06/18/2013
Mr Taylor said the platform would offer everything from custody and settlement to tax reporting, but would cater to requests from individual wealth managers considering using the platform.
06/18/2013
Multi-Family Office Launches
Helps closely-held business owners manage every aspect of family life as it relates to protecting and building their wealth.
06/18/2013
This is “in-depth study into how wealth is now being made, spent and shared across the world
06/18/2013
The seventeenth volume in the Wealth Insights series investigates the different ways in which the global landscape of wealth is changing.
06/17/2013
More recently, however, it has moved into the highly fragmented private banking arena, where local banks with balance sheets of only a few billion pounds fight it out against titans such as JPMorgan, Royal Bank of Scotland (RBS) and HSBC.
06/17/2013
Senior London-based financiers form family office
In a statement, Holbein said it seeks to differentiate itself from other wealth managers by aligning the interests of the partners with those of its clients.
06/17/2013
According to The Times, Coutts wants to reduce its presence in the capital by trimming its seven branches down to two, though it will keep its site on the Strand, located nearby.
06/17/2013
ABN AMRO Private Bank increases cash ahead of QE tapering
ABN AMRO Private Bank says it has cut exposure to equities and bonds
06/17/2013
North America reclaims position as region with most High Net Worth individuals while Asia-Pacific leads overall wealth growth
06/16/2013
Bank of Ireland's private banking division - Probe ‘no impact’ on client funds
Moreover, the bank’s internal audit team was looking into whether clients’ funds had been compromised as part of these irregularities, said the paper.
06/16/2013
Tilney slips further into the red following £4 million suitability bill
Tilney’s directors said: ‘The company’s provision has arisen as a result of the FSCS announcing pre-year-end that an additional levy would be payable by the private wealth management industry, and will result in a future outflow with no
06/16/2013
Nearly Half Of UK's Wealthiest Financiers Are Foreign Born
The total wealth of the financiers in the list exceeds US$27 billion, and foreign born ultra high net worth individuals (UHNWIs) constitute 66 per cent of that total.
06/16/2013
Signia Wealth is currently in discussions with a couple of family offices, one of which is a “fairly long way down the line”.
06/14/2013
Barclays withdraws discretionary service for clients below £100,000
Barclays’ Wealth and Investment division has withdrawn its discretionary management service for direct clients
06/14/2013
We want to know who’s really doing an outstanding job.
06/14/2013
The Cazenove European Fund has been removed from the Wealth 150 list of our favourite funds across the major sectors.
06/14/2013
Wealth managers have fewer clients, but more assets
Evidence of the missing individuals is to be found in empty bankers’ desks and less busy client meeting rooms.
06/14/2013
This award is based on the votes of Financial Times and Investors Chronicle readers, a panel of judges, performance data and interviews with managers.
06/14/2013
He could walk away from Royal Bank of Scotland having earned as much as £14m from the taxpayer-backed bank.
06/13/2013
Seven Investment Management has scrapped its £25 fee to re-register funds off the platform.