10/17/2014
Old Mutual buys UK's Quilter Cheviot in £585m deal
The deal will increase Old Mutual's exposure to the lucrative wealth management market, which is forecast to grow by between 6 and 8 percent a year.
Wealth and Asset Management
10/17/2014
East of England Award Finalists
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
Isle of Man achieves 100 personally Chartered CISI members
The CISI became a Chartered body in 2009 joining the ranks of professional bodies such as the accountants, lawyers and bankers.
10/15/2014
West End's wealth management industry bites back at City with Grouse & Grape Luncheon
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.
10/15/2014
Gibraltar: Strengthening future delivery – FSC publishes its Strategic Plan
The plan includes the FSC’s strategic objectives and priorities for the next 3 years alongside a high-level delivery plan and business change programme for the period 2014-2017.
10/15/2014
More than 140 high HNWIs and advisers attended a Guernsey private wealth management event in Shanghai yesterday
The event, ‘Partnership advantage – Guernsey wealth management services explained’, was chaired by Wendy Weng, Guernsey Finance’s representative in Shanghai
10/14/2014
Online wealth managers invade private banks’ territory
Rising demand for online and mobile services and the increasing expense of gaining financial advice have created an opportunity for these start-ups.
10/14/2014
F1 components supplier acquired by Chelverton Investor Club
Second investment in three months for Chelverton Investor Club
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
10/13/2014
Asia Risk Awards 2014: Private Bank of the Year – Deutsche AWM
Two years ago, Deutsche Bank embarked on an ambitious restructuring programme that saw its asset and wealth management operations more closely integrated with its investment banking arm.
10/13/2014
Van Lanschot launches new wealth planning advisory service
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Canaccord’s long association with excellence
Canaccord Genuity Wealth Management is sponsoring the International Company of the Year Award at this year’s Isle of Man Newspapers Awards for Excellence.
10/13/2014
Helena Morrissey Signs Newton Up To Long-Term Investing Research
Newton Investment Management, headed by Helena Morrissey, has signed a five-year deal with Cambridge University Judge Business School to support research into long-term investing.
10/13/2014
Founder of Bestinvest snaps up £500m wealth manager
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.
10/13/2014
UBS Seeks Bankers for French Super-Rich While Facing Fine
UBS AG, Switzerland’s largest bank, plans to hire private bankers to serve French millionaires from Geneva as it faces a possible record sanction on allegations it helped clients evade taxes in France.
10/12/2014
Why wealth management is booming in the Midlands
The event, to be held at the Forest of Arden Marriott Hotel, will bring together a select group of wealth managers for an interactive morning of presentations from the likes of First State Investments
10/12/2014
Why the French are saying au revoir to France
Centre-right deputies are convinced that the people who are the "lifeblood" of France are leaving
10/10/2014
Old Mutual Sweetens £650m Bid For Wealth Firm
People close to the situation said that a deal between the two companies was not certain
10/10/2014
How channelling Picasso can lead to fresh fund selection ideas
Celine Kalfa, head of fund advisory at Vega Investment Managers in the centre of Paris, aptly points to one of the city’s cultural icons to encapsulate her approach to picking funds.
10/10/2014
Tilney Bestinvest looking to expand now merger is complete
Tilney Bestinvest, the newly-merged wealth management and investment business, plans to expand its 50 staff in Scotland and open new offices.