow.
11/27/2012
Just one in four wealthy Generation Y-ers believe climate change is one of the most important issues facing society
11/26/2012
His quest coincides with a rash of deals across the wealth sector, seen by investment bankers as offering them a greater chance of earning advisory fees than deals in the institutional sector, which have proved difficult to pull off this year.
11/26/2012
Last month, Platform One unveiled a so-called “commission-friendly” service to appeal to non-UK advisers who prefer to continue to use the traditional commission-based remuneration model.
11/25/2012
Family offices are increasingly recognising the advantages of impact investing post financial crisis
11/25/2012
Moving Sale: A Château on the Cheap?
11/25/2012
The merger, which is subject to regulatory approval, is expected to be finalised by the end of the year, with the merged firm known as Quilter Cheviot.
11/25/2012
"We're pleased to confirm Citi Private Bank's sponsorship of Art13 London, the first truly global art fair."