11/30/2015
Davy to buy Northern Irish wealth manager
Pension & Financial Consultants has approximately 4,000 clients and £600m € 850m of assets under management
Wealth and Asset Management
11/30/2015
Fairstone adds another IFA with £135m of assets
Advisers joining Fairstone are able to leverage its core technology platform and services such as compliance, para-planning and lead generation.
11/30/2015
New partnership gives family office services in Russia and abroad to Banca Intesa’s Private Banking clients
A full-service package for high net-worth individuals, assisting them with the solution of both financial and non-financial issues, not just in Russia but in all other jurisdictions where the multi-family office operates.
11/30/2015
Aberdeen Asset Management not for sale, says fund boss: Martin Gilbert stands firm but client exodus sees £34bn withdrawn
The latest exodus – even worse than City analysts predicted – was triggered by the slowdown in emerging markets, including China.
11/30/2015
Dublin wealth management firm adds to Belfast portfolio
Davy Private Clients has undergone unprecedented growth in Northern Ireland in recent years, with client assets increasing ten-fold since 2013.
11/30/2015
Accidental banker
Lombard Odier’s managing partner Hugo Banziger looks back on his 30-year career and talks about why his company’s business model is ideal for the private-banking sector.
11/28/2015
North-east businessman honoured at prestigious awards ceremony
A north-east businessman has been honoured at a prestigious awards ceremony which honours Scots that now live in London.
11/27/2015
Wealth of Indian HNIs to increase more than Chinese during 2014 and 2020: Report
The estimated wealth of HNIs in India in 2016 will be $1.425 trillion, while those in China will be worth $5.10 trillion
11/27/2015
French private bank makes bid to acquire Kleinwort Benson Wealth Management
Said if its bid succeeded it would sell BHF's private banking activities in the United Kingdom and the Channel Islands to Societe Generale, which is also providing financing for the takeover.
11/27/2015
Death, taxes and the Autumn Statement by Penny Lovell
In the world of financial advice, one of the most frequently cited clichés comes from Benjamin Franklin: “In this world nothing can be said to be certain, except death and taxes.”
11/27/2015
BSI drops exclusive talks to buy private banking unit
The exclusive period was due to end on Friday.
11/27/2015
PraxisIFM expands fund administration division with the acquisition of London-based closed-ended fund administrator
‘For some time, we have been receiving enquiries for the provision of high quality administration services for onshore investment trusts to the same standard as similar offshore vehicles.
11/27/2015
International Tennis Federation extend sponsorship deal with BNP Paribas
“With BNP Paribas, we will celebrate our 15th year of partnership in 2016,” newly-elected ITF President David Haggerty said.
11/26/2015
Pension transfer delays are unacceptable: Drewberry
The head of pensions at Drewberry Wealth Management has criticised the “unacceptable” amount of time it takes to process a pension transfer.
11/26/2015
Bonuses and the illusion of banking performance
Deutsche boss is right to call for simpler, more modest pay structures
11/26/2015
Five top fintech offerings for investors: Miss Mackay's Money Microscope
When we think about how technology might transform our lives, it's easy to jump ahead to the realm of driver-less cars and polite robots doing our ironing.
11/25/2015
Youth is not wasted on the Young
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/25/2015
Luxembourg Goes in for an Image Makeover
Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.
11/25/2015
Argon Asset Management Scoops Two IAIR Awards in Milan
A CEO Summit held before the awards ceremony brought corporate leaders together to discuss leadership, skills and visions for growth.
11/24/2015
Banque J. Safra Sarasin (Luxembourg) acquires Luxembourg Private Banking Business
J. Safra Sarasin acts as consolidator in the private banking market.