12/22/2015
'Unhelpful' advice labels should be reviewed - OMW
Old Mutual calls for the UK government to find ways to decrease the wealth management industry’s regulatory burden, in response to the Financial Advice Market Review.
Wealth and Asset Management
12/21/2015
Wiener Privatbank SE signs contracts of sale to acquire the banking operations of Valartis Bank (Austria) AG
The issuer is solely responsible for the content of this announcement.
12/21/2015
Wealth manager plans European acquisitions
Declined to provide details of potential acquisition targets.
12/21/2015
High net worth investors shift focus towards alternatives - Stonehage Fleming
The firm conducted interviews with 78 families and advisers, representing wealth of £120bn, outlining challenges in the transfer of wealth across generations.
12/21/2015
What Does A Friendly Relationship Between Trump And Putin Mean For Rich Russians?
We just position quite well for those of high net worth to continue putting money into the United States,” Ed Mermelstein, a real estate attorney, consultant and developer in New York, said.
12/21/2015
Dealmakers are Banking on Asset Management
Dealmaking in the asset management space is underscored by Loeb president Jamie Kempner's recent strategic alliance
12/21/2015
Brewin's wealth head Ford focusing on growth
As Brewin Dolphin has become one of the biggest names in the UK wealth sector, Ford’s career has progressed in parallel.
12/20/2015
How 2015 made me wiser… by Penny Lovell
In the investment world every day is different. Yes, some aspects may seem repetitive but every day, every year, we learn new things. It’s like cooking: the raw materials and the recipes might look the same, but each restaurant is different from the
12/20/2015
The hike before Christmas by Tim Price
“Christmas at my house is always at least six or seven times more pleasant than anywhere else. We start drinking early. And while everyone else is seeing only one Santa Claus, we'll be seeing six or seven.' - W.C. Fields.
12/20/2015
A brief glimpse for Williams and Glyn's? by Justin Urquhart Stewart
Although it can date part of its roots back to 1771, with the founding of the private bank, Williams Deacon & Co, the bank remained independent before being taken over by Royal Bank of Scotland
12/20/2015
HSBC appoints Rothschild for restructuring of private banking arm
The move to reduce the private bank comes after Stuart Gulliver, chief executive of HSBC, unveiled plans in the summer to help simplify the global group and focus on core markets, including Asia.
12/18/2015
Wealth Manager of the Year 2015 - Gemini Wealth Management
Gemini Wealth Management have announced that as well as being shortlisted for the Professional Adviser - Adviser of the Year (Midlands) 2016 they have also been awarded Wealth Manager of the Year UK at the 2015 Finance Awards from Wealth & Finance Int
12/18/2015
Liverpool-based investment adviser seeks to shake up Liverpool's private wealth market
Investment adviser launches web-based service aimed at the younger end of the market
12/18/2015
International Private Wealth Newsletter - Farrer & Co
In this edition we focus on three areas where wealthy individuals may find themselves at risk, and how they can protect themselves.
12/18/2015
Finance Malta - Insight Newsletter - December 2015
I am sure that during the past quarter you have experienced, or at least, heard of Malta’s varied activity
12/18/2015
Standard Chartered may see white knight takeover on painful recovery: CLSA
The bank's shares dipped 0.5 percent in early London trading
12/17/2015
Italian State Lender To Set Up Equity Fund For Family Businesses
State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.
12/17/2015
Italy's Intesa Sanpaolo not interested in buying Swiss BSI
Brazilian BTG Pactual is in talks with international banks over the sale of BSI, which it bought only in September
12/16/2015
BTG Pactual Swiss unit BSI says client outflows manageable -paper
He told Finanz und Wirtschaft that the Swiss bank was operating normally and its liquidity and equity positions were "outstanding".
12/16/2015
Challenging relationships by Penny Lovell
The report states that High Net Worth respondents have been working with their wealth management firm for 13.6 years on average.