04/22/2015
Towry open to talks on saving Sesame adviser school
The school has over 100 alumni.
Wealth and Asset Management
04/22/2015
Safra Bank Acquires Additional Acquisitions
Safra Sarasin has set aside funds to deal with a United States Justice Department disclosure program for Swiss banks
04/22/2015
Luxembourg unshaken after tax regime overhaul
“For the time being we have witnessed stability in private banking which is very reassuring,” Mr Gramegna said.
04/21/2015
Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration
If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats
04/21/2015
Charles Stanley employee benefits arm poised for MBO
The company announces that it has entered into an exclusive heads of terms agreement in respect of the disposal of CSFS to its management team
04/21/2015
Opinion: James Bailey, Barclays wealth and investment manager
Research found that globally 40 per cent of high net worth individuals cited entrepreneurship as one of their main sources of wealth
04/21/2015
Investec launches private office for HNWIs
Investec W&I divisional director private office Andrew Butler-Cassar, says: “Private Office addresses a clear market need for an integrated service targeting successful entrepreneurs and business owners, the sports and media sectors and those sp
04/21/2015
Multrees selected by AllianceBernstein's retirement income solution
We selected Multrees as they provided the best technology and service combination allowing us to offer a solution that all defined contribution scheme members between 55 to 75 can access cost-effectively irrespective of the amount of their pension savings
04/21/2015
Old Mutual Wealth’s model portfolio hits £1bn AUM
Old Mutual Wealth’s WealthSelect Model Portfolio Service has exceeded the £1bn mark in assets under management, of which £450m has been directed towards pension accounts.
04/21/2015
RBC and the Old Vic Announce New Partnership
RBC and The Old Vic today announced that RBC will become the theatre’s Principal Partner. RBC commits to sponsoring more than 15 productions over the next three years.
04/21/2015
SGPB Hambros seek to bridge digital divide with client portal
‘This new service not only represents a significant milestone in our digital transformation strategy, but also in our commercial strategy,’ said SGPB Hambros chief executive Eric Barnett
04/21/2015
Moving HQ to S’pore makes sense for StanChart: Key shareholder
Standard Chartered bank has a strong business case to move its headquarters from London to Singapore and save millions of dollars in taxes as, unlike rival HSBC
04/21/2015
The annual chorus of recrimination over executive pay is rising to a crescendo
Fat cat fund managers rake in rewards as savers plough more money into pension pots and investment fund
04/20/2015
Breaking the banks: Tax jump may drive HSBC, StanChart away from UK
Several investors told Reuters they want the two banks to do a thorough analysis on whether it makes sense to move after Britain raised the bank tax by a third last month.
04/20/2015
Super-rich Asians draw multi-family financial firms
A discreet breed of financial management firm has sprung up to cater to Asia's super-rich as their fortunes grow.
04/20/2015
Towry to launch online services
The chief executive of Towry, the acquisitive wealth manager and financial planner, says the group is close to launching online services for its clients, as it reveals sharp increases in assets under management and revenues for 2014.
04/20/2015
Schroder ISF QEP Global Emerging Markets celebrates third anniversary as the strategy exceeds $3 billion AUM
The fund – which is managed by Schroders’ QEP Investment Team – offers investors a different way of accessing the emerging market opportunity set.
04/17/2015
How Abu Dhabi's mega-rich are buying up London
They’re snapping up restaurants, taking over hotels — even investing in the water supply. But not everyone’s happy. James Ashton reports on the Abu Dhabi super-rich buying up the capital
04/17/2015
Wealth management firms likely to be affected by Mifid II
Much of the Wealth Management Association’s work at present, in collaboration with its member firms, is seeking to clarify impact.
04/17/2015
Brewin named as top UK takeover target
Brewin Dolphin has been named as a prime candidate to join the wealth management M&A merry-go-round by broker Liberum Capital.