11/19/2014
Baker Tilly’s Head of Private Clients named as one of 50 Most Influential private client practitioners
The 50 Most Influential is designed to identify, recognise and promote the leading practitioners of the private client professions
11/19/2014
The change has come about after a review of the trust's investment policy by Schroders, with shareholders voting in favour of the change at its annual general meeting on 14th October.
11/19/2014
Wealth manager seeks acquisitions ahead of pension reforms
Consolidation within the wealth management industry will be driven by how well prepared firms are for the opportunities presented by next April’s at-retirement reforms
11/19/2014
Deutsche Bank's sophisticated custody business in Jersey and Guernsey has been recognised for the third consecutive year at the Custody Risk European Awards, which were held in London last week.
11/19/2014
Citywealth has won a Silver 'Stevie' Award for its work with women in business.
11/18/2014
Wealth management consultancy service predicts ascendancy of active management
Wealth management consultancy service has forecast a return to active managers beating passive funds in the next five years.
11/18/2014
RBC appointed custodian for Spanish banks
The appointment by Banco Caminos, Banco Mediolanum and Banco Madrid is an important development for us in Spain
11/17/2014
Wealth managers face ‘sweeping changes’
A lack of trust among rich clients is leading investors to hold more money in cash and bypass wealth managers altogether by investing directly in property and private equity.
11/17/2014
Pictet looks to expand in London
Geneva-based private bank Pictet is planning to double the size of its team in London.
11/17/2014
The opening of the Edinburgh office fits within the framework of SYZ Asset Managements expansion in the UK, which is one of its priority growth markets.
11/17/2014
Geneva-based private bank looks to expand in London
Geneva-based private bank is planning to double the size of its team in London.
11/17/2014
Now in their sixth year, the awards take place annually and recognise individuals whose long-term contribution to the society has gone above and beyond what is expected of a member.
11/17/2014
Efficiencies Needed to Support Europe's Wealth Management Growth
This means front line productivity and operational efficiency need to be further increased to address industry-wide cost increases and declining revenue yields.
11/14/2014
Adviser interest in Charles Stanley’s discretionary fund management model has been “slow” because its “different concept” is not what advisers are used to, the firm’s wealth management director admitted to FTAdviser.
11/14/2014
European Wealth has acquired two firms in order to boost its onshore and offshore wealth management services.
11/14/2014
When Luis Vieira and about 100 other small Portuguese investors put money in Grupo Espirito Santo’s Swiss affiliate, they thought the Helvetian nation’s renowned safety protected them.
11/13/2014
Bath-based Epoch Wealth Management has been ranked one of the UK’s top 100 independent financial advisers by respected industry magazine New Model Adviser.
11/13/2014
UBS Agrees to Sell Belgian Private Banking Business
The Swiss bank manages more than 3 billion euros in assets and employs 60 staff, including 20 private bankers
11/12/2014
Spanish Family Office Starts New Hedge Fund
Registered a new hedge fund in Spain that will invest in three to 10 hedge funds.
11/12/2014
Clarkson Wayman Ball outsources investment to Brooks Macdonald
Brooks Macdonald Asset Management has agreed a strategic alliance with IFA firm Clarkson Wayman Ball to offer its investment management portfolios to advised clients.