04/08/2015
Sesame has written to its appointed representatives promising a variety of benefits, including continuation of trail commission income, if they switch to sister company Bankhall or the as-yet unnamed ‘preferred partner’.
04/08/2015
Almost half of advisers only contact their clients once a year regarding their investment portfolio, meaning that investors have little or no idea how their portfolios are doing, according to online platform Rplan.
04/08/2015
Rothschilds to Rename Holding Company Amid Family Feud
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.
04/07/2015
Why Deep-Pocketed American Moguls Are Backing Metro Bank’s Hill
He has gathered some very wealthy American backers along the way.
04/07/2015
Is Iceland Killing Off Its Banks?
The report argues this would prevent further asset bubbles forming or reckless speculation in the market.
04/07/2015
The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years
04/07/2015
£1m stake in wealth boutique changes hands
A significant interest in European Wealth has been sold on the market.
04/07/2015
Harrogate firm to launch high net worth wealth service
Both companies will continue to outsource investment management.
04/07/2015
The primary investment sought by wealthy Russians typically has been U.S. real estate in cities such as New York and Miami.
04/07/2015
Westminster Wealth Management has recruited experienced adviser Martin Cook for its mortgage broking team.
04/06/2015
Goldman Sachs gives away £17m to UK charities
The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries
04/06/2015
The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review
Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan
04/06/2015
Asset Managers fear Google as greatest threat to their industry
In a recent survey of 100 asset managers, Google ranked #1 as the company with the greatest potential to disrupt the asset management industry.
04/05/2015
Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Transact has reported record pre-tax profits for 2014 as it gains 10,000 new clients.
04/02/2015
He believes the service can appeal to both and said its pricing will be competitive due to its fettered investment approach.
04/02/2015
After more than six long and lonely years, Iceland is hoping its financial isolation will soon be over.
04/02/2015
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year