04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
Wealth and Asset Management
04/03/2013
Ex-Barclays advisory head plans low cost online wealth firm
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
Coutts CEO appointed to Walpole board of Directors
Michael joined Coutts, the Wealth division of the Royal Bank of Scotland Group, in June 2009, as Chief Executive of Coutts & Co and as a Director of Adam & Company. co
04/01/2013
Baer says Merrill Lynch unit integration on track
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
Coutts warns clients of threat from debt markets amid bubble fears
Coutts, the high-end private bank, has warned its clients against exposing their fortunes to a potential collapse of the high-yield debt market amid growing concerns of a new global credit bubble.
04/01/2013
Towry announces strong financial performance in 2012
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Clariden Leu 'Europe' becomes Falcon Private Wealth
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
Family business centre launched
The centre will function through a dedicated team based in Paris
04/01/2013
RC Brown opens Surrey office for south east push
Investment director Alan Beaney said: ‘We are planning to target the South East of England and have a base there because some private clients and their advisers like local firms. It is a way of expanding our footprint and attracting business in the
04/01/2013
Standard Life CEO pay package tops £5m
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
04/01/2013
Expectations of High Net Worth investors across Europe - JP Morgan Private Bank study
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
03/31/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
03/28/2013
Wealthy in emerging markets: Africa, Central & Eastern Europe, Middle East - RESEARCH
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
East Anglian Wealth Management Company wins national award
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
Towry acquires Glasgow-based adviser firm
They will continue to service all existing clients.
03/27/2013
Credit Suisse Agrees to Sell JO Hambro Division for $76 Million
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.
03/26/2013
Credit Suisse to buy Morgan Stanley's wealth management arm
The businesses with a total of over USD 13 bn of assets under management are based in the UK, Italy and Dubai, serving predominantly international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients across Europe.
03/26/2013
Wealth management group optimistic as losses fall
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m
03/26/2013
Liontrust doubles AUM to £3bn
The amount of money managed by Liontrust Asset Management almost doubled over the past year
03/25/2013
Bermuda-based group targets JO Hambro IM
The Swiss bank had been seeking a buyer for JO Hambro Investment Management for most of last year.