04/08/2015
Private bank Coutts trims equity positions, favours Spain, Italy over Germany
Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October
Wealth and Asset Management
04/08/2015
Dutch finance minister says no new time frame for ABN Amro listing
Dutch finance minister Jeroen Dijsselbloem said on Tuesday he could not set a time frame for when he will again seek a stock market listing for Dutch bank ABN Amro.
04/08/2015
Sesame advisers look set to shun new network
A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.
04/08/2015
Sesame sweetens deal for ARs in Bankhall switch
Sesame has written to its appointed representatives promising a variety of benefits, including continuation of trail commission income, if they switch to sister company Bankhall or the as-yet unnamed ‘preferred partner’.
04/08/2015
Half of IFAs only contact clients once a year
Almost half of advisers only contact their clients once a year regarding their investment portfolio, meaning that investors have little or no idea how their portfolios are doing, according to online platform Rplan.
04/08/2015
Rothschilds to Rename Holding Company Amid Family Feud
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.
04/07/2015
Why Deep-Pocketed American Moguls Are Backing Metro Bank’s Hill
He has gathered some very wealthy American backers along the way.
04/07/2015
Is Iceland Killing Off Its Banks?
The report argues this would prevent further asset bubbles forming or reckless speculation in the market.
04/07/2015
Russia’s ultra wealthy set to wait out crisis
The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years
04/07/2015
£1m stake in wealth boutique changes hands
A significant interest in European Wealth has been sold on the market.
04/07/2015
Harrogate firm to launch high net worth wealth service
Both companies will continue to outsource investment management.
04/07/2015
New Russian CFC Rules Will Impact Inbound U.S. Tax Planning
The primary investment sought by wealthy Russians typically has been U.S. real estate in cities such as New York and Miami.
04/07/2015
Westminster Wealth Management strengthens team
Westminster Wealth Management has recruited experienced adviser Martin Cook for its mortgage broking team.
04/06/2015
Goldman Sachs gives away £17m to UK charities
The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries
04/06/2015
The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review
Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan
04/06/2015
Asset Managers fear Google as greatest threat to their industry
In a recent survey of 100 asset managers, Google ranked #1 as the company with the greatest potential to disrupt the asset management industry.
04/05/2015
Change our tax system to keep our wealth creators
Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
AFH Financial acquires IFA in £460k deal
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Transact posts record profits in dramatic year
Transact has reported record pre-tax profits for 2014 as it gains 10,000 new clients.