02/09/2016
Wealth managers warn over-regulation of 'closet trackers' may not solve Europe-wide problem
The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio
Wealth and Asset Management
02/09/2016
Deutsche Bank CEO says bank ‘rock-solid’
He stressed the bank was investing in hiring more people in Equity Sales and Research in an attempt to regain its leadership in the equities markets.
02/09/2016
Financial Advisers Give Quilter Cheviot Gold Seal of Approval
“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an
02/08/2016
Once again, Fred got a little behind in his taxes: Five things to consider ahead of the tax year end Feb 5, 2016
“The beginning is the most important part of the work.” – Plato
02/08/2016
Credit Suisse CEO to waive part of bonus after loss -Sonntagszeitung
Switzerland's second-largest bank reported a worse-than-expected 2015 net loss of 2.94 billion Swiss francs $2.97 billion after booking a big impairment charge at its investment banking business.
02/08/2016
BNP’s wealth management division sees surge in net inflows
Good inflows into BNP Paribas’s Wealth Management division, driven by domestic and Asian markets, resulted in annual assets under management growth of 6.8% to €954bn in 2015.
02/08/2016
Octopus and Owen James host breakfast briefing for Heads of Wealth Planning
The breakfast included a talk on the theme of inter-generational wealth, led by James Brown, head of client services at ComPeer, a business management consultant firm.
02/08/2016
HSBC 'to stay in London' as board meets for final decision on HQ
Locations including Hong Kong, Singapore, the US, Frankfurt and even Canada have all been hinted at as possible alternatives, but because much regulation in the industry is global, it has proved hard to find compelling arguments in favour of leaving Londo
02/08/2016
High-flying fund managers in demand from family offices
Wealth managers for a private investment office can earn far more than their counterparts doing jobs in the City of London
02/08/2016
Happy New Year! by Justin Urquhart Stewart
Gong Xi Fa Cai - well Happy New Year and welcome to the year of the Red Fire Monkey.
02/08/2016
If you can’t buy into UK, why not try Channel Islands?
Channel Islands’ investor programme is cheaper and faster
02/08/2016
Schroders' Keith Wade: "Time to hit the panic button?"
The first is the further fall in the oil price, which appears to have led global equity markets down over the past year.
02/08/2016
It goes on. And on. And on by Tim Price
The following commentary was first published in July 2013. Current events would seem to justify republishing it, in somewhat modified form, today.
02/08/2016
Killik & Co unveils details of revamped HNW service
Killik has now revealed that each team will have a broker as a single point of contact for the firm and an overseeing markets expert responsible for allocation.
02/05/2016
Tilney Bestinvest to acquire Ingenious Asset Management
The deal is expected to complete in April, subject to regulatory approval.
02/04/2016
Private Investor club completes first deal of 2016
High Net Worth individuals can access these opportunities through our Investor Club, and we’re seeing strong levels of interest amongst prospective investors at this time.
02/04/2016
RBS calls off planned sale of India banking business
The India operations of the RBS banking business comprise corporate and institutional banking, trade finance and cash management.
02/04/2016
OM Asset Management Sees Fall In Fourth-Quarter Net Income
In a statement, the New York-listed asset manager said economic net income amounted to USD36.5 million in the three months ended December 31.
02/04/2016
Tilney Bestinvest cuts Sipp costs
The self-invested personal pension’s account fee has a starting tier of 0.3 per cent for balances up to £250,000, leaving only the fund charges.
02/03/2016
World's second-oldest bank is used to taking long view
A bank established more than 400 years ago does not need to rush into things.