10/05/2015
Credit Suisse boss looks to entrepreneurs for Asian growth
Credit Suisse is currently the fourth-biggest global player in private banking
Wealth and Asset Management
10/02/2015
Old Mutual Wealth and Intrinsic launch national advice firm
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.
10/02/2015
Working with wealth
High Net Worth can be a lucrative area for brokers who understand the market and the high end lifestyle of the HNW client.
10/02/2015
Bedell Trust strengthenes private wealth management team
Further developments are planned as we position ourselves as an award winning market leader in the provision of fiduciary, funds and corporate services to clients world-wide.’
10/02/2015
Family Office Solutions: A Malta Perspective
FinanceMalta is organising a wealth planning event for Family offices and their representatives.
10/02/2015
Mid-sized Italian bank says seeking new buyer for private bank
The unlisted cooperative lender, one of 13 Italian banks under direct ECB oversight, is preparing to raise up to 1 billion euros in cash from investors to strengthen its capital.
10/02/2015
Libyan sovereign fund happy with investments in Italy
Set up in 2006 to manage Libya’s oil revenue surplus, the LIA is the largest sovereign wealth fund in Africa
10/01/2015
Depositors' Compensation Scheme Consultation
There's a chance to have your say on a new consultation that proposes to change the order in which recovered money is repaid in the event of a local bank becoming insolvent.
10/01/2015
Rathbones snaps up Cornwall-based IFA
In October 2012 Rathbones purchased a 19.9 per cent stake in the Vision Group for £2m and the wealth manager had now announced that it has agreed to purchase the remaining 80.1 per cent, subject to regulatory approval.
10/01/2015
Private bank to merge Jersey and Guernsey operations
63 people are employed by them in Jersey, and 92 in Guernsey.
10/01/2015
BMB Refocused as Specialist Advisor and Investor for Forbes 500 Families
The BMB Group, founded in 2006 by members of Asian and Gulf based ruling families, has refocused its business to provide capital and specialist advice exclusively for Forbes 500 families.
10/01/2015
Old Mutual Wealth eyes online simplified advice service
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
09/30/2015
Gemma Godfrey to launch online wealth manager
Clients will be able to access the service through www.moo.la, which former Wealth Manager cover star Godfrey said will ‘[provide] a set of easy to use apps and services for financial freedom at your fingertips
09/30/2015
Shakes not quakes
In light of market volatility, it is important to remember that global GDP growth looks healthy; China’s growth rate still remains significantly higher than the global average and calmer days should follow a Fed rate rise.
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Integration of Philadelphia Financial and Lombard International Assurance Forms Industry Leader in Global Wealth Management Solutions
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
SJP hunts for advisers ‘no previous experience required’
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
French Duncan re-brands wealth management arm
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/29/2015
Will fintech kill your banking job?
After all, their raison d’être is to make financial services more efficient by increasing its reliance on technology and reducing its reliance on humans.
09/29/2015
Ireland’s largest wealth manager aims to be largest in Northern Ireland
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.