09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
Wealth and Asset Management
09/04/2015
Family office partners Raymond James for discretionary launch
Aspinalls Family Office has partnered with Raymond James to launch a discretionary investment business.
09/04/2015
Two-thirds of wealth managers have £500,000 minimum - survey
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
09/04/2015
Small is beautiful: wealth firms still see value in less rich
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
09/03/2015
Stonehage Fleming Family & Partners takes on Montfort Communications after five-way pitch
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
St James’s Place boosts number of advisers in Asia and eyes UAE
St James’s Place Asia, the re-branded The Henley Group, has seen 40% growth in the number of partners and advisers based at its three offices in the region.
09/03/2015
Can Private Wealth Plug the Infrastructure Fundraising Gap?
These funds and also private banks themselves have pooled hundreds of millions of pounds from the ultra wealthy
09/02/2015
KPMG opens a Mayfair members' club to entertain clients
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
Tavistock boss: We want to be 'more modern' SJP
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)
09/02/2015
St. James's Place Market Bulletin
After the shock of ‘Black Monday’, the sea of red across dealing screens had largely turned blue as calmer conditions returned to global markets at the end of a dramatic week of wild swings for equity and commodity prices.
09/02/2015
Regulation will push more providers to sell wealth divisions
The burden of regulation that businesses have to deal with are a massive challenge.
09/01/2015
Nutmeg reveals plan to offer financial advice
He added that customers have often asked for advice, but so far it is something the investment platform has been unable to provide.
09/01/2015
Rolling boulders uphill by Tim Price
“Most men lead lives of quiet desperation and go to the grave with the song still in them.”
08/31/2015
Sadly the financial services industry is littered with examples of heinous behaviour from the misleading to the criminal.
Over the years I have found that some of the most pernicious examples seem to relate to the costs and charges that are levied on private investors.
08/30/2015
Private banks finally embrace mobile apps
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/28/2015
Keeping calm when the alarm bells are ringing by Penny Lovell
The investment world is defined by the interaction of two basic elements: sales and investment, or show and analysis. At Close Brothers we pride ourselves at being cool-headed investors with a mind for security selection and long-term investing.
08/28/2015
Top Accreditation For Nottingham Wealth Management Firm
The chief executive of a Nottingham wealth management firm has been awarded with a top industry accreditation.
08/28/2015
BHF Kleinwort Benson to ‘transform’ wealth arm to outsourced solution
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.
08/28/2015
Duncan Lawrie parent puts sales rumour to bed
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May