01/17/2014
The specifics of Russian private banking
Although the private banking market is relatively young in Russia, local banks are now capable of competing with their Western colleagues in terms of complex and exotic investment vehicles
01/17/2014
Brown Shipley offers redress for Anglo Irish bond default
Brown Shipley is compensating clients who saw their investments in Anglo Irish and Lambay bonds wiped out after the bank was nationalised in 2009.
01/16/2014
A year on from the RDR, advisers are feeling positive about the future
A year on from the introduction of the Retail Distribution Review, two thirds of advisers are optimistic about their prospects over the next 12 months, with only 10% expecting things to decline.
01/16/2014
ABN Amro Chairman Dons Blue Dress to Explain Core Values
Rather than the usual speech about market conditions, ‘Priscilla Zalm’ outlined how she advised her brother to lead the bank
01/16/2014
Since the beginning of January‚ wealth managers in the Czech Republic have been able to make use of trusts for the first time‚ following extensive changes to the country’s civil laws.
01/16/2014
SR Wealth Management has £10.2 million in assets under advice and generated £63,000 in recurring revenue during its most recent full financial year.
01/16/2014
Polar Capital saw its assets under management rise by 80% over the last nine months of the year.
01/16/2014
Aberdeen Asset Management PLC Thursday said its clients withdrew GBP4.4 billion in the first-quarter, as investors turned against Asian and emerging markets.
01/16/2014
Brewin Dolphin offers support to North East Chamber of Commerce club
Wealth management company Brewin Dolphin has signed up to support the North East Chamber of Commerce President’s Club for the next 12 months
01/16/2014
Arbuthnot Banking in line with forecasts
Arbuthnot Latham has reported strong growth in its assets under management for the fourth quarter
01/16/2014
“If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”.
01/15/2014
"Mutual fund inflows of GBP458 million in the fourth quarter were driven by improved client sentiment and strong delivery from our increasingly broad distribution network," Chief Executive Edward Bonham Carter said in a statement.
01/15/2014
Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London.
01/14/2014
UBS Sees Increasing Swiss Competition in U.K. Wealth Push
UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.
01/14/2014
The service will provide support and networking opportunities for family businesses with a programme of tailored regional seminars, conferences and networking events. These will be supported by the Family Business Insight LinkedIn Group.
01/14/2014
UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.
01/14/2014
Davy Stockbrokers has acquired Northern Irish wealth management firm, Square Seven Financial Planning, which has 400 clients and £75m of assets under management for an undisclosed fee.
01/14/2014
It’s more than just making money – it’s about: Trust, Transparency & Technology
01/14/2014
Other potentially controversial elements are the lack of an upper limit on bonuses for the directors, including Martin Gilbert, who founded the firm 30 years ago.
01/13/2014
A clutch of private-client investment firms, including Rathbones, Towry and Quilter, is believed to be looking over the business, estimated to be worth £50m.