08/14/2014
Partnership turns to Rothschild as annuity sales slump
‘Partnership will benefit from Rothschild's extensive experience of managing this asset class and Rothschild will co-invest alongside Partnership,’ the group told the stockmarket.
Wealth and Asset Management
08/14/2014
Wealth Management’s Profitless Boom Time by Phil Banas
Wealth management is booming, but business is about growing profits, not just revenues
08/14/2014
Adam & Co to close Manchester office
He also added there are no plans to drop the Adam & Company brand.
08/14/2014
Brewin chair backs business with £29,000 stake
Miller acquired 10,000 shares
08/13/2014
Private clients advised to reduce UK and European equities
The Committee’s recommendation is that funds withdrawn from equities are held in cash.
08/12/2014
Guernsey Is Part Of The Solution For US Fund Managers
Feedback from the managers at the conference was that there is simply too much regulation in Europe
08/11/2014
UK Wealth manager sells remaining SIPP business
From UK Wealth Management
08/11/2014
RBS To Split Up Coutts Private Banking Unit
The international unit, which employs 1,200 staff, has cut the number of countries it serves dramatically in a roughly three-year restructuring.
08/11/2014
Buying cheaply floats my boat, says Aberdeen's Martin Gilbert
Fund management boss says SWIP deal has diversified the company
08/11/2014
Regulation transforms UK wealth management business
This structural change has meant a fertile market for hiring and winning clients.
08/11/2014
RBS confirms it's considering sale of Coutts' international arm
Royal Bank of Scotland (RBS.L) confirmed it was considering selling the international arm of its private bank, a deal one source said could net it as much as $1 billion (£595.76 million), as the British government leans on it to focus more on domest
08/10/2014
HSBC chief rejects Barclays Wealth model
Mr Gulliver, who has overseen a significant reduction in the scale of HSBC Private Bank since becoming chief executive of the UK bank in 2011, said that its private banking arm needed to be managed “as a discrete business” in order to retain t
08/10/2014
Tougher rules risk starting a City brain drain
Bankers face greater risk for smaller rewards, prompting fears of an exodus of top talent.
08/08/2014
Wealth management group expands with acquisition of two new firms
A wealth management fund is expanding after buying two new companies, bringing its total of acquisitions to nine.
08/08/2014
Axa Wealth to help advisers through retirement changes
The chief executive for Axa Wealth, said: “The Budget has transformed the way we all plan for retirement, and recast what retirement means to the great majority of the population.
08/08/2014
Concerns raised about new St James' Place building in Cirencester
I think it is important to make a statement about it being overbearing in size
08/07/2014
Skandia profits jump 400% boosted by WealthSelect flows
The platform was boosted by gross sales of £2.5 billion, up 11% on the £2.3 billion for 2013 which it said was a result of the high demand for its WealthSelect proposition.
08/07/2014
Berkshire-based IFA and DFM partner up
The alliance enables Petrus to offer their clients access to two investment propositions: the Bespoke Portfolio Service and the Managed Portfolio Service.
08/07/2014
Latest News from Guernsey Finance
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
08/06/2014
Dutch banks furious about bonus differences
Dutch bankers are furious that virtually no foreign bank in the Netherlands will have to comply with strict new limits on bonuses due to come into effect on January 1 2015.