02/10/2013
Aberdeen boss Martin Gilbert sells £4m stake
The transaction reduces Gilbert's holding to around 7.8 million shares
Wealth and Asset Management
02/07/2013
Swiss Private Bank extends sponsorship agreement with Scuderia Toro Rosso
Swiss wealth management specialist Falcon Private Bank and the Scuderia Toro Rosso Formula One™ team are pleased to announce the extension of their current sponsorship agreement for the third consecutive year.
02/07/2013
RBC's global strength affirmed by numerous Euromoney award wins
RBC recognized for Best Private Banking Services in Canada and the Caribbean.
02/07/2013
Walker Crips adviser influx prompts 35% revenue rise
Wealth management and pensions firm Walker Crips has reported a jump in revenue
02/07/2013
Coutts launches Investor Insights Blog
Using social media to provide insightful investment commentary
02/06/2013
Private bank Coutts prepares for bear market in bonds
Expects end to 20-year bull run
02/06/2013
SG Private Banking named Best Private Bank in France and Monaco and for its Structured Products in Europe
Societe Generale Private Banking has won a number of awards from Euromoney Magazine in its Euromoney Private Banking Survey 2013
02/06/2013
F&C trusts to merge due to 'significant change' in WM sector
The boards of ISIS Property trust and IRP Property Investments are seeking approval to merge the funds
02/05/2013
Wealth tax removal sees sharp rise in Swedish repatriations
The tax was removed by the governing coalition in 2007
02/05/2013
Survey shows where wealth managers are most bullish
Reveals that investors are increasingly moving away from taking a regional approach to emerging markets.
02/05/2013
Heartwood Wealth gets new owner
“Handelsbanken is steadily growing and maturing in the UK, particularly amongst customers with high requirements for qualified asset management. This acquisition makes it possible for us to widen our offering to current and future customers,”
02/05/2013
Hargreaves Lansdown profit up 30%, lifts dividend
Operating profit GBP92.1 million
02/05/2013
Euromoney publishes 10th annual Global Private Banking Survey – UBS returns to the top
The private banking industry has had to modernize as never before to keep pace with the global needs of clients, new regulation and rebuild trust.
02/05/2013
Sanlam targets wealth acquisitions as it sheds Punter stake
Sanlam UK has sold its 21.6 per cent stake in actuarial consultants Punter Southall Group
02/04/2013
Baring Swiss Bank for Rich Athletes Buys Asset Manager Coges
“We share the same values and ethics.”
02/04/2013
UBS overhaul bearing fruit despite hefty quarterly loss
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion
02/04/2013
Can Old Mutual Global Investors become a top 5 player in the UK?
OMGI is the result of a merger between Old Mutual Asset Managers UK
02/03/2013
A Guide to the Family Office Employment Market
They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices
02/03/2013
Number of millionaire Brits hits 13,000 despite recession
New figures show the number of Britons earning at least £1million a year has increased to 13,000, thanks to the coalition government’s April tax cut, local media reported.
02/03/2013
European average household financial wealth declines - RESEARCH
The report, Bringing Europe Back to Savings, analyses household savings, investment and debt across 22 European countries, interpreting differences in the propensity to save and incur debt, household investments and the overall financial wealth of Europea