03/23/2015
Brewin Dolphin wades into war of words over Alliance Trust
Elliott - which claims that Alliance's investment portfolio has "persistently underperformed" in recent years
Wealth and Asset Management
03/23/2015
New discretionary service nets 1,600 clients in a few months
The service now runs more than £125 million and its rapid growth means Tavistock Wealth is now in profit.
03/23/2015
Guernsey: Ahead Of The Curve
Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good
03/23/2015
Standard Bank Private Clients rebrands Wealth and Investment
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
One of Edinburgh's oldest custodians sees value in active management
Private client manager brings investment focus
03/22/2015
DFSA probing ABN Amro for supposedly failing guidelines
A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.
03/22/2015
Rothschilds and the emails of the super rich
The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts
03/22/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.
03/20/2015
StanChart investors press bank to consider leaving London
The increase in the bank levy may make it sensible to move
03/20/2015
Luxembourg SARL - Corporate Environment Summary
Luxembourg has been recognised across the world as offshore vehicles that can be successfully used in a variety of International Business, carry out commercial and industrial activities.
03/20/2015
Crown Prince meets Group CEO of LGT Group Foundation
He welcomed the group's interest in expanding its financial operations in Bahrain
03/20/2015
Bill Winters: Saviour or axeman for Standard Chartered?
Activist shareholders have their wish and the well-respected Winters was broadly given the thumbs up when news of his appointment emerged last month. But will the bank’s employees welcome him with open arms?
03/19/2015
Crestbridge provides ManCo services to unique socially responsible investment fund
"We are delighted to participate in the launching of this Fund, reinforcing our position both as a leading SuperManco in Luxembourg but also a supporter of the socially responsible investment market", commented Daniela Klasén-Martin, Mana
03/19/2015
City of London Wealth Management Award Winners 2015
The purpose of the City of London Wealth Management Awards is to recognise and promote quality of service from Wealth Management companies and individuals.
03/19/2015
Investment Quorum's Petronella West proclaimed Wealth Manager of the Year
Petronella West, Director - Private Clients at independent boutique wealth management firm Investment Quorum, one of the wealth management industry’s best known and most respected figures, has been proclaimed winner of the ‘FactSet Award for W
03/19/2015
Nerine in the running for Citywealth Independent Trust Company of the year
The shortlisting follows hot on the heels of Nerine’s win in the ‘Best Independent Trust Company’ category at the prestigious STEP Private Client Awards last year.
03/18/2015
Bringing the C-Word back to Wealth Management by Annie Catchpole, Scorpio Partnership
If your wife tells you that she doesn’t want a birthday present, should you buy her one anyway?
03/18/2015
Brewin and Towry ranked top advisers for digital engagement
Brewin Dolphin has topped a list of the best financial adviser digital content and communications, in a study which was broadly critical of the digital engagement of most adviser firms.
03/18/2015
Halifax Share Dealing Wins the Public Vote
At a ceremony at The Guildhall last night announcing the winners of The City of London Wealth Management Awards, Natasha Kaplinsky presented Halifax Sharedealing with the Award for Best Execution-Only Equity Sharedealing Service.
03/17/2015
HSBC sneaks out details of £4m windfall for 11 executives
The biggest winner was Samir Assaf, the head of its investment bank, who received shares worth almost £1.1million.