10/01/2015
Private bank to merge Jersey and Guernsey operations
63 people are employed by them in Jersey, and 92 in Guernsey.
Wealth and Asset Management
10/01/2015
BMB Refocused as Specialist Advisor and Investor for Forbes 500 Families
The BMB Group, founded in 2006 by members of Asian and Gulf based ruling families, has refocused its business to provide capital and specialist advice exclusively for Forbes 500 families.
10/01/2015
Old Mutual Wealth eyes online simplified advice service
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
09/30/2015
Gemma Godfrey to launch online wealth manager
Clients will be able to access the service through www.moo.la, which former Wealth Manager cover star Godfrey said will ‘[provide] a set of easy to use apps and services for financial freedom at your fingertips
09/30/2015
Shakes not quakes
In light of market volatility, it is important to remember that global GDP growth looks healthy; China’s growth rate still remains significantly higher than the global average and calmer days should follow a Fed rate rise.
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Integration of Philadelphia Financial and Lombard International Assurance Forms Industry Leader in Global Wealth Management Solutions
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
SJP hunts for advisers ‘no previous experience required’
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
French Duncan re-brands wealth management arm
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/29/2015
Will fintech kill your banking job?
After all, their raison d’être is to make financial services more efficient by increasing its reliance on technology and reducing its reliance on humans.
09/29/2015
Ireland’s largest wealth manager aims to be largest in Northern Ireland
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.
09/29/2015
Smith & Williamson sees family office opportunity after strong year
Funds under management and advice within its investment management division rose by 8.7% to £16.3 billion over the 12 months to the end of April and profit jumped by 9.4% to £31.5 million.
09/29/2015
Schroders to launch BlueTrend strategy on GAIA platform
The BlueTrend investment team has over a decade’s experience in running a trend following strategy
09/28/2015
'It's tough to make predictions, especially about the future' by Penny Lovell
Finance is dull.
09/28/2015
Some Autumn Planning by Justin Urquhart Stewart
Well that was another summer of volatility fading into the mist and during the dog days of August it was China that filled the headlines and columns of the increasingly slim looking newspapers.
09/28/2015
Deutsche Bank CEO praises wealth management ops -sources
Cryan has a wealth management background and loves the stability of that business
09/28/2015
Chinese deal with aberdeen alerts rivals firms
Aberdeen’s license is unique as it will enable the company to manage assets directly on behalf of Chinese investors.
09/28/2015
How football stars make their heyday last a lifetime
With weekly pay packets of hundreds of thousands of pounds, top footballers and other high-earning professional sportspeople have always been subject to the lure of lavish spending.
09/28/2015
HSBC asset management arm to disclose carbon footprint of funds
The fund arm of HSBC Britain’s biggest bank, has agreed to measure and disclose the carbon footprint of its funds on an annual basis after signing up to the Montreal Carbon Pledge.
09/28/2015
UK wealth management firm joins forces with BlackRock
We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition.