03/23/2017
Arbuthnot Latham profits climb 51% as lending booms
This has been a momentous and highly profitable year for Arbuthnot Banking Group
Wealth and Asset Management
03/23/2017
Mirabaud eyes expansion as income rises
The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.
03/23/2017
Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"
RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority
03/23/2017
Rathbones to launch actively managed portfolio service
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
03/22/2017
Owl Private Office launches advisory service for families and endowments
Owl helps wealthy families, trustees and individuals think through their long-term objectives
03/21/2017
Bringing wealth structuring solutions to Asian families
The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.
03/21/2017
INSIDE CREDIT SUISSE: A day in the life of a 28-year-old private banker
So what is it like for a young person working in a bank like Credit Suisse in 2017?
03/21/2017
Wealth manager expands London presence
Quadrant will broaden and add to our London business and accelerate our expansion in London and southern England.
03/20/2017
Penny wise and pound foolish? by Tim Price
“I’ve run a country but I’ve never run a newspaper.”
03/20/2017
“The future promise of any nation can be directly measured by the present prospects of its youth.” - John F. Kennedy
It is estimated that millennials (the generation born between 1980 and 2000) will make up almost 50% of the global workforce by 2020
03/20/2017
Old Mutual Int’l focuses on ‘select group’ of Swiss-based IFAs
This has involved not accepting certain lines of business, with a greater emphasis on advisers with high net worth clients.
03/20/2017
Standard Life chief defends £11bn merger
We’re not doing this for short-term reasons.
03/20/2017
JP Morgan AM creates sustainable investing team
The proliferation of ESG data and tools in the marketplace, growing interest from investors.
03/20/2017
Wealth consolidator seeks £10m to accelerate buy strategy
Since 31 October AFH has made five acquisitions for a combined £2 million.
03/20/2017
AFH acquires assets of Aberdeen Wealth Management and Shield Direct
Under the terms of the acquisition of Aberdeen, the maximum consideration payable by AFH is GBP556,500.
03/19/2017
Weatherbys launches private banking service for British expats
Weatherbys Private Bank has launched a service for British expats offering cross-border private banking and cross-currency mortgages.
03/17/2017
WH Ireland's Roderick Buchanan
The most dramatic change was the group’s decision to scrap its existing management team and the majority of its board two years ago.
03/16/2017
Ultra-wealthy drawn to UK schools
The survey revealed that the UK is becoming especially attractive to the ultra-wealthy.
03/16/2017
JOHCM's John Wood to retire after 26-year career
Managed UK Opportunities fund since 2005
03/16/2017
ABN AMRO publishes 2016 Annual Report
ABN AMRO delivered solid results with and for its clients and other stakeholders in 2016.