03/19/2015
Nerine in the running for Citywealth Independent Trust Company of the year
The shortlisting follows hot on the heels of Nerine’s win in the ‘Best Independent Trust Company’ category at the prestigious STEP Private Client Awards last year.
Wealth and Asset Management
03/18/2015
Bringing the C-Word back to Wealth Management by Annie Catchpole, Scorpio Partnership
If your wife tells you that she doesn’t want a birthday present, should you buy her one anyway?
03/18/2015
Brewin and Towry ranked top advisers for digital engagement
Brewin Dolphin has topped a list of the best financial adviser digital content and communications, in a study which was broadly critical of the digital engagement of most adviser firms.
03/18/2015
Halifax Share Dealing Wins the Public Vote
At a ceremony at The Guildhall last night announcing the winners of The City of London Wealth Management Awards, Natasha Kaplinsky presented Halifax Sharedealing with the Award for Best Execution-Only Equity Sharedealing Service.
03/17/2015
HSBC sneaks out details of £4m windfall for 11 executives
The biggest winner was Samir Assaf, the head of its investment bank, who received shares worth almost £1.1million.
03/17/2015
HSBC begins closing Jersey accounts
The bank is carrying out checks on the identity and address of thousands of its customers on the Channel Islands, and is closing accounts that do not meet tax compliance standards.
03/17/2015
New investment firm intends to 'shake up' cash market
Aiming to 'shake-up' the cash deposit market, the service allows users to have a new account with an underlying bank in 24 to 48 hours.
03/17/2015
Espírito Santo’s Miami Bank in Talks to Be Bought by Benacerraf Family
Arm of collapsed Espírito Santo empire in negotiations with Venezuelan banking family
03/17/2015
Job losses as RBS closes Jersey wealth management business
33 employees in the International Wealth Management and Technology Services teams face the prospect of redundancy.
03/16/2015
Everyone In Norway Is A Millionaire... On Paper At Least
If you are dreaming of becoming a millionaire, getting the Norwegian nationality might be a good step.
03/16/2015
EFG Asset Management's Mansfield Mok Awarded 'Alpha Manager of the Year 2015'
Mansfield is one of 181 managers recognised by FE as the top 10% of managers with funds registered in the UK. In the China/Greater China sector,
03/16/2015
Oracle Capital Group Signs Strategic Partnership Agreement
Partnership enhances Oracle Capital Group's global reach through access to Chinese market.
03/16/2015
RBS thinning out bidders for Coutts
UBP is the preferred bidder and an agreement might be reached as early as this month, said the people, who cautioned that the talks could still be delayed or fall apart.
03/16/2015
National wealth manager acquires 24th adviser firm
National wealth manager has acquired Farnham-based adviser
03/16/2015
Outgoing StanChart boss received $5.1m for 2014
He may have forgone his bonus for 2014 but Peter Sands, who will shortly be replaced as Standard Chartered's chief executive by Bill Winters, still took home $5.1m last year.
03/15/2015
RBS Said to Favor UBP as Buyer for Coutts International
Royal Bank of Scotland Group Plc is narrowing the field of bidders for its Coutts International private-banking arm to focus on Switzerland’s Union Bancaire Privee
03/15/2015
McDonald named best by Barron’s
Merrill Lynch financial advisor Don McDonald, a native of Paris, has been recognized on the 2015 Barron’s “America’s Top 1,200 Advisors: State-by-State” list, which published on Feb. 23.
03/13/2015
French prosecutor seeks trial in HSBC Swiss bank tax-dodging case
A French prosecutor has requested that HSBC's Swiss private bank be sent to trial to answer charges over a suspected tax-dodging scheme for wealthy customers
03/12/2015
SYZ strengthens its private banking business in Spain
N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza.
03/12/2015
Enhance Celebrates Launch of New ‘TMPI Whitelist’
The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, headquartered in Jersey and STEP announce a major new service development for the STEP Trustee Managed Portfolio Indices.