05/20/2019
The business won Trust Company of the Year, while Darren Kelland, Global Head of Private Client Services, was named Trustee of the Year. Hawksford also came runner up in the Family Office of the Year category.
05/20/2019
The move follows Foster Denovo’s acquisition of Kent firm Orchard Wealth Cultivation in February, when the firm announced its growth strategy, with more deals expected in 2019.
05/20/2019
A final word on demographics and global wealth trends.
05/20/2019
Ruffer said the Paris office is a 'natural extension' of its efforts to serve continental European clients
05/17/2019
There are many different kinds of trust to choose from; according to HMRC, these include bare trusts, interest in possession trusts, accumulation trusts, mixed trusts, settlor-interested trusts, discretionary trusts and non-resident trusts - and different
05/17/2019
In the twelve months to March 31, Investec's pretax profit increased 7.8% to GBP687.2 million from GBP637.5 million the year prior.
05/17/2019
Tate set up the charity with her mother a few years ago and it has gone from strength-to-strength.
05/17/2019
Aram told Wealth Manager he is keen to partner with wealth managers and plans to approach firms in the months after the app launches.
05/16/2019
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
05/16/2019
Handelsbanken has had business operations in the Baltic States for ten years.
05/16/2019
The team also advised during negotiations including on complex variations to the headlease and an agreement to take control of the reception whilst Brewin Dolphin is the tenant of the office areas.
05/16/2019
Digital wealth management provider Investec Click & Invest is to shut down and has closed to new clients from today.
05/16/2019
An institutional framework agreement with the EU is a prerequisite for improving access to the market.
05/15/2019
The Swiss branch of the German bank is embarking on a different path than most of its rivals and also the one chosen by its owner.
05/15/2019
The Q1 2019 net profit was EUR 478 million.
05/15/2019
Quilter Cheviot, an investment manager, has nine regional offices around the UK in all the Cities we mention herewith, in addition to London.
05/14/2019
Deutsche Bank-UBS talks on asset management merger stall
Such a tie-up still made strategic and financial sense and they did not rule out that talks may eventually be revived, three sources said, but both banks had wanted to drive the venture.
05/13/2019
The future of private banking in Germany: Four trends shaping the market
Expect to see more strategic partnerships, mergers and acquisitions in the latter half of 2019.
05/13/2019
It may make two more deals before the end of the year which could tip AUM over £1bn
05/13/2019
Dolfin Completes The Acquisition Of Private Wealth Business
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.