03/12/2015
Increased offer for Ashcourt Rowan
This move by Towry brings an end to the uncertainty
Wealth and Asset Management
03/12/2015
AAM shortlisted for national awart recognising corporate commitment to the local community
Aberdeen Asset Management has reached the finals of the Better Society Awards which acknowledge excellence in environmental performance, sustainable investing, business ethics, transparency, support for non-profit organisations, and more.
03/11/2015
Advisory firm launches dedicated divorce service
Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.
03/11/2015
Private Wealth Focus March 2015 - Guernsey Finance
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events
03/11/2015
WMA slams FCA's 'one size approach' to complaints handling
The Wealth Management Association has criticised the Financial Conduct Authority's recent review on complaints handling, warning the 'one size fits all' approach ignores the costs to wealth managers
03/11/2015
IFAs call for financial fair play as providers build advice
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/10/2015
Fintech: Nutmeg changes the game in wealth management
The UK fintech start-up will manage your wealth for a small, transparent fee
03/10/2015
Weekly Close Up - Close Brothers
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/10/2015
US Broker swoops on one of London's Stock Exchange 's oldest companies
One of London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
Offshore trust company announces acquisition
The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.
03/10/2015
Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/09/2015
Here’s where the world’s ultra-rich are moving
The world’s ultra-rich are on the move
03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
Swiss Wealth unit shuts down as volumes sink
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
Richard Leeson: Time to tackle the charges issue
Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen
03/09/2015
Coutts hires Credit Suisse banker for new ultra high net worth role
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/08/2015
Fisher Investments UK is Recognized as Wealth Manager of the Year
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Consolidation surges in UK wealth management
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Ex-UBS Wealth Managers said to face French arrests
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.
03/05/2015
Stanhope set to launch Jersey office
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.