06/01/2015
Stifel in lead to buy Barclays' U.S. wealth unit - sources
Investment bank Stifel Financial Corp is in advanced negotiations to acquire Barclays Plc's U.S wealth management unit
Wealth and Asset Management
06/01/2015
Panmure Gordon acts for European Wealth Group Limited
An Extraordinary General Meeting of the Company is to be held on 12 June 2015.
06/01/2015
Diversity is key as Jersey firms explore opportunities in China at inaugural Forum
An increasingly diverse range of Jersey firms spanning tourism, hospitality and financial services are exploring opportunities to grow business links with China, courtesy of a special event held in London recently that was initiated by the Chinese Ambassa
06/01/2015
Investment bank reportedly in lead to buy Barclays' US wealth management unit
Currently negotiating key aspects with Barclays
06/01/2015
Brooks Macdonald moves into South Africa
Investors are increasingly seeking to access offshore investments as a result of the relaxation of exchange controls and benefits of greater asset security and returns.
05/31/2015
Libyan investment chief: 'Goldman Sachs squandered a nation's wealth, someone has to answer'
Interview: Hassan Bouhadi, the chairman of the Libyan Investment Authority, outlines his role in helping to rebuild the war-torn nation
05/29/2015
HSBC Should Stay Put and Get Bigger, or Leave and Shrink — UBS
HSBC Holdings is once again assessing whether to shift its headquarters from the U.K. But one of the options — moving bank to Hong Kong — “is certainly the wrong answer,” according to analysts at UBS AG
05/29/2015
Ex-Deutsche and Brooks duo launch discretionary firm
Former Deutsche fund manager Helene Jelman has joined forces with ex-Brooks Macdonald director Michael Usher to launch an investment firm
05/29/2015
Private-bank clients mull FX strategies
Opinion is divided on the extent to which private-bank clients should be encouraged to consider FX as an asset class and to look at strategies to generate returns from currency volatility
05/28/2015
How Arbuthnot Latham is future-proofing private banking
We have taken on new people and we have taken on new clients, and we want to make sure our back office can keep pace with our front office.
05/28/2015
European Wealth raises £2m to fuel acquisition drive
European Wealth has announced plans to acquire financial planning firm ISM Solutions and further 'bolt-on acquisitions', after raising £2m through a share placement
05/28/2015
Update: Brewin Dolphin shares slump 10% after interims
RBC analysts said: "We believe that lower revenue margins will persist for the following reasons: lower commissions; competition caused by increased transparency; use of third parties in securing flows, including lower margin agent business; an incre
05/28/2015
Ever wondered what makes perfectly smart people behave irrationally?
Close Brothers - Weekly Close Up
05/27/2015
Jersey Brief on behalf of Volaw Group
Volaw is one of Jersey’s leading providers of fiduciary services, acting for individual, family, corporate and institutional clients.
05/27/2015
Steady performance for Jersey’s finance industry in first quarter
Latest figures released on Jersey’s finance industry show a steady performance including a small increase in banking deposits and signs that a change to fund regulation will support certain types of new funds business.
05/27/2015
Citizenship scheme raises €2 billion
The ‘Citizenship by Investment’ programme for foreigners has boosted the Cyprus economy by €2 billion from property sales and investments in the country according to an audit services report.
05/27/2015
Wealth manager to move 4,000 SIPP clients to James Hay
He said: "We are always looking to deliver the very best service to our clients. With such exciting changes in the retirement space, this new arrangement will allow us to focus on our expert retirement planning advice and management of client investm
05/27/2015
Aberdeen acquires $6.3bn US private equity firm
Pakenham Partners served as financial advisers to Aberdeen on this transaction; Berkshire Capital served as financial advisors for FLAG.
05/26/2015
Switzerland Publishes Tax Evader List
Some observers are calling this the real and final end of Swiss bank privacy tradition, which mostly dates to the 1930s.
05/26/2015
We must stop demonising the wealthy
Entrepreneurs should be encouraged to make their fortunes – before they decide to leave the UK.