12/21/2015
Dealmakers are Banking on Asset Management
Dealmaking in the asset management space is underscored by Loeb president Jamie Kempner's recent strategic alliance
12/21/2015
Dealmaking in the asset management space is underscored by Loeb president Jamie Kempner's recent strategic alliance
12/21/2015
As Brewin Dolphin has become one of the biggest names in the UK wealth sector, Ford’s career has progressed in parallel.
12/20/2015
In the investment world every day is different. Yes, some aspects may seem repetitive but every day, every year, we learn new things. It’s like cooking: the raw materials and the recipes might look the same, but each restaurant is different from the
12/20/2015
“Christmas at my house is always at least six or seven times more pleasant than anywhere else. We start drinking early. And while everyone else is seeing only one Santa Claus, we'll be seeing six or seven.' - W.C. Fields.
12/20/2015
Although it can date part of its roots back to 1771, with the founding of the private bank, Williams Deacon & Co, the bank remained independent before being taken over by Royal Bank of Scotland
12/20/2015
The move to reduce the private bank comes after Stuart Gulliver, chief executive of HSBC, unveiled plans in the summer to help simplify the global group and focus on core markets, including Asia.
12/18/2015
Gemini Wealth Management have announced that as well as being shortlisted for the Professional Adviser - Adviser of the Year (Midlands) 2016 they have also been awarded Wealth Manager of the Year UK at the 2015 Finance Awards from Wealth & Finance Int
12/18/2015
Investment adviser launches web-based service aimed at the younger end of the market
12/18/2015
In this edition we focus on three areas where wealthy individuals may find themselves at risk, and how they can protect themselves.
12/18/2015
I am sure that during the past quarter you have experienced, or at least, heard of Malta’s varied activity
12/18/2015
The bank's shares dipped 0.5 percent in early London trading
12/17/2015
State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.
12/17/2015
Brazilian BTG Pactual is in talks with international banks over the sale of BSI, which it bought only in September
12/16/2015
He told Finanz und Wirtschaft that the Swiss bank was operating normally and its liquidity and equity positions were "outstanding".
12/16/2015
The report states that High Net Worth respondents have been working with their wealth management firm for 13.6 years on average.
12/16/2015
This transaction will significantly strengthen Julius Baer's position in the Luxembourg financial centre.
12/16/2015
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
12/16/2015
ETFs following smart beta strategies are becoming more common within equity-based offerings, but there are few fixed income ETFs on the European market.
12/16/2015
The European Central Bank has given Oddo & Cie its approval to carry on with its counterbid for BHF Kleinwort Benson Group.
12/15/2015
Enforced disclosure of OTC trades