02/18/2013
Barclays links with Aegon and Zurich to launch workplace platform
The proposition will give access to Barclays Wealth & Investment Management funds
02/18/2013
The proposition will give access to Barclays Wealth & Investment Management funds
02/17/2013
Lib Dem Wealth Tax Crackdown On Heirlooms
Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.
02/17/2013
Saxo Bank stamps footprint on Middle East's wealth business
Private wealth in the region took a beating during the financial crisis, as the Arabian Gulf's property crash and a collapse in equity markets hammered assets.
02/17/2013
European private banking group launches new UK merchant bank
The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.
02/17/2013
WH Ireland Buys Former Seymour Pierce Wealth Management Unit
The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.
02/17/2013
In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,
02/17/2013
Gregor MacIntosh will head up the firm’s global and emerging fixed income teams
02/17/2013
The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.
02/17/2013
The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.
02/14/2013
Rothschild parent's Q3 revenues rise 22 pct
Also bolstered by a jump in merchant-banking proceeds.
02/14/2013
Art Boom Forces Wealth Advisers to Develop an Eye
Even if collections are more like hobbies, financial advisers to the rich can't ignore the power that those beautiful and rare objects can hold over their clients - or the damage they could do to a client's financial well-being.
02/13/2013
Standard Life in talks to buy Newton's wealth arm
The daily said the other bidders were Quilter, owned by private equity firm Bridgepoint, and private bank Rathbones.
02/13/2013
Aberdeen acquires US asset manager
Artio is debt-free and had net asset value of $141 million (£90 million)
02/12/2013
Royal Bank of Scotland boss defends right to bonus
British taxpayers own 81 per cent of RBS after it was bailed out at the height of the global financial crisis in 2008 with £45.5 billion of taxpayers' cash.
02/12/2013
A new pillar encompassing Corporate & Investment Banking and Private Banking, Global Investment Management Services, with a view to developing commercial and operational efficiency, specifically in terms of the flow business, with improved coordinatio
02/11/2013
KBC Private Banking is named 'best private banker in Belgium' by Euromoney.
Also named as ‘highly commended private banker’ by the Financial Times/The Banker.
02/11/2013
Barclays has announced the outcome of its strategic review and sets out commitments for 2015
02/11/2013
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways.
02/11/2013
Portfolio managers' bonuses could be conditional on their performance over a defined period
02/10/2013
Banks Should Defer Bonuses for Up to 10 Years, Jenkins Says
Five years might or might not be appropriate for some categories of risk