11/09/2016
Who are the Rothschilds? And are they really behind all major global events?
The Rothschilds are one of the most powerful dynasties in the world
Wealth and Asset Management
11/08/2016
Quilter Cheviot announces partnership with Transact
The Quilter Cheviot MPS provides a range of discretionary investment portfolios which offer clients diversified exposure to global financial markets.
11/08/2016
Are wealth managers blocking property fund reform?
Moves to reform open-ended property funds after their second crisis in a decade are underway but some wealth managers are resisting.
11/08/2016
Old Mutual Wealth appoints Infrared to activate England Rugby sponsorship at Twickenham
UK’s leading wealth management business appoints global experience marketing agency to deliver hospitality and ticket management programme
11/08/2016
CI Expert made available to SJP partners
The service utilises an extensive statistical database to evaluate competing plans and generates a detailed analysis by condition of both current and existing plans.
11/08/2016
Swiss Stability The Antidote to Uncertain Market Conditions?
Credit Suisse reports the Swiss economy is set to expand by 1.5% in 2017.
11/07/2016
Demand grows for private banking as banks shut down branches - but how rich do you have to be to qualify?
It has just increased the number of staff dedicated to the service by a third.
11/07/2016
The Big Interview: Duncan Gourlay of Weatherbys Private Bank
The private bank arm launched in 2006, open to individuals with a net worth of more than £3 million or an annual income in excess of £300,000.
11/07/2016
HSBC in crisis as profits drop 86 per cent amid calls for criminal tax probe
The bank's announcement comes after it was revealed the sale of its Brazilian unit cost it £1.4bn.
11/06/2016
Old Mutual AM: ‘The Federal Reserve will raise rates in December’
CEO dismisses passive investing and won’t reveal his choice for the next US president
11/06/2016
The Americans are coming — lock up your funds
Asset managers in the US are looking to London
11/04/2016
Equilibrium sees turnover soar
The financial planning specialist now looks after more than 850 families and manages over £595m worth of assets.
11/04/2016
Van Lanschot reports AUM up
Despite the typically lower client trading volumes over the summer, commission income was stable compared with the first two quarters of 2016.
11/04/2016
The Flurry of November: TLP, Spears and Seminars by Penny Lovell
This week saw the fourth module of the Trustee Leadership Programme, which we run in partnership with Cause4 and The Clothworkers’ Company. The final “matching” evening will take place in a few weeks where participants will have the oppo
11/03/2016
Schroders reports wealth management profit dip
UK bond and equity prices hit simultaneous record highs and investors began to question asset prices
11/03/2016
The Wealth Finance Brief - Fieldfisher
In this edition of The Wealth Finance Brief we have sought to highlight the recent developments in the legal world which we think are of most relevance to private bankers.
11/03/2016
The Iron Curtain Lifts For Family Offices
While the first generation of Russian businessmen is in place, the next generation requires professional attention and care.
11/03/2016
Munich-based Multi-Family Office Acquires skytron energy
Liberta Partners is a group of long-term investors with extensive experience in managing mid- to large-sized companies.
11/02/2016
Spear’s Wealth Management Awards 2016 winners announced
The 2016/17 edition of The Spear’s 500 was also launched on the night, releasing the names and rankings of the 750 top private client advisors
11/01/2016
Have you seen the Isle of Man's new Business Toolkit?
Simon Pickering, Head of On-Island Development, said "our new strategy is to ensure local financial & professional services businesses are aware of all current DED initiatives".