05/05/2016
Quilter Cheviot's international boss on taking the firm global
Students of obscure business cycle indicators might note its visibility in Google Trends spiked last year, having risen steadily since 2008.
Wealth and Asset Management
05/05/2016
St. James’s Place – ECB plans extension of its asset-buying programme to corporate bonds in July
Following weak corporate earnings in the Eurozone, notably at Deutsche Bank whose pre-tax profits have fallen 60%, the European Central Bank plans to extend its asset-buying programme to corporate bonds in July, a move that may well encourage an increase
05/05/2016
Nedbank Private Wealth - Video
Honour? Humility? Putting your clients’ interests above others? These aren’t qualities that have been associated with the banking sector in recent times, but they’re at the very heart of the business of Nedbank Private Wealth
05/05/2016
Charles Stanley in £2.7m move to new London HQ
The relocation of London-based teams to the 47,000 square foot single central site will commence in the fourth quarter with a view to being completed by the first quarter of 2017.
05/04/2016
Raymond James opens King Street base
The business was founded in 1962 in the US and has been operating in the UK since 2001.
05/04/2016
Private banks squeaky clean reputation coming under scrutiny
But its pristine reputation has come under wider public scrutiny after finding itself explicitly named several times in the Panama Papers.
05/04/2016
Succession planning dominates top ten worries keeping family business owners awake at night
The family business research follows the launch of the Family Business United and CBAM Family Business Road Trip 2016.
05/04/2016
Axa confirms Wealth selloff plans
These transactions would allow Axa to rebalance the focus of its UK activities towards property and casualty, health and asset management.
05/04/2016
Tilney’s assets rise to £11bn after Igenious acquisition
As result of the acquisition Tilney Bestinvest’s assets under management and administration will increase to more than £11bn, predominantly in managed portfolios.
05/04/2016
Why is the boss of a £600m Plymouth firm ready to walk away from it all?
By then Succession Group, which is based at Plymouth Science Park and manages £11bn worth of people's wealth, will aim to have a £100m annual turnover with £30m profit.
05/03/2016
UK’s oldest bank, C Hoare & Co, goes digital with Backbase
C Hoare & Co, Britain’s oldest bank, is modernising its front-end operations with Backbase, a specialist provider of omnichannel banking software.
05/03/2016
Delta Lloyd launches the sale of its shareholding in Van Lanschot
Goldman Sachs International and UBS Limited have been appointed by Delta Lloyd as Joint Global Coordinators and Joint Bookrunners of the intended marketed offering.
05/03/2016
Here's How Goldman Sachs Plans to Go After the Global Not-So-Rich
Goldman Sachs Group, the banking gold standard for the world’s elite, sees a future in less prosperous investors.
05/03/2016
Sanlam pulls out of deal to buy Caerus
Sanlam says it continues to assess its priorities in the UK following a restructure that saw former Ashcourt Rowan boss Jonathan Polin named UK chief executive.
05/03/2016
Investment Update - Couts
In this week's update, Alan Higgins, Chief Investment Officer, Coutts, gives an asset allocation update plus our view on the winners and losers from Corporate earnings season and central-bank policy.
05/03/2016
St. James's Place Academy toasts its 200th graduate
Academy candidates come from a wide range of backgrounds, but are often people looking for a career change or a new challenge.
05/03/2016
Over half of wealth managers say Brexit would negatively impact FM industry
Around 56% of wealth managers questioned by Harrington Cooper for its latest survey believe a Brexit will be 'negative' or 'very negative' for the UK asset management industry, Investment Week can exclusively reveal.
05/03/2016
When the game changes by Tim Price
In their efforts to jam the square peg of financial theory into the round hole of human nature, economists have perpetrated some pretty stupid things.
05/02/2016
Brexit and global growth top wealth manager fear list
Britain leaving the European Union and sluggish global growth top the list of fears among wealth managers according to a survey by Jupiter.
05/02/2016
Switzerland’s largest independent private bank to allow clients to domicile wealth in UK
Offers asset and wealth management services, said it hopes to allow customers to register assets through an onshore booking centre in London from the second half of this year, subject to approval from the UK financial regulator.