01/03/2017
Rothschild & Co and Compagnie Financière Martin Maurel announce the completion of their merger
The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.
Wealth and Asset Management
01/02/2017
Big-hearted Ken to give away millions
The foundation has since chosen to support Kids Cancer Charity, formerly the Christian Lewis Trust, in Wales, by paying £50,000 for a specially-adapted caravan that will be used for respite breaks.
01/01/2017
farewell (to 2016) - Andrews Gwynne
The departure of so many famous faces in 2016, makes one realise that we all have an expiry date and that Inheritance Tax planning, with an up to date Will and Power of Attorney should be a high priority in the New Year
12/30/2016
Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific
We wouldn’t describe ourselves as consolidated in any way shape or form
12/30/2016
Old Mutual to make 'important' changes to adviser offering
He said Old Mutual Wealth would also be looking at its proposition, with its protection offering already earmarked for an upgrade.
12/26/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/26/2016
Signs that wealthy Chinese investors are looking to diversify their wealth
As 2016 ends, I am looking forward with confidence to the year ahead. In this newsletter, you can read about some of the activity undertaken this year.
12/23/2016
ZEDRA Announces the Acquisition of Interconsult
The merger will add value to Interconsult's existing clients through ZEDRA's global business offering and network.
12/23/2016
UBS Acquires Key to La Maison
Why make an exception to the rule for such a tiny company?
12/23/2016
Italian family firms take direct route in quest for better returns
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/22/2016
Michelle Mone goes into business with billionaire beau Douglas Barrowman
MMI Global Limited was incorporated last week, with Lady Mone owning 49 per cent of the shares, and Mr Barrowman’s Isle of Man firm Knox Limited owning the other 51 per cent.
12/22/2016
Justin Urquhart Stewart's share tip for 2017 and why he backs the banks
He also has his 2017 tip of the year, advice for income seekers and FTSE 100 prediction.
12/22/2016
ZEDRA announces the acquisition of Luxembourg corporate trust service firm
The acquisition will increase ZEDRA’s size to nearly 380 staff worldwide.
12/22/2016
How Aberdeen is beefing up its multi-asset business in Asia
This is in contrast to what other multi-asset managers in Asia are doing, which is adding headcount on the client-facing side of the business but doing the investment management from their offices in London or New York.
12/22/2016
Sandaire: Investing 20 Years in Family Business
Sandaire as a business has evolved from initially being created purely to respond to the demands of my own family
12/22/2016
London Masterclass To Consider Impact of Brexit On Fundraising
Guernsey Finance Chief Executive Dominic Wheatley said the UK’s vote to leave the European Union had posed many questions for the funds industry
12/22/2016
Mysterious times: 2017's challenges for wealth and fund firms
In a report on the industry, EY highlights eight key areas of focus next year.
12/21/2016
Chartered status for Nottingham wealth management company
All Chartered Financial Planners are required to demonstrate their commitment to the CII’s Code of Ethics
12/21/2016
Vistra Announces Acquisition
We are pleased to have reached an agreement with Vistra. For Jordans to become part of Vistra, with its wide global footprint,
12/21/2016
Praxis Fund Services (UK) assists with the launch IPO for Bellevue Asset Management AG
The investment objective of BB Healthcare Trust plc is to provide shareholders with capital growth and income over the long-term, through investment in listed or quoted global healthcare companies.