09/06/2015
Meet the upmarket fixer who knows the habits of the super rich
It's tough being super-rich...
Wealth and Asset Management
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)
09/02/2015
St. James's Place Market Bulletin
After the shock of ‘Black Monday’, the sea of red across dealing screens had largely turned blue as calmer conditions returned to global markets at the end of a dramatic week of wild swings for equity and commodity prices.
09/02/2015
Regulation will push more providers to sell wealth divisions
The burden of regulation that businesses have to deal with are a massive challenge.
09/01/2015
Nutmeg reveals plan to offer financial advice
He added that customers have often asked for advice, but so far it is something the investment platform has been unable to provide.