05/20/2019
Why high net-worth families in the Middle East are looking to Guernsey for private wealth solutions
A final word on demographics and global wealth trends.
Wealth and Asset Management
05/20/2019
Ruffer prepares for Brexit with new Paris office
Ruffer said the Paris office is a 'natural extension' of its efforts to serve continental European clients
05/17/2019
Trusts will keep the assets in the family
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
TOP NEWS: Investec Progresses Demerger; Sees Annual Profit Rise
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
Meet Tate Edwards, Founder of charity Milly Days and Sanlam graduate trainee
Tate set up the charity with her mother a few years ago and it has gone from strength-to-strength.
05/17/2019
Wealth CEO plans new venture after controversial exit
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
UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
05/16/2019
Handelsbanken set to close its three branches in Estonia, Latvia and Lithuania
Handelsbanken has had business operations in the Baltic States for ten years.
05/16/2019
Helping Brewin Dolphin invest in its future
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 manager Investec Click & Invest shuts down
Digital wealth management provider Investec Click & Invest is to shut down and has closed to new clients from today.
05/16/2019
Financial centres in competition – EU market access as key factor
An institutional framework agreement with the EU is a prerequisite for improving access to the market.
05/15/2019
Deutsche Bank Does Away With Daily Grind
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
ABN Amro first-quarter profit tumbles 20 per cent
The Q1 2019 net profit was EUR 478 million.
05/15/2019
Further afield
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
Wealth management firm completes first deal of 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.
05/13/2019
Schroder family fortune dives £1.2bn in Rich List
Andy Bell and Terry Smith enjoy a more prosperous year according to Sunday Times
05/13/2019
UHNW Management partners with Leptos Estates in Cyprus
Internationally regarded as the NUMBER ONE home builder in Cyprus and Greece, Leptos Estates has a 58-year success story, so it was naturally the right fit for us.