09/03/2015
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
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 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
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 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
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
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
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
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
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
The chief executive of a Nottingham wealth management firm has been awarded with a top industry accreditation.
08/28/2015
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
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May
08/28/2015
The ensuing court battle featured allegations of a cover up, secret ‘recruiting sergeants’ and clandestine negotiations to prise people over.
08/28/2015
Jersey’s status as an international jurisdiction is attractive to clients and wealth managers alike.
08/27/2015
City AM's Nick Coghill: 'I would feel a bit stifled by £5bn in AUM'
CEO favours 'small is beautiful' business model
08/27/2015
HSBC moves asset management head to Hong Kong from London
It will make its decision by the end of the year and Hong Kong would be the most likely destination if it does choose to move.