10/09/2014
Bath IFA kicks off discretionary drive
Since July, Epoch has been working with Pershing and a select number of clients to build up the service.
10/09/2014
Since July, Epoch has been working with Pershing and a select number of clients to build up the service.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/07/2014
Plans to reorganize asset management business
10/06/2014
SCM Private last week launched three consumer wealth platforms targeting different investors and offering a range of portfolios
10/06/2014
With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.
10/06/2014
The acquisition support the strategy of the Banque Havilland , build an international private banking group, which had specialized in high net worth individuals , particularly from regions with high growth potential .
10/06/2014
Splitska Banka, the subsidiary of the Societe Generale group in Croatia, is expanding its private banking offering for top-tier wealth management clients, supported by the expertise of Societe Generale Private Banking (SGPB).
10/06/2014
In September this year, Norway’s sovereign wealth fund, in one giant swoop paid US$ 1.5 billion for minority interests in two Boston properties and the former Citigroup Center in Manhattan.
10/05/2014
Royal Bank of Scotland hires Goldman Sachs to find buyer for internation arm of private bank, according to reports
10/03/2014
By refusing to give any bidder or joint venture partner rights to the Coutts brand, RBS is likely to put off most private equity investors, unless they already own a private bank to which they could transfer its customers.
10/03/2014
As a closet introvert it pains me to put my head above the parapet but there comes a time when someone has to shout that the Emperor has no clothes. Recent data shows that Guernsey’s investment fund industry is shrinking rapidly while our ranking as
10/03/2014
It has carried out due diligence on a number of wealth managers and has formally endorsed the two firms, to which it recommends advisers refer bespoke discretionary asset management clients.
10/02/2014
The Manchester office of wealth manager Brewin Dolphin is on target to double funds under management within three years.
10/02/2014
Britain’s emergence as the strongest European rival to Switzerland for private banking and wealth management has been highlighted by figures showing that UK assets under management rose 11.4 per cent to £524.4bn last year.
10/01/2014
The British Bankers’ Association has urged the Bank of England to exclude high-net-worth clients from its new LTI cap.
09/30/2014
Old Mutual Wealth has sought to expand its presence across the distribution chain over the past year
09/30/2014
The new service is aimed at investors with at least £1m of borrowing requirements, but AES International and Nedbank Private Wealth allow their clients to split this borrowing across property and investment portfolios so the clients can benefit from
09/30/2014
To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
09/26/2014
Champion’s background on the UK private discretionary fund management side, including MGM Assurance and Pavillion Asset Management, has therefore become infused with a global perspective.
09/25/2014
Wealth management experts St James's Place organised an Oscars-themed evening at the King Power Stadium.