04/06/2015
The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review
Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan
04/06/2015
Asset Managers fear Google as greatest threat to their industry
In a recent survey of 100 asset managers, Google ranked #1 as the company with the greatest potential to disrupt the asset management industry.
04/05/2015
Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Transact has reported record pre-tax profits for 2014 as it gains 10,000 new clients.
04/02/2015
He believes the service can appeal to both and said its pricing will be competitive due to its fettered investment approach.
04/02/2015
After more than six long and lonely years, Iceland is hoping its financial isolation will soon be over.
04/02/2015
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year
04/01/2015
Rich Insights: Michel Longhini, UBP’s Chief Of Private Banking
Wealth-X speaks with Union Bancaire Privée about buying the ex-UK business of The Queen's Bank, Coutts
04/01/2015
SBG ditches AR network for wealth firms
Sesame Bankhall Group has ended a chapter in the life of its 25-year old network by closing its appointed rep network for approximately 300 wealth advice firms.
04/01/2015
Leading expat finance event comes to Malta
Le Tour de Finance is the ideal opportunity for attendees to find answers to the most pressing questions facing expats living in Malta.
04/01/2015
Tavistock buys further IFA in national expansion
Tavistock also recently bought Standard Financial Group and its troubled adviser network Financial Ltd, following shareholder approval in February.
03/31/2015
The Wealth Management Association is calling for an overhaul of the retail bond market in order to make it more accessible to wealth managers and their clients
03/31/2015
Nigel Holley, founder of Maven Private Office, is joining Stanhope Capital following his company’s dissolution
03/30/2015
Move follows criticism from Dutch lawmakers
03/30/2015
Tim Ingram, chair of the Wealth Management Association and a former director of Alliance Trust, has backed Elliott Advisors’ proposals
03/30/2015
During the session, panellists discussed financial regulation, corporate governance, and jurisdictional competition, and agreed that collaboration between international finance centres was highly desirable.
03/28/2015
Axel Weber tells Al Jazeera that without the right reforms, “Europe will look as bad as it does today” in a few years
03/27/2015
Having gained regulatory approval, the 13 strong Luxembourg team will continue to serve existing clients, supported by Gentoo’s 29 employees based in Guernsey. The company will be renamed Gentoo Financial Services (Luxembourg) S. A.