04/24/2015
Signia Wealth calls time on Birmingham office
Signia Wealth has closed its Birmingham branch, following the exit of former office head Martin King
Wealth and Asset Management
04/23/2015
Santander to keep its distance from U.S. in Pioneer deal: sources
UniCredit and Santander have agreed to merge their asset management businesses in a deal where the Spanish bank will have no direct involvement in the new group's U.S. operations
04/23/2015
Simon Brazier: why I want to be at Investec AM for 20 years
After swapping ships twice in the last few years, Simon Brazier feels he has finally found a permanent home at Investec Asset Management
04/23/2015
Walker Crips' director shows confidence by increasing stake
A non-executive director at Walker Crips bought some shares in the group one month after announcing a £4.2m investment in a London-based wealth firm
04/23/2015
Speakers added to line up for Guernsey Funds Forum 2015
The annual event is this year titled 'Achieving stability in a world of change' and takes place on Thursday 14 May in London. It is once again expected to attract more than 350 delegates.
04/23/2015
For HSBC globally, God is in London and so are his 19 chief archangels
Mr Gulliver says the bank cannot go back to those days because it would lose the custom of big companies and become much smaller
04/23/2015
Family Office: five top tips when recruiting employees
Recruit in the right way
04/22/2015
Reds renew Standard Chartered deal
Liverpool Football Club is a fantastic club and hugely popular across our global footprint.
04/22/2015
Is Swiss Private wealth institution on the verge of total absorption?
The historic Swiss bank traces its roots back to 1881 when it was a brokerage firm in Geneva
04/22/2015
A new bank backed by investors from Monaco to open doors in Estonia
Priit Põldoja ja Jan Andresoo, two former executives of Hansabank, have set up a new bank in Estonia with the help of several investors from Monaco, writes Äripäev.
04/22/2015
Nedbank Private Wealth wins Best UK Private Bank award
Nedbank Private Wealth has announced that it has won Best UK Private Bank at the prestigious City of London Wealth Management Awards 2015.
04/22/2015
Towry open to talks on saving Sesame adviser school
The school has over 100 alumni.
04/22/2015
Safra Bank Acquires Additional Acquisitions
Safra Sarasin has set aside funds to deal with a United States Justice Department disclosure program for Swiss banks
04/22/2015
Luxembourg unshaken after tax regime overhaul
“For the time being we have witnessed stability in private banking which is very reassuring,” Mr Gramegna said.
04/21/2015
Old Mutual Wealth's Carlton Hood on the right way to deliver vertical integration
If you meet Carlton Hood, Old Mutual Wealth’s customer director, don’t mention meerkats
04/21/2015
Charles Stanley employee benefits arm poised for MBO
The company announces that it has entered into an exclusive heads of terms agreement in respect of the disposal of CSFS to its management team
04/21/2015
Opinion: James Bailey, Barclays wealth and investment manager
Research found that globally 40 per cent of high net worth individuals cited entrepreneurship as one of their main sources of wealth
04/21/2015
Investec launches private office for HNWIs
Investec W&I divisional director private office Andrew Butler-Cassar, says: “Private Office addresses a clear market need for an integrated service targeting successful entrepreneurs and business owners, the sports and media sectors and those sp
04/21/2015
Multrees selected by AllianceBernstein's retirement income solution
We selected Multrees as they provided the best technology and service combination allowing us to offer a solution that all defined contribution scheme members between 55 to 75 can access cost-effectively irrespective of the amount of their pension savings
04/21/2015
Old Mutual Wealth’s model portfolio hits £1bn AUM
Old Mutual Wealth’s WealthSelect Model Portfolio Service has exceeded the £1bn mark in assets under management, of which £450m has been directed towards pension accounts.