09/08/2015
“The GPS Global Equity Portfolio Service was developed to meet growing client demand for offerings that provide exposure to a high quality mix of larger cap global equities.
09/07/2015
Succession to buy 50 of 80 members by end of 2017
The new additions bring Succession’s total funds under management to more than £10.5bn.
09/07/2015
If one thing is for certain, it is that in an industry where products and services are commoditised
09/07/2015
But the down-to-earth Mr Buxton is eager to stress that the additional position he has taken on at OMGI “isn’t a traditional chief executive role”.
09/07/2015
Who let the doves out? Coutts Global Markets Weekly
Over recent weeks the doves have been out in full force, with even the International Monetary Fund (IMF) joining the chorus with an unusual request for central banks to hold off raising rates. But we are maintaining our view that global economic fears are
09/07/2015
We have a good relationship with Raymond James and have decided to stay with them for the back-end and the link to Pershing.’
09/07/2015
The company said Denne would continue to be a shareholder in the business.
09/07/2015
The firm prefers recently-built assets or development projects at least 40% pre-let, that can be secured in a forward deal. Depending on the use and location of the asset, multiples can reach up to 20x rental income.
09/06/2015
Meet the upmarket fixer who knows the habits of the super rich
It's tough being super-rich...
09/05/2015
Back to school: An education for parents too by Penny Lovell
The extra pressure involved with children going back to school isn’t purely linked to extra “school admin” – preparing sports kits, sewing labels, school runs, paperwork – it is financial too.
09/05/2015
The Sixth Rule of Investing: Understanding & Visibility by Justin Urquhart Stewart
We may teach schoolchildren economics, but rarely do we teach them finance.
09/04/2015
How wealth managers fared in the August mayhem
The meltdown was sparked after Chinese policymakers stunned the world in August
09/04/2015
Aberdeen acquires Parmenion
Parmenion is currently owned by a combination of partners in a limited liability partnership.
09/04/2015
Vontobel acquires Zurich private bank
To drive forward the expansion of the business with Italian private clients
09/04/2015
Kleinwort Benson set for bid battle as it courts 'white knight'
Fosun has been building a stake in the firm’s Belgian parent BHF Kleinwort Benson for some time.
09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/04/2015
Aspinalls Family Office has partnered with Raymond James to launch a discretionary investment business.
09/04/2015
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
09/04/2015
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
09/03/2015
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.