02/11/2016
Bordier (UK) secures rare triple for third consecutive year
Independent research agency Defaqto awards maximum 5 Star Rating for Bordier (UK)’s trio of discretionary propositions
Wealth and Asset Management
02/11/2016
Exeter-based wealth manager to launch DFM and platform proposition
“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu
02/10/2016
St. James's Place - "The UK Chancellor appears to remain committed to radicalism"
Higher rate UK pension tax relief looks increasingly threatened as speculation mounts that George Osborne will introduce a 25% flat rate of tax relief on pension contributions in the Budget. As well as saving the Treasury money, the reform would redistrib
02/10/2016
Why European banks exiting U.S. wealth management matters
This could have implications for the careers of everyone in the industry.
02/10/2016
SJP under fire over system failure that left clients stranded
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
Wealth manager buys insurance broker
Chesham has over 40 years worth of experience in the commercial and personal insurance sectors, serving clients throughout the UK.
02/10/2016
Credit Suisse boss says European banking panic is overdone
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
UBS wealth arm considers launching robo-advice
Robo is a reinvention of the industry
02/10/2016
RBC wins top awards for innovation in global private banking and wealth management survey
Survey results are based primarily on a peer ranking methodology.
02/10/2016
WealthInitiative launches platform for real estate, art and passion investments
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Leading fiduciary and fund administration firm makes another acquisition
Offering support services to companies moving abroad is a core business and of growing importance.
02/09/2016
London audience hears of Guernsey's funds advantages
The masterclass was hosted by Guernsey Finance in conjunction with the Guernsey Investment Fund Association (GIFA).
02/09/2016
Wealth managers warn over-regulation of 'closet trackers' may not solve Europe-wide problem
The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio
02/09/2016
Deutsche Bank CEO says bank ‘rock-solid’
He stressed the bank was investing in hiring more people in Equity Sales and Research in an attempt to regain its leadership in the equities markets.
02/09/2016
Financial Advisers Give Quilter Cheviot Gold Seal of Approval
“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an
02/08/2016
Once again, Fred got a little behind in his taxes: Five things to consider ahead of the tax year end Feb 5, 2016
“The beginning is the most important part of the work.” – Plato
02/08/2016
Credit Suisse CEO to waive part of bonus after loss -Sonntagszeitung
Switzerland's second-largest bank reported a worse-than-expected 2015 net loss of 2.94 billion Swiss francs $2.97 billion after booking a big impairment charge at its investment banking business.
02/08/2016
BNP’s wealth management division sees surge in net inflows
Good inflows into BNP Paribas’s Wealth Management division, driven by domestic and Asian markets, resulted in annual assets under management growth of 6.8% to €954bn in 2015.
02/08/2016
Octopus and Owen James host breakfast briefing for Heads of Wealth Planning
The breakfast included a talk on the theme of inter-generational wealth, led by James Brown, head of client services at ComPeer, a business management consultant firm.
02/08/2016
HSBC 'to stay in London' as board meets for final decision on HQ
Locations including Hong Kong, Singapore, the US, Frankfurt and even Canada have all been hinted at as possible alternatives, but because much regulation in the industry is global, it has proved hard to find compelling arguments in favour of leaving Londo