05/13/2015
HSBC’s Geneva bank ‘no longer a place to hide untaxed assets’
Switzerland CEO Franco Morra says mentality has changed a lot
Wealth and Asset Management
05/13/2015
Northern Ireland-based wealth manager swoops on Irish wealth firm
The deal marks the sixth acquisition to date
05/12/2015
Schroders signs up to corporate access platform
ingage has announced that Schroders UK and European Equity team will be using the ingage IR platform to help with their corporate access requirements
05/12/2015
Ultra high net-worth Chinese investors set to pile into UK property following David Cameron election victory
The British government has been wooing big business and high net worth individuals in the country in a big way.
05/12/2015
Manchester United: Glazers' takeover has been 'dispassionate' but 'staggeringly executed,' says Red Knight Jim O'Neill
One of the world's most respected economists pays tribute to United’s majority American owners' business sense, but says they are lacking when it comes to running 'human side' of club
05/12/2015
Agnelli family, Fiat founders, adds $2bn to fortune selling property agent Cushman & Wakefield
As well as Fiat, which took control of struggling US rival Chrysler last year, the Agnellis’ empire spans Italian football club Juventus as well as CNH Industrial, which makes construction machinery and commercial vehicles.
05/11/2015
WMA reaction to the general election results – “encouraging a cultural shift towards savings and investment and financial education are key"
WMA as a trade association represents 186 Wealth Management firms and associate members who manage in excess of £670 billion of wealth in the UK, Ireland, Channel Islands, and Isle of Man also called on the new government to put education about the
05/11/2015
Private client looks a picture of wealth
Private client issues such as inheritance tax, wills and trusts are top of the political agenda right now, and lawyers should prepare themselves for change
05/11/2015
Calastone celebrates five years of five-a-side football
This year’s Funds Industry Football Charity Shield to take place on 21st May
05/11/2015
Lord Waldegrave takes over as Coutts chairman
The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.
05/11/2015
New Pictet Group partner appointed
‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.
05/11/2015
Are Rathbones and Close plotting Duncan Lawrie bids?
Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie
05/11/2015
National adviser firm pushes past £3bn with double deal
The latest deals take takes the firm past £3bn funds under management
05/11/2015
'Flabbergasted!' IFA receives £10m commission in error
The "flabbergasted" boss of a national IFA has revealed the business received an unexpected 200,000% increase in a fee payment from a provider following an accounting gaffe.
05/10/2015
London-based asset management firm sets sights on Abu Dhabi
“Two things are driving this growth; one is there is a growth in the pool of savings in the world. The reason why we’re going so much more than the market is because there is a yearning from large clients for an asset manager that is truly ali
05/08/2015
Towry completes Ashcourt Rowan acquisition
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan
05/07/2015
Cambridgeshire IFA acquires law firm
Wealth Manager has acquired law firm Jeffrey Mills Solicitors
05/07/2015
Wealth manager to launch a rival to Nutmeg
Wealth manager is setting up a discretionary investment platform later this year
05/07/2015
What is Flint waiting for?
HSBC’s return Hong Kong would have a seismic impact on China’s banking sector
05/07/2015
UK Wealth manager inks partnership
The two London-based companies are teaming up