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Wealth and Asset Management

11/05/2017

UBS Wants Banker To Help Asian Billionaires Buy Private Jets

UHNW Clients Have Always Looked At Buying And Leasing Private Jets, And Has Now Become A Necessary Luxury For Asian Entrepreneurs

11/03/2017

Van Lanschot Kempen trading update: third quarter 2017

The new fund will include all stakes acquired since 1 January 2016, as well as all future investments.

11/03/2017

SJP cracks down on firm's 'irresistible transfer values' emails

The email goes on to suggest that 'the benefits don't end with transfer values alone', and highlights control over funds, in light of pension freedoms, as a key attraction to transfer.

11/02/2017

Navigating HMRC’s Non-Dom Net

Although Many Non-Doms Are More Likely To Be Worse

11/02/2017

Wealth boss sued by maid for failure to pay

He spent six years as a wealth manager in Credit Suisse’s private client services department.

11/02/2017

Succession buys two IFA firms

AFS was founded more than 25 years ago and is based in Glasgow and Edinburgh.

11/02/2017

Swiss private bank completes Luxembourg takeover

It is the latest Swiss bank to cement its presence in Luxembourg, following moves by competitors like Julius Baer and J. Safra Sarasin.

11/02/2017

OM Asset Management beats 3Q profit forecasts

The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 41 cents per share.

11/02/2017

RBS to offload Channel Islands Lombard unit

The regulations came in the tail of the 2008 global financial crisis and now require UK banks to keep current and savings accounts separate.

11/01/2017

Global investors are prioritising investing over saving and purchasing - Schroders

However, people still have unrealistically high investment return expectations suggesting an investment knowledge gap. Encouragingly, across the globe, there was a strong demand to learn more about investing.

11/01/2017

Thesis AM On Acquisition Trail As It Snaps Up Cambridge Fund Managers

Thesis' Acquisition Strategy Is Driven By A Management Buy-out In June

11/01/2017

Standard Chartered - Regulatory changes weigh on bland results

Income growth has returned this year, albeit disappointingly modest, and provisions for bad loans have declined dramatically

11/01/2017

BTG Pactual has no plans to cash in $300 mln EFG gain

The BSI deal helped EFG nearly double in size to compete better in Switzerland’s crowded private banking market.

11/01/2017

Brooks Macdonald to provide DFM services to Generali Worldwide clients

The investments will be held in segregated accounts, of which the asset manager will be the custodian.

10/31/2017

London Not A Threat For Thesis AM Guildford

There Are Plenty Of Wealthy People Outside Of London Who Want A Local, Convenient Service

10/31/2017

Coutts Launches Offset Select Mortgage

Borrowers can elect to use up to 10 multi-currency deposits held by a Coutts-banked family member, or connection

10/30/2017

HSBC revenue growth exceeds expectations

The bank has risen some 24 percent this year.

10/30/2017

Concierge service orders £40m share sale

It has more than 45 corporate clients from private banks to premium payment card companies.

10/30/2017

ING Unveils New Branch Concept That “Feels Like Home”

The Client House Has A Community Wall, Where Local News And Events Can Be Announced

10/30/2017

Standard Life Aberdeen faces $10bn in withdrawals since merger

Its record over the first nine months of the year is also worse than any other European-headquartered asset manager, the pair found.

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