03/08/2015
Fisher Investments UK is Recognized as Wealth Manager of the Year
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
Wealth and Asset Management
03/08/2015
Consolidation surges in UK wealth management
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Ex-UBS Wealth Managers said to face French arrests
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.
03/05/2015
Stanhope set to launch Jersey office
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.
03/05/2015
A spotlight on Credit Suisse UK private banking boss
Credit Suisse Private Banking's head of UK domestic clients Ian Dembinski expects the wealth management sector to increasingly polarise between large and smaller players, with those in the middle ground left in the weakest position
03/04/2015
Davy Stockbrokers buys outsourcing firm
Davy Group is Ireland's biggest provider of wealth management, asset management, capital markets and financial advisory services.
03/04/2015
London Property Market Rife With Dirty Money: Transparency International
London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials
03/04/2015
The wealth manager’s checklist for this year
The combination of a prolonged period of low interest rates, the likelihood of lower real returns on risk assets and rising regulatory pressures present wealth managers with substantial challenges in 2015.
03/04/2015
Under the bonnet of wealth consolidator AFH Financial
He is well positioned to comment as his firm has been one of the most active consolidators in the financial advice sector over the past few years.
03/03/2015
National wealth manager completes 13th acquisition
The acquisition is still subject to Financial Conduct Authority approval
03/03/2015
Luxembourg delegation reaffirms strong ties with UAE
A financial delegation headed by HRH Prince Guillaume, Crown Prince of Luxembourg, accompanied by HRH Crown Princess Stéphanie, and led by HE Pierre Gramegna, Luxembourg Minister of Finance, is in Dubai today to promote closer collaboration betwee
03/03/2015
StanChart Risks Reigniting Bank Bonus Row
The emerging markets bank will pay around £715m in bonuses despite a disappointing 2014
03/03/2015
Parmenion Launches New Adviser Site
Parmenion has launched a redesigned Adviser website, adding simplicity and functionality to its award winning platform
03/02/2015
Adviser consolidator AFH Financial acquires South East business in £1m deal
Adviser firm consolidator AFH Financial Group has acquired the assets of a South East business, including its five advisers and principal, in a deal worth up to £973,000.
03/02/2015
How Billionaires in London Use Secret Luxury Homes to Hide Assets
On London’s Billionaires Row in Hampstead, the seven-bedroom Carlton House with its 50-foot ballroom, underground swimming pool and 10-person Turkish bath is for sale for 14 million pounds ($21.5 million)
03/02/2015
London-based multi-family office pioneers re-brand
"Having combined the two firms’ deep experience, we are very much fit for purpose with a refreshed commitment to delivering exceptional risk-adjusted investment results. We seek to be a default choice for wealthy families and foundations requir
03/02/2015
Falciani Says He Can Prove HSBC Management Knew of Tax Abuses
The information Falciani, 43, took from the bank in 2008 allegedly reveals the practices of HSBC’s private-banking unit in Geneva.
03/02/2015
Towry targets more takeovers after Ashcourt acquisition
Towry did not rest on its laurels despite its Edward Jones setback.
03/02/2015
UBS Said to Plan Closing Moscow Representative Office
The overhaul follows a new law implemented in Russia this year that aims to boost transparency on assets abroad and allows the taxation of profits on funds held outside the country.
03/02/2015
Deutsche Bank Boosts Capacity for A-Shares ETF
ASHR has been among the top-performing ETFs on the market in recent months as China’s tightly controlled stock markets open up to outside investment.