10/06/2013
Sudden wealth sickness and succession planning
Be prepared to dump all your old beliefs about money and rich people because wealth in the world is evolving fast.
Wealth and Asset Management
10/06/2013
Apcims rebrand aims to boost services
The new groups will be available for member firms to approach with issues.
10/06/2013
IFA launches ethical portfolios which donate portion of AMC
Under the scheme the client chooses a percentage of their annual gain to donate to charity and that will be matched by TAM which will give the same percentage of its management fees.
10/06/2013
Fidelity launches Undiscovered Talents fund for HNW clients
Fidelity said the launch does not represent a full-scale move towards providing new funds for its direct customer base
10/06/2013
Mariana launches structured income plan via IoM insurance wrapper
Mariana Capital has launched a new income plan for HNW clients through its fledgling structured products arm
10/03/2013
Close Bros Boss: Up 'Wallet Share' or Lose Clients
Close Brothers Asset Management has significantly grown its ‘share of wallet’ among its clients
10/02/2013
Stanchart, DBS, HSBC among bidders for SocGen Asia private bank -sources
SocGen is selling the unit as part of wider restructuring to cut costs and boost profits
10/02/2013
Even a ‘Millionaire’ Cannot Expect Good Service At the Bank
Banks for the rich are not always better than banks for the rest of us
10/01/2013
KMD Private Wealth wins IFP David Norton award
Our thanks go to all those firms who continue to support this award by providing such valuable consultancy days as a prize for the winning firm
10/01/2013
Wealth’s 80/20 Geographic Resource Reshuffle
The 80/20 rule is alive and well and taking a grip on the global business strategies of some of the leading wealth managers.
10/01/2013
Virtual FinFair: Bringing Independent Wealth Advisors Together … Virtually
On November 6, 2013, a world first will take place.
10/01/2013
Ex-Eurhythmic Dave Stewart and Former Credit Suisse CEO to Launch Global, Artist-Focused Bank
His project partner and co-chairman of First Artist Bank is Michael Philipp, the former chairman and CEO of Credit Suisse Europe, Middle East and Africa and a former senior executive at Deutsche Bank.
10/01/2013
ARC Private Client Indices
The September and Q3 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
10/01/2013
Coutts boosts Strategic Solutions team
His role will include strengthening relationships with corporate finance houses to build on the flow of investment ideas that can be offered to meet the increasingly sophisticated requirements of Coutts’ Private Office and Ultra High Net Worth (UHNW
10/01/2013
Bristol accountancy firm Smith & Williamson has double win at a prestigious industry awards event
The firm was also a finalist in the multi-family office team of the year category.
10/01/2013
Investec Strategic Bond Fund removed from Wealth 150
The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.
09/30/2013
Six wealth management firms bring £500m AUM to Succession
Six more set to join by year-end, company claims
09/30/2013
Charles Stanley Says Half-Year Results To Meet Expectations
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
Swiss private bank opens branch in Mannheim
The bank now has a total of eight offices in Germany
09/30/2013
AFH Wealth management on the acquisition trail again
This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.