10/27/2016
Success At The Global Private Banking Awards
Coutts Won A Total Of Three Awards At Last Night’s The Banker/Professional Wealth Management Global Private Banking Awards
Wealth and Asset Management
10/27/2016
Shoosmiths' Private Wealth sponsors Spear's Wealth Management Awards
Spear's Wealth Management Awards 2016 acknowledge excellence in many aspects of wealth management
10/26/2016
Wealth manager St. James's Place sees asset boost after Brexit vote
Persistently low interest rates underpinned demand for its pension and investment products, as clients put greater store in the firm's face-to-face advice.
10/25/2016
UK wealth managers will need to join forces if EU passporting rights are lost
This is directly linked to the changes that can be expected in the UK’s regulatory framework.
10/25/2016
Cantor Fitzgerald names wealth manager favourites within 'industrialising' sector
Adverse markets in 2016 will put pressure on profits but thereafter the outlook is more favourable
10/25/2016
DBS, Julius Baer weigh bids for ABN AMRO Asia wealth unit
The sale could fetch between $300 million and $350 million, or 1.50-1.75 percent of assets under management, senior M&A bankers said, citing valuations for similar deals.
10/25/2016
Nedbank Private Wealth Recognised for UK and International Excellence
The bank has now accumulated 27 awards in a 16-year unbroken record of winning achievements at these prestigious industry awards.
10/25/2016
Julius Baer, DBS Said to Vie for ABN Amro’s Asia Wealth Arm
ABN Amro hopes to announce a deal by year-end to minimize uncertainty for its private bankers and clients, the people said.
10/25/2016
Wealth manager St James's Place in asset boost after Brexit vote
The third quarter fell between two political turning points in the UK
10/25/2016
Meet the Investment Influencers: Quilter Cheviot's David Miller
The Investment Influencers series, offers insights into how key industry players see the world of investing and expect to deal with such challenges
10/25/2016
Going up by St James's Place
“When I was a boy, the most trusted man in America was the newscaster, Walter Cronkite, who once said, ‘If you’re not confused, you don’t know what’s going on.’
10/25/2016
London tops list for quality of life, sorry Paris and New York
Thirty cities were rated on their culture, entertainment, infrastructure, health and general happiness.
10/24/2016
Do you have that NPS fever? OSAT got you down? Fear not!
This week we’re giving you a crash course in becoming satisfaction savant. Turning sentiment into strategy can be a tricky task but here are a few #satisFACTS to guide you:
10/24/2016
Lady Shifty takes a 13-mile helicopter trip to go shopping: Armed with a £27,000 handbag, shameless Tina Green hops to Nice from the Monaco tax-haven where she shovelled millions from BHS
She opted for a casual look for the journey, pairing black trousers with a dark green animal print jumper and black embellished boots.
10/24/2016
Harrods Bank begins international money transfers
Harrods Bank customers can take advantage of World First’s competitive rates with the same level of personal service and excellence
10/21/2016
Lombard Odier opens private bank office in Milan
The Swiss-based Lombard Odier Group announces today that it is opening an office in Milan for private clients. It will provide the opportunity to be closer to clients in Italy and to drive future growth in this important market.
10/21/2016
Management buyout announced at Coutts & Co Trustees (Jersey)
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/20/2016
Wealth managers ask if women need to change the way they manage their money
Gender pay gap widens significantly after women have their first child
10/20/2016
Close Tactical Select Passive fund range celebrates fifth anniversary
The five year cumulative return for the TSP Conservative fund has been 44.0%, the TSP Balanced 55.8%, and the TSP Growth 58.0%.
10/20/2016
Rathbones plans to raise £38m as bond yields impact DB schemes
Looking to raise £38m