10/13/2014
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Canaccord Genuity Wealth Management is sponsoring the International Company of the Year Award at this year’s Isle of Man Newspapers Awards for Excellence.
10/13/2014
Newton Investment Management, headed by Helena Morrissey, has signed a five-year deal with Cambridge University Judge Business School to support research into long-term investing.
10/13/2014
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.
10/13/2014
UBS AG, Switzerland’s largest bank, plans to hire private bankers to serve French millionaires from Geneva as it faces a possible record sanction on allegations it helped clients evade taxes in France.
10/12/2014
The event, to be held at the Forest of Arden Marriott Hotel, will bring together a select group of wealth managers for an interactive morning of presentations from the likes of First State Investments
10/12/2014
Centre-right deputies are convinced that the people who are the "lifeblood" of France are leaving
10/10/2014
Old Mutual Sweetens £650m Bid For Wealth Firm
People close to the situation said that a deal between the two companies was not certain
10/10/2014
Celine Kalfa, head of fund advisory at Vega Investment Managers in the centre of Paris, aptly points to one of the city’s cultural icons to encapsulate her approach to picking funds.
10/10/2014
Tilney Bestinvest, the newly-merged wealth management and investment business, plans to expand its 50 staff in Scotland and open new offices.
10/10/2014
It forms part of RBS’s broader target to bring the cost/income ratio of its Commercial & Private Banking division, which houses Coutts, down to 60% via ‘an active programme of cost savings’.
10/10/2014
A little country with more to its repertoire than tax breaks
10/09/2014
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have
10/09/2014
Old Mutual Wealth is “simplifying” its charging structure, including removing the annual pension drawdown fee which the company claims will benefit around 8,000 customers, with effect from 1 January 2015.
10/09/2014
Since July, Epoch has been working with Pershing and a select number of clients to build up the service.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/07/2014
Plans to reorganize asset management business
10/06/2014
SCM Private last week launched three consumer wealth platforms targeting different investors and offering a range of portfolios
10/06/2014
With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.
10/06/2014
The acquisition support the strategy of the Banque Havilland , build an international private banking group, which had specialized in high net worth individuals , particularly from regions with high growth potential .