10/03/2014
As a closet introvert it pains me to put my head above the parapet but there comes a time when someone has to shout that the Emperor has no clothes. Recent data shows that Guernsey’s investment fund industry is shrinking rapidly while our ranking as
10/03/2014
It has carried out due diligence on a number of wealth managers and has formally endorsed the two firms, to which it recommends advisers refer bespoke discretionary asset management clients.
10/02/2014
The Manchester office of wealth manager Brewin Dolphin is on target to double funds under management within three years.
10/02/2014
Britain’s emergence as the strongest European rival to Switzerland for private banking and wealth management has been highlighted by figures showing that UK assets under management rose 11.4 per cent to £524.4bn last year.
10/01/2014
The British Bankers’ Association has urged the Bank of England to exclude high-net-worth clients from its new LTI cap.
09/30/2014
Old Mutual Wealth has sought to expand its presence across the distribution chain over the past year
09/30/2014
The new service is aimed at investors with at least £1m of borrowing requirements, but AES International and Nedbank Private Wealth allow their clients to split this borrowing across property and investment portfolios so the clients can benefit from
09/30/2014
To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
09/26/2014
The expat’s champion — Asset allocator with Sanlam
Champion’s background on the UK private discretionary fund management side, including MGM Assurance and Pavillion Asset Management, has therefore become infused with a global perspective.
09/25/2014
St James's Place organise Oscars evening
Wealth management experts St James's Place organised an Oscars-themed evening at the King Power Stadium.
09/25/2014
RBC urges Hargreaves Lansdown to take big bank opportunity
Hargreaves, led by chief executive Ian Gorham is currently looking at a range of options for its cash, with management reluctant to go down the bank route as it would increase its regulatory burden.
09/25/2014
Hargreaves Lansdown chief Gorham sees pay jump to £10.6m
Gorham's basic pay remained static at £412,000
09/25/2014
Broadstone sells wealth management arm
Broadstone provides wealth management services to private clients, pension funds, charities and companies.
09/24/2014
The accolade, awarded by eprivateclient, a prestigious private client web site serving private client advisers, is called the eprivateclient’s Top 35 Under 35 2014
09/24/2014
RHJ International today announced that it completed the conversion of the co-investors' interest of 35.13% in Kleinwort Benson Group into RHJI shares.
09/24/2014
London-based wealth management firm to charge percentage of profit
The new pricing regime has been implemented after the company had achieved maximum investment growth for clients over the past two years by investing in top-performing funds.
09/23/2014
The last decade has created an inflection point for wealth owned by investment professionals, as they now account for a significant proportion of the ultra-high-net-worth segment of the UK wealth management industry
09/23/2014
‘Dinosaur’ Private Banks Losing to Startups, ABN Amro Exec Says
Digital financial companies are increasingly poaching clients
09/23/2014
Barclays announced on Monday that Akshaya Bhargava will become the new head of the firm’s wealth and investment management business.
09/23/2014
Luxembourg's Banque et Caisse d'Epargne de l'Etat maintained its classification as the ninth safest bank in the world, in the latest edition of the Global Finance magazine ranking.