09/08/2014
The average sale price of prime property in central London between June and August 2014 was £4.7 million, up from £3.7 million in the preceding three month period, the latest data shows.
09/07/2014
Quilter Cheviot rejects £600m Old Mutual bid as Investec lurks
A flurry of deals has been accelerated by regulatory reforms known as the Retail Distribution Review, which have altered the way that wealth managers are remunerated for their work, shifting from a largely commission-based system to one predicated upon th
09/07/2014
Stockbroker snaps up private wealth unit
The land grab continues among the stockbroking community.
09/05/2014
Credit Suisse combines Europe private bank
Significant progress has been made in solving legacy cross-border tax matters with the aim to finalise by the end of 2015
09/05/2014
Why financial planning trumps wealth management
Many of these changes have been subtle and confined to our back offices.
09/05/2014
Three ways to protect your wealth in the event of a Scottish Yes vote
As a successful push for Scottish independence appears more likely, Barclays analysts suggest that there are still ways to hedge against a Yes vote
09/05/2014
Rothschild Sees “New Monetary World” & Recommends Hedges
Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio
09/05/2014
HSBC Private Bank moves Swiss trust business to Jersey
The bank will retain Swiss-based trust front offices in Geneva and Zurich, as HSBC Switzerland is a key international booking centre for its global private banking operations.
09/04/2014
The FCA is expected to reveal its findings at the end of September
09/04/2014
The wealth management group also offers CloseToMyPension Dynamic
09/04/2014
Succession assures more acquisitions
“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”
09/03/2014
Head of financial planning Danny Cox (pictured) said the service would likely involve a self-select risk-rated model portfolio service, but added the finer details, such as a time-frame for a launch, were yet to be decided.
09/03/2014
An adviser fears that the struggle to find a good paraplanner could hold back his new company.
09/02/2014
Cambridgeshire IFA gets nod on discretionary permissions
The firm manages around £85 million of clients’ assets in the portfolios.
09/02/2014
Psigma: ‘Back to basics’ wins IFAs over
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
European Wealth Group opens Manchester office
With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals
09/02/2014
ABN AMRO further strengthens private banking in Europe
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
Novia takes £250k stake in advice firm
Tavistock Investments incorporates advice business Tavistock Partners and discretionary firm Tavistock Wealth.
09/02/2014
The agenda for the day includes a variety of panel sessions
09/02/2014
Guernsey Finance’s annual industry update is getting a fresh look this year, with a debate on risk appetite taking centre stage.