10/03/2016
Plum launches private client division
New offering comes after integration with Synergy which it bought in February.
Wealth and Asset Management
10/02/2016
Wealth manager to sell amid losses
Had accumulated losses according to its most recent accounts filed at the Companies Registration Office
09/30/2016
RBS overhaul sees Adam & Co become Scottish ringfence
RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.
09/29/2016
Setting high standards for private bankers of tomorrow
Be opportunistic, even if it means leaving your comfort zone
09/27/2016
More savers cashing in final salary pensions
An increasing number of final salary pension scheme members want to cash in their plans, according to Old Mutual Wealth
09/27/2016
Close Brothers operating profit up
Adjusted operating profit up 20% to £200.6 million and adjusted basic earnings per share up 25% to 104.1p
09/27/2016
Close Brothers sells funds arm
OLIM's property investment management business was already sold in July 2011 to the management team for £3m.
09/27/2016
Societe Generale expands its private banking offering in Serbia
Societe Generale Srbija’s clients will be served by dedicated staff located in a private banking centre in Belgrade.
09/27/2016
SANNE to lead industry seminars and speaking events across Europe
SANNE will also be leading more seminars and speaking events through to the end of the year.
09/27/2016
St James's Place: "The need to prepare for unsteady futures"
Donald Trump’s unpredictability means investors should prepare for macroeconomic shock.
09/27/2016
Credit Suisse CEO sees no letup to challenges
The same trend of depressed client activity in the second quarter "has continued" into the current period, Mr. Thiam said. Credit Suisse is expected to report third-quarter results on Nov. 3.
09/26/2016
Adapt or die-out in a new world of private banking
The winning formula for private banks as it was in the past decade won’t work going forward
09/26/2016
Wealth managers' business optimism nosedives post-Brexit
The survey revealed that companies are aiming to slowdown recruitment, due to ongoing pressure on margins.
09/23/2016
Private wealth management no longer the preserve of the rich
Retirement planning and the low-interest-rate environment are driving demand for impartial investment advice
09/23/2016
Intertrust completes acquisition of Elian
The combination also enhances the career opportunities available to the combined company`s employees.
09/22/2016
Lord North Street team join forces to launch family office
He performed the functions of an analyst and assistant fund manager at Dalton Strategic Partnership.
09/22/2016
Lombard Odier sponsors Art for Youth London
This highly popular annual art exhibition provided the chance to buy art work by contemporary artists in support of the national youth charity UK Youth.
09/21/2016
Brooks Macdonald casts Brexit worries aside as it posts 12% rise in FUM
FUM as at June 30 stood at £8.3bn compared to £7.41bn as at the same time in 2015
09/21/2016
Saffery Champness : Forthcoming non-dom tax changes and other topical tax issues
The government’s latest proposals for taxing non-doms, and planning for the changes in the run-up to April 2017
09/21/2016
Tony Blair announces he is closing down his business empire
Dealings of former Prime Minister have been source of controversy since he left office