02/19/2015
Under the bonnet of Heartwood-Handelsbanken tie-up
Heartwood was ahead of most rivals with its mass-market proposition launch last year
Wealth and Asset Management
02/19/2015
Rathbones to launch private office and rebrand in key 2015 moves
Rathbones is launching a private office for high net worths and plans to rebrand in key initiatives to meet its growth targets.
02/19/2015
AFH Wealth Management buys KL Plester for £1.7m
AFH Wealth Management has announced the acquisition of Worcestershire-based KL Plester Financial Services Holdings for £1.7m.
02/19/2015
Man Group 'in talks to buy UK asset manager NewSmith'
NewSmith will be placed in Man’s GLG unit if the deal is completed
02/18/2015
WMA clashes with FCA on restricted investment labels
The WMA's criticisms form part of its response to the European Supervision Authority's (ESA's) discussion paper on key information documents for packaged retail and insurance-based investment products (Priips).
02/18/2015
Rachel recognised with Gold award from Close
Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.
02/17/2015
Lenlyn prepares sale of one of Britain’s oldest private banks
But plans to sell the bank’s sister brand ICE, which is one of the world’s largest bureau de change businesses, have been put on hold.
02/16/2015
Private banking: shrinking margins, stagnating client base
The following article is from the February 13-26 print edition of the Budapest Business Journal.
02/16/2015
Deutsche Bank eyes slimmed-down universal bank model - paper
The bank is considering unveiling the new plan, possibly one of the biggest overhauls in decades
02/16/2015
Will 7IM sale succeed after Transact's troubles?
It is understood that Zurich and Aegon have appointed investment bank Evercore to lead talks with potential bidders.
02/15/2015
Managed funds criticised for being 'expensive clones' of indices
Campaigners says investors are being misled by over a third of so-called active funds
02/15/2015
Swiss banks trade Zurich's costly charm for Polish provinces
Even before the Swiss central bank abandoned its cap on the currency in January, the cost of taking on someone in Poland was just 50 to 60 percent
02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
Seven firms that could snap up 7IM
The runners and riders that could be tempted to buy the investment firm.
02/13/2015
Brewin Dolphin hires in Glasgow after team quits
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/13/2015
The living relay by Louis Venter, Maitland
Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.
02/12/2015
RBC Wealth Management Recognised Again for Private Banking Services
The business in Jersey was also recognised as the best among its peers in four further categories
02/12/2015
Guernsey bank deposits grow for second consecutive quarter
The increase is the second consecutive quarterly rise and figures from the Guernsey Financial Services Commission (GFSC) show that the total value of Guernsey bank deposits reached £83.7 billion at the end of December 2014.
02/12/2015
Financial Freedom Fighter by Toby Birch
For many years I was a mainstream investment manager; believing in the omniscient wisdom of central bankers. Once the scales had fallen from my eyes after yet more manipulation I realised that I had to do something about the charade.