10/11/2012
Ashcourt Rowan looks to expand financial planning arm with new offices
The firm has also made a number of job cuts at its Bath office, including intermediary relationship manager Derek Geen leaving.
Wealth and Asset Management
10/11/2012
French wealth management firm takes over boutique
They have joined forces with the Paris-based firm as it aims to build a 'multi-boutique' concept by joining forces with independent partners.
10/10/2012
Liverpool-based wealth management company is expanding
The company provides clients with a private web portal to view and manage investments and delivers a valuation of their portfolio every time the system is accessed.
10/10/2012
Rabobank weighs bids for asset manager Robeco
Rabobank is in talks with various bidders and is evaluating the offers, one of the people said.
10/10/2012
Dutch selection firm joins forces with advisory group
The firm was founded in 2008 and offers asset management for private investors, foundations and institutional investors.
10/10/2012
Generali Opens New Bologna Asset, Wealth Management Office
Banca Generali has launched a new office in Bologna, Northern Italy, where it has implemented new technology solutions to offer to its clients advanced financial planning tools.
10/09/2012
HSBC wealth management employees on strike
The Malta Union of Bank Employees said in a statement that it has written to the Justice Minister requesting the appointment of an Industrial Tribunal
10/09/2012
Online private banking service aims to offer portfolios ‘for everyone’
The start-up is hoping to take advantage of this with its online service for anyone with at least £1000 to invest.
10/09/2012
Brewins reveals £3 billion of client assets now in UK investment companies
Brewin Dolphin, which has 40 offices throughout the UK and the Channel Islands, established its dedicated Investment Trust Research department five years ago, under the leadership of John Newlands with investments totalling £1.7bn at that time.
10/09/2012
Global household wealth falls 5.2% - Credit Suisse RESEARCH
The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer
10/08/2012
Seven Investment Management joins SUGGESTUS
Following an extensive due diligence process, 7IM has also been awarded the ARC Approved Due Diligence Kitemark.
10/08/2012
Garber and Hannam to Buy FF&P’s Russian Assets
The value of the transaction wasn’t disclosed
10/08/2012
More than 400 €1million homes put on the market in Paris since socialist Francois Hollande elected to power
Many of France's super-rich want to escape to 'wealth-friendly' countries like Britain, Switzerland and Luxembourg.
10/08/2012
Van Lanschot successfully issues EUR 500 million of senior unsecured bonds
The bonds have a 4-year term
10/08/2012
HNW join ranks in not trusting banks
Some 70% of the UK’s wealthy with over £250,000 investable assets have less faith in the banking industry compared to one year ago.
10/08/2012
Boris courts French wealth
"We say to the people, not since 1789 has there been such tyranny in France," Mr Johnson joked, referring to the French Revolution. "I am very keen to welcome talented French people to London."
10/07/2012
Wealthy Russians turn to private banks for lifestyle solutions
Various Russian asset managers and private banks offer art banking solutions.
10/07/2012
Sweden gets tough on millionaire tax dodgers
Over six billion kronor have come in from Switzerland and Luxembourg alone.
10/07/2012
Wealthy cut spending and limit investment
“This research shows that even high-net worth individuals are cutting back on a variety of spending.
10/07/2012
50 years of James Bond: Evening charity auction totals $1,214,448 at Christie's
Within the first 90 minutes of the auction every item listed had received bids originating from over 40 countries.