11/09/2017
SJP chief praises 'admirable' variable fund fees
Fidelity recently announced investors would be charged based on a fund's performance.
Wealth and Asset Management
11/08/2017
St. James's Place Academy celebrates its latest graduates
The St. James’s Place Academy seeks to bridge this gap, by producing the next generation of educated, ethical and committed wealth managers.
11/08/2017
Spear’s Crowns Top HNW Advisers Of 2017
Spear’s Rolled Out The Red Carpet For The Crème De La Crème Of London’s Wealth Management World
11/08/2017
How Deutsche Bank’s high-stakes gamble went wrong
Over two decades, the institution went from sleepy German lender to the world’s largest bank — only to plummet into a downward spiral that some claim has left it ‘beyond repair’
11/07/2017
Indosuez Wealth Management to acquire Banca Leonardo, a leading wealth manager in Italy
The acquisition will bring a client portfolio predominantly composed of High Net Worth Individuals.
11/07/2017
Hawksmoor IM Funds Under Management soar through £1 billion
Hawksmoor was launched by CEO John Crowley in 2008, and has built a strong reputation along with a rapidly expanding client base.
11/07/2017
Wealth Manager makes another acquisition
The acquisition adds £33m of assets under advice to the national financial planning business
11/07/2017
Rowan Dartington hits £2bn two years after SJP buy
It is now in the process of opening up a new Nottingham office.
11/06/2017
Need help to buy a ship or jet? Credit Suisse looks to lure super-rich
Moving the financing from its corporate to private bank means that, in those sectors, Credit Suisse will now be primarily lending to affluent individuals
11/06/2017
Wealth consolidator's revenues jump on 13 acquisitions
A similar level of growth was generated organically during the period.
11/05/2017
LSE ‘Out Of The Race’ To Buy Irish Stock Exchange
The Irish Stock Exchange Is Owned By The Country’s Main Stockbroking Firms
11/05/2017
Asia-Pacific Continues to Dominate High Net Worth Individual Population and Wealth
For example, HNWIs in China, Malaysia, and Indonesia prefer Hong Kong and Singapore while New York and London are favorites of HNWIs in Japan, Australia, and Hong Kong.
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.