07/10/2015
House of Lords to grill ex-HSBC chairman in tax evasion row
Global bank’s Swiss operation helped wealthy customers evade tax during Stephen Green’s tenure
Wealth and Asset Management
07/10/2015
New Kleinwort Benson Investors Small Cap Investment Strategy seeded by global Multi-Manager
It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.
07/10/2015
Majority stake in private German bank goes to China
Shareholders in a private German bank have approved a takeover by Chinese investors, marking a new chapter in German banking history.
07/10/2015
JM Finn poised for tax advisory launch
JM Finn & Co is exploring client appetite to launch a tax advisory service.
07/10/2015
Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
07/10/2015
Brewin & Rathbones men take Tour de France challenge
Over the first few days the cyclists – who are aiming to raise £1million for Cure Leukaemia - cruised across the Netherlands, battling strong winds on the flat terrain, and into Belgium.
07/09/2015
Profile: how Walker Crips has turned it around
It is a milestone [and] when we reach it we will feel entitled to be taken more seriously as a mid-sized quoted house.
07/09/2015
70 Historic Craft For British Classic Week 2015
Also playing a key role in the regatta's success are the event sponsors led by Title Sponsor Officine Panerai, and supported by Official Partner Sponsor EFG
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
How wealth managers are tackling currency risks
Volatility in the currency markets is on the rise as central bank policy and economic growth rates increasingly diverge around the world.
07/08/2015
How Sanlam plans to benefit from consolidation trend
Sanlam UK’s chief executive Lukas van der Walt expects the wealth management sector to consolidate in a similar manner to the accountancy industry – and he hopes to benefit from this trend.
07/07/2015
Italian bank takes cheese as collateral for loans
We all know of the gold standard, but have you heard of the cheese standard?
07/07/2015
Aberdeen Asset Management gets shareholder backing for fundraising plan
Aberdeen Asset Management has received shareholder backing to issue 200 million new shares.
07/07/2015
Aviva pours another £8.5m into Brewin Dolphin
Aviva has bought 2.9 million shares in Brewin Dolphin to lift its stake beyond the 4% threshold.
07/06/2015
South African magnate with thirst for the UK high street
Christo Wiese is third on South Africa’s rich list, with an estimated worth of £4.2bn, and is buying up assets in the UK
07/06/2015
Bearish beers, bullish spirits at London’s first stock exchange-themed bar
To capture the best deals, customers use an app to monitor prices that constantly shift based on how much customers are buying.
07/06/2015
Mega-Wealthy Surge on Maltese Real Estate by Roxanne James
The majority of foreign buyers in Malta are British but there are also French and Italian buyers, Russian buyers due to the citizenship scheme as well as Dutch and South Africans but it heavily depends on where we're promoting at a particular point i
07/06/2015
London's super rich pay thousands for their children to clean loos
'Real world' internships for children of the super-wealthy
07/06/2015
BMO Global AM completes EMEA rebranding
After the rebranding there will be no changes to F&C’s investment trust business or the F&C savings plans and fund names will not be changed either
07/06/2015
Octagonal Says GIS Had Record June For Transactions
In a statement, AIM-listed Octagonal said that GIS had more than 12,000 transactions in the month of June.