03/26/2015
Equiom recognised once again in eprivateclient’s ‘Most Admired Companies’
Equiom has been listed as one of eprivateclient’s ‘Top 25 Most Admired UK Companies’ for the third year running
Wealth and Asset Management
03/26/2015
Rival Rothschild branches face court battle over family name
News of the impending cease-and-desist order reflects an escalation of hostilities between two sides of the family
03/26/2015
Swiss private bank set to buy RBS's Coutts International - source
Britain's Financial Times had earlier reported UBP is expected to pay about $600 million (404 million pounds) to $800 million, citing two people familiar with the situation.
03/25/2015
Bermuda becomes prime location for investors
After successfully marketing itself in North America as a prime asset location with investor-friendly regulation, Bermuda is keen to achieve similar success in Europe
03/25/2015
Swiss private bank to buy majority stake in British asset manager
Swiss bank Vontobel Swiss private bank said on Wednesday it would acquire a 60 percent stake in London-based TwentyFour Asset ManagementHolding said on Wednesday it would acquire a 60 percent stake in London-based TwentyFour Asset Management
03/25/2015
Adviser consolidation ‘inevitable’ in wake of April reforms
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Opportunities to diversify alternative funds offering highlighted at Jersey funds conference
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.
03/25/2015
Jersey set to meet investor ambitions by Geoff Cook
Growth in trade and population are the megatrends of our times and commentators tell us that their impact will be bigger and their development faster than anything experienced before, even during the industrial revolution.
03/25/2015
Why Coutts’ Higgins is looking to peripheral Europe
This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.
03/24/2015
Family offices defy generalisation, panel of experts conclude
The panellists thought that good communication between the family was the key.
03/24/2015
LYJAPCS targets HNW individuals
According to the people behind the London Yacht, Jet & Prestige Car Show (LYJAPCS), London has twice as many billionaires and millionaires than any other city on earth
03/23/2015
Wealthy Russians Seek New Havens amid Sanctions, Legal Pressure
Faced with growing scrutiny from authorities and asset freezes in response to the Ukraine crisis, Russia’s rich are turning to Asia
03/23/2015
Brewin Dolphin wades into war of words over Alliance Trust
Elliott - which claims that Alliance's investment portfolio has "persistently underperformed" in recent years
03/23/2015
New discretionary service nets 1,600 clients in a few months
The service now runs more than £125 million and its rapid growth means Tavistock Wealth is now in profit.
03/23/2015
Guernsey: Ahead Of The Curve
Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good
03/23/2015
Standard Bank Private Clients rebrands Wealth and Investment
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
One of Edinburgh's oldest custodians sees value in active management
Private client manager brings investment focus
03/22/2015
DFSA probing ABN Amro for supposedly failing guidelines
A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.
03/22/2015
Rothschilds and the emails of the super rich
The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts
03/22/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.