12/20/2016
WH Ireland said that during the course of the year assets under management and administration in its wealth management division have risen to around £3bn.
12/19/2016
LGT expects to see its assets under management in Asia rise
12/19/2016
Top bankers to miss out on payouts as lender braces for giant US settlement
12/19/2016
Asian private bank weighs UK branch in light of pound’s slide following Brexit vote
12/19/2016
Bank’s wealth management arm says the UK will remain a very important offshore centre
12/19/2016
Brewin said it expected the addition to enhance earnings after the first year, while, on a pro forma basis, its funds under management is anticipated to increase to £36.1bn.
12/19/2016
The majority of the exceptional costs associated with this change will be taken in 2016, and as such will be fully disclosed within the annual results.
12/19/2016
GABI was launched in 2014 as the world’s first regulated bitcoin fund when it received certification as an Expert Fund from the Jersey Financial Services Commission.
12/19/2016
The loan portfolio is mainly secured against residential property and has a total balance of approximately £44.9 million with 83 customer accounts.
12/16/2016
Family office wraps up first annual fund at $166 mln
According to the firm, the investments will give them exposure to between 50 and 100 portfolio companies.
12/16/2016
Coutts & Co Trustees has relaunched itself under a new boutique private client brand following the management buy out
12/16/2016
Difficult integration expected in drive to create European rival to BlackRock
12/15/2016
Van Lanschot and Achmea complete takeover of Staalbankiers' private banking activities
The acquisition adds around €1.7 billion to Van Lanschot's assets under management
12/14/2016
Coutts launches multi-currency debit card
With some clients travelling as many as 24 times a year, they were spending up to thousands of pounds on non-sterling transactions.
12/14/2016
It provides excellent possibilities for low-cost financing of investment transactions and international business through its extensive network of double tax agreements.
12/14/2016
Complexity is the very reason why clients hire private banking services, writes Philip Marcovici
12/13/2016
Old Mutual to cut stake in asset management arm via offering
OM Asset Management said it had agreed to repurchase 6 million ordinary shares from OM Group Ltd, a unit of Old Mutual.
12/13/2016
Never mind the robos… we’re all digital wealth managers now
Digital is critical to offering a premium service
12/12/2016
A round-up of topical tax and personal finance issues affecting individuals and families
12/11/2016
The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which