05/11/2015
Private client looks a picture of wealth
Private client issues such as inheritance tax, wills and trusts are top of the political agenda right now, and lawyers should prepare themselves for change
Wealth and Asset Management
05/11/2015
Calastone celebrates five years of five-a-side football
This year’s Funds Industry Football Charity Shield to take place on 21st May
05/11/2015
Lord Waldegrave takes over as Coutts chairman
The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.
05/11/2015
New Pictet Group partner appointed
‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.
05/11/2015
Are Rathbones and Close plotting Duncan Lawrie bids?
Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie
05/11/2015
National adviser firm pushes past £3bn with double deal
The latest deals take takes the firm past £3bn funds under management
05/11/2015
'Flabbergasted!' IFA receives £10m commission in error
The "flabbergasted" boss of a national IFA has revealed the business received an unexpected 200,000% increase in a fee payment from a provider following an accounting gaffe.
05/10/2015
London-based asset management firm sets sights on Abu Dhabi
“Two things are driving this growth; one is there is a growth in the pool of savings in the world. The reason why we’re going so much more than the market is because there is a yearning from large clients for an asset manager that is truly ali
05/08/2015
Towry completes Ashcourt Rowan acquisition
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan
05/07/2015
Cambridgeshire IFA acquires law firm
Wealth Manager has acquired law firm Jeffrey Mills Solicitors
05/07/2015
Wealth manager to launch a rival to Nutmeg
Wealth manager is setting up a discretionary investment platform later this year
05/07/2015
What is Flint waiting for?
HSBC’s return Hong Kong would have a seismic impact on China’s banking sector
05/07/2015
UK Wealth manager inks partnership
The two London-based companies are teaming up
05/07/2015
WINNERS: Asian Private Banker Asset Management Awards For Excellence 2014/15
Asian Private Banker has announced the winners of the following categories for the Asset Management Awards for Excellence 2014/15.
05/07/2015
Onshore is the New Offshore by Toby Birch
We have heard spurious criticism of the tax treatment of Non-Doms (foreigners that are UK resident but non-domiciled) whose spending acts as a multiplier to boost business and employment.
05/07/2015
Far Eastern consortium set for major spending spree in Birmingham
Ms Li – a former Miss Taiwan beauty queen – said that she wanted to use Birmingham as an example
05/07/2015
Standard Chartered's Winters to seek greater oversight
Mr Winters won't immediately replace former Europe, Middle East, Africa and Americas CEO Viswanathan Shankar and ex-Asia head Jaspal Bindra
05/07/2015
Weekly Close Up - Close Brothers
Robin Leach, a British-born journalist once said of Italians: “In Italy, they add work and life on to food and wine”.
05/06/2015
Tavistock Investments continue expansion with Regional Acquisition
Duchy is an independent financial advisory business with offices in Truro and St Ives, Cornwall
05/06/2015
Brown Shipley Bank appoints Private Client Director
He will be responsible for developing private banking and wealth management relationships with high networth clients.