07/13/2015
Rugby ace-turned-financier goes bankrupt
He will be discharged on 1 July next year.
Wealth and Asset Management
07/13/2015
Brooks Macdonald hires Investec W&I's Baillie for York arm
Brooks Macdonald Asset Management has poached an investment manager from Investec Wealth & Investment for its growing York office.
07/13/2015
Consolidator scoops chartered status
Lee Hartley, chief executive of Fairstone, said chartered status was important for the firm’s future.
07/12/2015
Leadership, the undiscovered country by Penny Lovell
"It is hard to fail, but it is worse never to have tried to succeed."
07/12/2015
Wealthy foreigners consider their future in London
This will capture senior figures from hedge funds, private equity and banks — typically among the highest earners in the City, who pay tax on their UK earnings. They now have until 2017 to comply with the full UK tax regime.
07/10/2015
Challenger Bank Hampden & Co signs with Evry for card services
The agreement with Hampden & Co once again confirms our strong international presence.
07/10/2015
House of Lords to grill ex-HSBC chairman in tax evasion row
Global bank’s Swiss operation helped wealthy customers evade tax during Stephen Green’s tenure
07/10/2015
New Kleinwort Benson Investors Small Cap Investment Strategy seeded by global Multi-Manager
It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.
07/10/2015
Majority stake in private German bank goes to China
Shareholders in a private German bank have approved a takeover by Chinese investors, marking a new chapter in German banking history.
07/10/2015
JM Finn poised for tax advisory launch
JM Finn & Co is exploring client appetite to launch a tax advisory service.
07/10/2015
Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
07/10/2015
Brewin & Rathbones men take Tour de France challenge
Over the first few days the cyclists – who are aiming to raise £1million for Cure Leukaemia - cruised across the Netherlands, battling strong winds on the flat terrain, and into Belgium.
07/09/2015
Profile: how Walker Crips has turned it around
It is a milestone [and] when we reach it we will feel entitled to be taken more seriously as a mid-sized quoted house.
07/09/2015
70 Historic Craft For British Classic Week 2015
Also playing a key role in the regatta's success are the event sponsors led by Title Sponsor Officine Panerai, and supported by Official Partner Sponsor EFG
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
How wealth managers are tackling currency risks
Volatility in the currency markets is on the rise as central bank policy and economic growth rates increasingly diverge around the world.
07/08/2015
How Sanlam plans to benefit from consolidation trend
Sanlam UK’s chief executive Lukas van der Walt expects the wealth management sector to consolidate in a similar manner to the accountancy industry – and he hopes to benefit from this trend.
07/07/2015
Italian bank takes cheese as collateral for loans
We all know of the gold standard, but have you heard of the cheese standard?
07/07/2015
Aberdeen Asset Management gets shareholder backing for fundraising plan
Aberdeen Asset Management has received shareholder backing to issue 200 million new shares.
07/07/2015
Aviva pours another £8.5m into Brewin Dolphin
Aviva has bought 2.9 million shares in Brewin Dolphin to lift its stake beyond the 4% threshold.