10/05/2015
Credit Suisse's new CEO hints at change in bank's focus
To someone who has lived through all that, the task of shaking up a global bank that is more than 150 years old might not seem so daunting.
Wealth and Asset Management
10/05/2015
Was Billionaire Jacob Rothschild Right about His Top Picks?
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
Mattioli Woods buys Pension Business
Specialist wealth management and employee benefits business Mattioli Woods has bought the pension administration business of Lindley Group for just under £2m.
10/05/2015
City financial planner’s founder leaves firm
The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.
10/05/2015
Canaccord Genuity Wealth Management Announces Award-Winning Range of Risk-Enhanced Multi Asset Portfolios (REMAP) Have Been Rebranded GPS Optimized Portfolios
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments.
10/05/2015
Enhance Appointed as Performance Analyst for Portfolio Adviser’s Prestigious Wealth Manager Awards
Entries are judged based on quantitative data, with awards given to companies which the independent judging panel feel are best suited to run client money over the coming years.
10/05/2015
Credit Suisse boss looks to entrepreneurs for Asian growth
Credit Suisse is currently the fourth-biggest global player in private banking
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.