06/19/2014
In an interview with the Financieele Dagblad newspaper on Wednesday, ABN AMRO chairman Gerrit Zalm – himself a former Dutch finance minister — said the plan aimed to “retain talent”.
06/19/2014
Alongside its London headquarters, HSBC Private Bank has offices in Birmingham, Cardiff, Leeds and Manchester.
06/19/2014
Liontrust Asset Management has reported that assets under management rose 19 per cent to reach £3.6bn in the year to March 31 2014.
06/19/2014
Italian daily Il Sole 24 Ore cited market rumours on Wednesday saying the price of the deal could be between 1.4 billion euros ($1.9 billion) and 1.6 billion euros.
06/19/2014
Luxembourg’s assets under management reached a record high of €2742bn in the first quarter of 2014.
06/18/2014
Leeds wealth management firm wins major contract
A contract to manage 240 live trusts on behalf of the UK’s largest will-writing company has been won by Leeds-based wealth management firm, Pearson Jones Plc.
06/18/2014
Jersey has won this year recognising its strengths as a finance centre
06/18/2014
As a recent study by consultancy Lang Cat highlights wide disparities in pricing between discretionary managers, executives say an industry standard to calculate the total costs for clients is needed more than ever.
06/18/2014
Taking home the same title at the awards in 2013, Creechurch Capital was not to be knocked off the top spot this year and impressed the judges with its absolute commitment to service and vision to deliver a personalised, agile model to meet the needs of i
06/18/2014
Interact is being trialled through a select group of Advisory firms with a view to full launch in the Autumn.
06/18/2014
Advisers who wish to use the service will be given a full risk-profiling pack which they will need to complete with clients before being able to match them to a Montage portfolio.
06/18/2014
The team has already started giving advice but is expected to be running at full speed by the end of the year.
06/18/2014
Nedbank Private Wealth has again received recognition for its innovative Focus service in the Professional Adviser International Fund and Product Awards with the award for Best in Class for Integrated Banking Service for the second year running. In addit
06/17/2014
Opus Private launches private client advisory business
Created in conjunction with London law firm, Mishcon de Reya, Mayfair Private will aim to meet the complex and specific needs of wealthy individuals, families and their private offices worldwide.
06/17/2014
They have fortunately extended some of the deadlines
06/17/2014
Hall noted the average client size for both Tilney and Bestinvest is currently more than £1 million, and said the large-scale hiring of financial planners ‘will be targeted at that client segment’.
06/17/2014
A huge part of our success story to date has been our readiness to adapt to industry regulatory changes
06/17/2014
IFA to bolster buyout war chest with Aim listing
Dealings on Aim will start on 30 June 2014, Worcestershire-based AFH Financial says.
06/17/2014
The Swiss private banking group has now announced the appointment of three new relationship managers.
06/17/2014
Investment boutique Kennox Asset Management has launched a Luxembourg-domiciled version of its £304 million flagship equity fund.