10/13/2015
Fund for the Circassians, 1864 - C. Hoare & Co
Manuscript of the Month
Wealth and Asset Management
10/13/2015
S&W eyes family office growth as banks withdraw
A huge amount of wealthy families have become disenfranchised with banks.
10/12/2015
Deutsche Bank considers sale of life insurance unit
Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units
10/12/2015
One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
10/12/2015
Bellpenny makes it 32 buys after double swoop
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
10/12/2015
Boutique founder Frank Lingohr dies
His achievements were distinguished with many renowned awards
10/11/2015
Divorce: myth-busting and education by Penny Lovell
With the findings published, we invited everyone from psychotherapists to divorce lawyers and accountants to the Connaught Hotel to put our heads together once again, share professional experiences and use this insight to draw some final recommendations t
10/11/2015
Standard Chartered to axe senior jobs
A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.
10/09/2015
Family offices are targets for hackers
Cyber security – under attack!
10/08/2015
Profile: Coutts International's new Swiss owners have big plans
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
Deutsche Bank Looming Bonus Hit Seen Sparking Senior Departures
Germany’s largest bank may struggle to retain senior investment bankers as rival U.S. firms seek employees to grow their mergers and acquisitions franchise amid a boom in deal-making.
10/08/2015
Wealth managers stand by WMA as turmoil surrounds IA
A number of disillusioned fund groups, including Schroders and M&G, appear to have lost patience and faith in their trade body.
10/08/2015
Trouble from sovereign wealth funds
The end of the commodity supercycle will have complex effects on India
10/08/2015
TA Associates Buys Russell for $1.15B
The private equity firm agreed to take over Russell Investments and its $266 billion of managed assets from the London Stock Exchange by the first half of 2016.
10/07/2015
Elian Shortlisted In GCC Region Awards 2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
Amundi chief Yves Perrier keen to create global asset management brand
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale
10/07/2015
National IFA unveils simplified advice plans
The simplified service is called Simply EQ and will be launched at the end of October.
10/07/2015
Impax launches Leaders fund after OMGI snub
The new Impax Leaders fund will be managed by Hubert Aarts and launched under the company's Irish Ucits umbrella.
10/07/2015
Alternative ways to get exposure to Lloyds
If you don’t want to wait six months to invest in Lloyds Bank shares, AXA Wealth has identified 3 funds with exposure in Lloyds and other UK banks.
10/06/2015
Brooks Macdonald still a solid investment case, says deputy CEO Shepherd
Andrew Shepherd, deputy chief executive of AIM-listed wealth management group Brooks Macdonald, discusses the growth for the business since its IPO in 2005 and its investment approach going forward.