04/22/2016
Coutts & Co to close Cheltenham branch
Coutts declined to comment
Wealth and Asset Management
04/22/2016
Birmingham CPA group launches new wealth management firm
To lead the endeavor, the firm partnered with Mark Wesson, a 28 year veteran in the financial services industry with experience in managing the regional wealth groups at SouthTrust,
04/22/2016
Revival hopes for Andorra’s property market after economic reforms
Prices for prime real estate have been stagnant since 2008 but move to open up the country has led to increase in buyer interest
04/21/2016
Irwin Mitchell to consolidate private wealth brands
Irwin Mitchell Private Wealth will offer private clients a range of services including succession planning, reputation protection, family and divorce, probate and estate administration, and town and country property.
04/21/2016
Royal Bank of Canada celebrates the best of film with new partnership
The festival, which runs from 5-16 October 2016, is Britain's leading film event and one of the world's best film festivals.
04/21/2016
Asia's banks see rich pickings in private wealth assets
This is just the latest in a slate of deals involving private wealth assets, where private banks in Asia are changing hands as often as their bankers change fancy cars.
04/21/2016
Richest Bank Clients Move Up Priority List for Handelsbanken
With interest rates in Sweden and Denmark set to remain below zero until at least 2018, banks operating in Scandinavia face some of the world’s least hospitable environments for traditional lending.
04/21/2016
Quilter Cheviot Joins BBC Countryfile Stars to Launch Countryfile Live
The Countryfile Live launch was marked with the unveiling of a sixteen foot “haystack” at Blenheim Palace, Oxfordshire.
04/20/2016
Handelsbanken Buys Dutch Wealth Management Company
The Netherlands is one of Handelsbanken's growth areas and the bank has currently 23 branches throughout the country.
04/20/2016
Tilney backer linked to bid for offshore trust administrator
TMF Group’s current owners Doughty Hanson describe it as ‘the world’s leading independent provider of corporate compliance outsourcing solutions’.
04/20/2016
218-Year-Old Hamburg Bank Shuns Lenders and Prepares for Brexit
Commerzbank AG became the latest European bank to prepare investors for weaker earnings this year as turbulent global markets, record-low interest rates and faltering growth across the euro area erode revenue.
04/20/2016
RBS completes deal to sell private banking ops to Sanctum
Sanctum, which had signed the agreement with RBS in September has acquired all the necessary licenses and approvals as well as successfully managed the migration of the business, including clients and people, from RBS Private Banking, a statement said Wed
04/19/2016
Raging bull by Tim Price
The single biggest and most profitable product that the Finance Factory cranks out every day is bullshit, and each version of it is slicker and better and more dangerous than whatever came before.
04/19/2016
Gresham House is on the hunt for acquisitions
The Board and the executive team are focused on growing profitability, management fees and performance fees whilst increasing assets under management, both organically and through acquisition.’
04/19/2016
Meet the Investment Influencers: Charles Stanley's Stephen Peters
Peters joined Charles Stanley in 2007 from investment consultant Hewitt Associates
04/19/2016
OMW launches flagship int’l multi asset portfolio range
The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi asset unit formed last year, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot.
04/18/2016
Ubp ramps up Asia efforts on back of Coutts international arm
Swiss group aims to double assets under management to $20bn
04/18/2016
Close Brothers to launch 2016 Family Business Road Trip
Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.
04/18/2016
Zurich adds Bordier UK Strategies to Retail Platform
“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to
04/18/2016
RiverPeak Wealth sets up investment consultancy
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea