11/14/2014
When Luis Vieira and about 100 other small Portuguese investors put money in Grupo Espirito Santo’s Swiss affiliate, they thought the Helvetian nation’s renowned safety protected them.
11/13/2014
Bath-based Epoch Wealth Management has been ranked one of the UK’s top 100 independent financial advisers by respected industry magazine New Model Adviser.
11/13/2014
UBS Agrees to Sell Belgian Private Banking Business
The Swiss bank manages more than 3 billion euros in assets and employs 60 staff, including 20 private bankers
11/12/2014
Spanish Family Office Starts New Hedge Fund
Registered a new hedge fund in Spain that will invest in three to 10 hedge funds.
11/12/2014
Clarkson Wayman Ball outsources investment to Brooks Macdonald
Brooks Macdonald Asset Management has agreed a strategic alliance with IFA firm Clarkson Wayman Ball to offer its investment management portfolios to advised clients.
11/12/2014
'Tomorrow - the world': Stonehage and FF&P on their merger, their future and whether they're more like Harrods or Westfield
Spear's got one of the first interviews with the heads of the new business and took the chance to ask them what it meant for their clients and for the industry at large
11/12/2014
Actuary buys IFA to boost financial planning arm
Actuary Punter Southall group has bought employee benefit and private client financial planning firm Blacktower Financial Advisers.
11/11/2014
Are Sovereign Wealth Funds About to Take Over European Soccer?
Fans of European, and especially English, soccer have become used to a particular type of face in the crowd over the last decade — the face of the foreign billionaire club owner.
11/10/2014
SocGen CEO ready to make European acquisitions
Oudea was reported as saying that SocGen's performance since the start of the year makes him confident that it will achieve its targeted dividend payout ratio of 40 percent of profit this year and 50 percent in 2015 and 2016.
11/10/2014
Consolidators defend business model criticism
IFA consolidators have rebuked claims that they force acquired firms to become restricted, however they stated that independence is not a key driver as to whether a consolidation vehicle will succeed or fail.
11/10/2014
What was Ansbacher?
Wealthy clients opened offshore trusts and lodged money through him
11/07/2014
Pensions freedom a ‘bumper’ opportunity for advisers - St James’s Place
Next year’s pension liberalisation will provide a “bumper” opportunity for advisers
11/07/2014
The bank renamed its commercial and merchant banking segment to just corporate banking and its mission is designed with a sector-based approach that includes commercial clients, international clients and capital markets solutions.
11/06/2014
BlueBay Asset Management has opened an office in Switzerland with the aim to leverage and expand client and strategic relationships.
11/06/2014
Investment office of the Scottish family merging with London-based rival
Investment office of the Scottish family merging with London-based rival
11/05/2014
Belgian Bank Awarded Double Honours
Subsequently the services and levels of attention to clients are exceptionally high, leading to its reputation as one of the most proactive private banks in Belgium
11/05/2014
Surrey-based On-line Partnership Group Ltd has rebranded as In Partnership, in what the adviser network’s owner has said will be the first in a number of developments.
11/05/2014
Billy Mackay, marketing director at AJ Bell, said the decision to rebrand Sippcentre, which had been trading since 2002, was made because many advisers and customers thought the firm only offered self-invested personal pensions.
11/05/2014
Has the wealth management market ever been more competitive? We aks three readers on the secrets to building a lasting business.
11/04/2014
Blevins Franks has been advising UK nationals on cross-border tax and wealth management for almost 40 years and is based locally in France, Spain, Portugal, Cyprus and Malta, as well as the UK.