01/19/2016
Brewin's research team shift underweight UK equities for first time since 2010
Brewin Dolphin's research team have moved underweight UK equities for the first time in over five years, rotating instead into US holdings.
Wealth and Asset Management
01/18/2016
How Tilney Bestinvest is preparing for Chinese hard landing
As a response to the market volatility in China, Tilney Bestinvest reduced equity weightings twice through the summer in favour of cash.
01/18/2016
The persistence of memory by Penny Lovell
Markets have had their worst start to the year since the 1930s, a time when stock exchanges were run on physical tickers, alcohol was still illegal across the pond and “High Net Worth” was the definition of any person who could afford indoor
01/18/2016
Bowie the Financier & RBS the Fantasists by Justin Urquhart Stewart
Mr Bowie - A polymath of the arts - but also a financial innovator - The Bowie Bonds.
01/18/2016
Equilibrium crowned 'firm of the year' in awards
The wealth management and investment specialists received the accolade for the second consecutive year at the prestigious ceremony held at Park Plaza, Westminster.
01/18/2016
London staff at Credit Suisse face grim news
The Swiss bank will this week tell up to 1,800 London staff their jobs are at risk, following through on a cost-cutting commitment made in October
01/18/2016
Investor group buys Barclays' offshore trust business
"In terms of expansion plans, we will be hiring in all our main locations and also offer additional services to existing clients - this is where the growth will come from," new Chief Executive Niels Nielsen said.
01/15/2016
BTG's BSI Private Bank Draws Interest From Swiss bank
BTG has been seeking to sell assets since the arrest in late November of Andre Esteves, its chief executive officer and chairman at the time.
01/15/2016
Ex-SG Hambros & Barclays duo launch Private Investment Office
Two senior names in the wealth management industry have joined forces to launch the Private Investment Office.
01/15/2016
EU referendum: UBS chief executive Sergio Ermotti says London has "lost a lot of its attractiveness" but Europe would lose out in Brexit
The Treasury had originally proposed that under the regulations, senior executives would be forced to prove their innocence when misconduct happened
01/15/2016
Canaccord Genuity Wealth Management fund experts in Citywire top 100
The list recognises strong performance and the value added to portfolios.
01/14/2016
Irish wealth manager enters London private client market
The office will initially be headed by Stephen Felle, group head of regional offices, Ireland & UK.
01/14/2016
2015: A Year in Review By Katherine Garrett-Cox, Chief Executive, Alliance Trust
You will be aware that 2015 has been an eventful year for Alliance Trust. While it has taken a lot of time and effort, I am confident that the new structure will make the Trust easier for the market to understand and easier for the team to manage, to the
01/13/2016
HSBC to stay in Britain, says Aberdeen chief Martin Gilbert
Aberdeen, which has a 2.3 per cent shareholding in HSBC, would back the lender's board
01/13/2016
Swiss boutique acquires Williams de Broë division from Investec
Jason Sharp, Henry Simpson and Steve Holmes join Bellecapital as part of the Swiss company’s move to expand its London business.
01/13/2016
New partnership will see national firm growing its private client base
It has huge potential to grow our private client base in which we have made significant investment, and it adds a further corporate partner to our portfolio. This is an area we are keen to develop for the business.”
01/12/2016
Wealth boutique founder dies
Richard, who leaves a wife three daughters, spent 12 years working for Switzerland-based multinational financial services firm Credit Suisse before setting up Artorius Wealth in 2014.
01/12/2016
ETF boom and more wealth manager consolidation: The Contrarian's 2016 watchlist
2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.
01/12/2016
Here's the advice Goldman Sachs is giving its multimillionaire clients
Being a wealthy client at a big Wall Street bank comes with its advantages.
01/12/2016
Brewin Dolphin remains bid target after investment chief exits
The wealth manager could attract bids at a 50pc premium to the current share price as turnaround continues, says Questor