02/24/2013
The awards presented recently to Nedbank Private Wealth were an outright win of the category Best Private Bank for High Net Worth Clients US$1m to US$10m, and an equal first for Relationship Management, both for the Jersey region, under the Global Award C
02/21/2013
Nick Travis and Kevin O’Shea named in Citywire Wealth Manager’s Top 30 under 30
The entrants are decided on a combined basis of academic success, professional qualifications, and the impact they have had on the business they work for.
02/21/2013
Swiss private bank opens London office
“It fits very much within our strategy of chasing global entrepreneurs,”
02/21/2013
Sterling McCall director Steve Moseley said that cost, functionality and usability dictated the platform switch.
02/20/2013
"The research shows that RDR has been a tipping point in the use of DFMs among advisers as the challenges of operating successfully in a new environment bring the benefits into sharp relief."
02/20/2013
Sanlam acquires two more IFA businesses
Sanlam Private Wealth has acquired two new IFA businesses for an undisclosed sum
02/19/2013
Profit falls at private client and investment manager as £1m FSCS bill hits.
02/18/2013
Exclusive jewellery boxes by world renowned designers available for charity
‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts
02/18/2013
Global Equities Appointment - St. James's Place Wealth Management
Initial amount of approximately £2 billion and is expected to be funded within the next week.
02/18/2013
The proposition will give access to Barclays Wealth & Investment Management funds
02/17/2013
Lib Dem Wealth Tax Crackdown On Heirlooms
Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.
02/17/2013
Saxo Bank stamps footprint on Middle East's wealth business
Private wealth in the region took a beating during the financial crisis, as the Arabian Gulf's property crash and a collapse in equity markets hammered assets.
02/17/2013
European private banking group launches new UK merchant bank
The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.
02/17/2013
WH Ireland Buys Former Seymour Pierce Wealth Management Unit
The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.
02/17/2013
In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,
02/17/2013
Gregor MacIntosh will head up the firm’s global and emerging fixed income teams
02/17/2013
The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.
02/17/2013
The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.
02/14/2013
Rothschild parent's Q3 revenues rise 22 pct
Also bolstered by a jump in merchant-banking proceeds.
02/14/2013
Art Boom Forces Wealth Advisers to Develop an Eye
Even if collections are more like hobbies, financial advisers to the rich can't ignore the power that those beautiful and rare objects can hold over their clients - or the damage they could do to a client's financial well-being.