04/14/2015
Vontobel eyes further growth after missing out on Meriten
Vontobel Asset Management has revealed it will seek further growth opportunities after talks to take over Meriten Investments ended unsuccessfully.
Wealth and Asset Management
04/13/2015
Bellpenny buys Winchester-based wealth firm
The acquisition is Bellpenny’s 25th, involving 100 active clients and £31m of funds under management.
04/13/2015
Panmure Gordon to close Liverpool office
Panmure’s move emphasises the pressure on boutique brokers despite the recent health of Aim.
04/13/2015
OECD Tax Policy expert added to Jersey Finance private client London conference programme
The conference, entitled ‘Mapping the Future’, will take place on Wednesday 13 May
04/13/2015
Beware the risks before investing in the booming art market
The global art market is booming, but investing in art comes with considerable risks. Should you take the plunge?
04/10/2015
Increasing number of hedge funds converting to family offices
Mounting regulatory and operational costs are prompting a growing number of hedge funds to convert their businesses into family office structures, according to Citi Private Bank.
04/10/2015
RBS Coutts second bank in Singapore linked to 1MDB, says paper
Singapore's Business Times today said it had obtained documents confirming the involvement of another bank in the island state with 1MDB
04/10/2015
Award for London-based wealth management firm
The silver standard is achieved by just 6 per cent of Investors in People-accredited organisations.
04/10/2015
Cristiano Ronaldo could be set to become the new international face of leading Swiss Private Bank
If ongoing negotiations between the bank and the Portuguese footballer's agents come to fruition.
04/10/2015
Siegel+Gale Unveils a Unified Brand Platform for Sandaire Investment Office
"Drawing on their founding purpose - to simplify matters for their clients - we worked with Sandaire Investment Office to align their communications and interactions with clients and each other," said Liana Dinghile, group director, strategy at
04/10/2015
Charity goal achieved by Arbuthnot Latham
Arbuthnot Latham also welcomed Stephanie, wife of the late footballer Bobby Moore OBE, to speak about the work of the charity and its aim to raise awareness of bowel cancer.
04/10/2015
RBC Continues Strategic Review of Its International Wealth-Management Business
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
04/10/2015
Andorra Follows Up on U.S. Inquiry by Cracking Down on BPA
Andorran judiciary officials had also raised questions. Whether for lack of expertise or energy, their investigations went nowhere.
04/09/2015
Rothschild to help evaluate Gatwick and Heathrow's rival expansion
Sources said on Thursday that Rothschild would provide advice to ministers and officials in the wake of the publication of the final report of The Airports Commission, which is expected during the summer.
04/08/2015
Private bank Coutts trims equity positions, favours Spain, Italy over Germany
Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October
04/08/2015
Dutch finance minister says no new time frame for ABN Amro listing
Dutch finance minister Jeroen Dijsselbloem said on Tuesday he could not set a time frame for when he will again seek a stock market listing for Dutch bank ABN Amro.
04/08/2015
Sesame advisers look set to shun new network
A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.
04/08/2015
Sesame sweetens deal for ARs in Bankhall switch
Sesame has written to its appointed representatives promising a variety of benefits, including continuation of trail commission income, if they switch to sister company Bankhall or the as-yet unnamed ‘preferred partner’.
04/08/2015
Half of IFAs only contact clients once a year
Almost half of advisers only contact their clients once a year regarding their investment portfolio, meaning that investors have little or no idea how their portfolios are doing, according to online platform Rplan.
04/08/2015
Rothschilds to Rename Holding Company Amid Family Feud
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.