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The impact of philanthropic donations by high net worth individuals is often not assessed

Such individuals are often much more personally involved with their philanthropic foundations than they are with their investments.

Leading independent private banks merge

The deal values Martin Maurel at 240 million euros, and the transaction would be financed by a mixture of newly issued Rothschild & Co shares, Rothschild & Co's own cash resources and external credit facilities, the banks said in a statement

Dutch trust operator buys Elian

Elian is expected to generate Revenue of £96 million and EBITDA of £36 million (37.4% margin), representing a CAGR of 9% and 12%, respectively, on Revenue and EBITDA since FYE January 2015 (pro forma for the acquisitions of Allied Trust and SF

Close Brothers AM buys celebrity wealth firm

The firm specialises in servicing high net worth clients, particularly in the media and sports industries.

Canaccord Genuity WM's assets break through £12bn

The recovery encompassed rises in the firm’s annual revenue and pre-tax net income, which hit £70.3 million – up from £68.1 million the year before – and £12.2 million respectively.

Bagnalls ‘painting the town’ after national awards triumph: Close Brothers Asset Management

Penny Lovell, Head of Private Clients at Close Brothers Asset Management, one of the judges and the sponsor of the award added: "It is a privilege to support these awards and to find out more about the fantastic family firms that are the backbone of

Lyxor signs distribution agreement with Intesa Sanpaolo Private Banking

Lyxor’s Alternative UCITS Platform is one of the fastest growing platforms in the industry with $2bn in assets, recording a 30% growth in 2015*.

Wealth's Great Unanswered Question? by James Horrax, Scorpio Partnership

Summer is an opportunity to kickback and contemplate life and whether it’s a few days at home or jetting off to an exotic locale, the salubrious nature of a well-earned break allows one to question all things personal and professional.

Tilney Bestinvest sponsors private view of the Wildlife Artist of the Year exhibition

The Wildlife Artist of the Year exhibition showcases over 150 works of art in all mediums by established and exciting new artists from around the world, each competing for a coveted competition prize of £10,000. There will also be pieces from guest

Old Mutual faces revolt over CEO payout

Hemphill’s 2016 base salary is proposed at £900,000, which means he could earn £9m as part of the long-term incentive plan over the three years Old Mutual aims to complete the break-up.

Norwegian sovereign fund should act on tax transparency, MPs say

In a chapter of the report examining the existence of tax havens, the committee said it believed improving reporting and tax transparency requirements for companies in which the NOK7.

Listed wealth manager signs platform deal with SEI

This is expected to help position the firm - which currently has £2.7 billion of assets in its wealth management arm - for further growth.

SJP: ‘Pension exit charge cap won’t impact us’

UBS analyst Colm Kelly said: “A ban on the charging of surrender penalties to enable more freedom around switching would have material consequences for SJP’s earnings profile.”

Wealth Managers Should Mind the Digital Gap

This dissonance, PwC believes, leaves the wealth management industry particularly vulnerable to disruption from FinTech innovators.

Standard Life rules out further platform takeovers

This trend of consolidation in the platform market is what is giving Mr Tiller grounds to believe there will only be five adviser platforms by 2021.

Private equity firm in £33m broker deal

According to the Office for National Statistics, self-employment has now reached a 40-year high and makes up around 15pc of the UK workforce.

HSBC chief Stuart Gulliver tops investors’ choice for removal

The findings underline the growing frustration of shareholders at the performance of HSBC.

Investec W&I strikes key accountancy deal

Furthermore, Investec W&I will work alongside the professional accountant body on two of its flagship events later this year.

British Polo Day: a networking platform for movers and shakers

As guests of British Polo Day, most of us are staying at the palace — a hotel voted, that very day, as the best in the world by TripAdvisor’s Travellers’ Choice Awards.

Firms’ legacy client moves hamper adviser relations

Both of these moves, however, have attracted criticism from advisers.

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