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
Wealth and Asset 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.
09/25/2015
Aberdeen CEO Would Support Standard Chartered Capital Boost
Winters, 53, last month cut the bank’s dividend in half to save $1 billion and help reverse a two-year slump in earnings
09/25/2015
SJP adds another boutique to its ranks
SJP has sought to actively recruit experienced wealth managers to launch partner practices under the SJP umbrella.
09/24/2015
Very Wealthy Gravitating towards EAM Model
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/24/2015
Isle of Man-based wealth manager launches UK wealth business
The firm has filed for an FCA licence and is looking to build up teams in both its London and Manchester offices.
09/24/2015
Fund and private client services company acquires firm in Luxembourg
Their senior management team is additionally strengthened by Raphael Poncelet (left) who is a partner in the firm.
09/24/2015
Bahrain Institute of Banking and Finance partners with England's University of Salford
A special event was held at the BIBF to celebrate the new partnership
09/24/2015
Standard Chartered's new chief awarded £6.7m in shares
Deal designed to compensate Bill Winters for leaving hedge fund he co-founded
09/24/2015
Management team buys RBS India private banking unit
The Royal Bank of Scotland announced the sale of the business