02/09/2015
Buyers must have been ARs with Intrinsic for at least three continuous years, whilst sellers must have been part of Intrinsic or Positive Solutions for at least five years.
02/07/2015
The Jersey Financial Services Commission and the South African financial services regulator, the Financial Services Board of the Republic of South Africa, have signed a Memorandum of Understanding
02/06/2015
IFA networks and wealth managers are struggling to find the quality and quantity of compliance staff to keep up with an ever-increasing regulatory burden
02/06/2015
Butterfield Group today announced that it has received awards for Net-Worth-Specific Services for Super Affluent Clients in the Cayman Islands, and for Succession Planning Advice and Trusts in Guernsey in the 2015 Euromoney Private Banking and Wealth Mana
02/06/2015
Despite running over £16.2 billion in assets, JO Hambro Capital Management remains a boutique in the eyes of chief executive Gavin Rochussen
02/06/2015
One banker suggested the company could be sold for a £50m-£60m price tag, around 10-12 times earnings.
02/06/2015
Wealth manager European Wealth is building a profitable business with plenty of upside through potential earnings enhancing acquisitions, reckons broker Panmure, which has started covering the shares.
02/06/2015
The acquisition of Pearson Jones for an undisclosed sum will bring in assets under advice of £1
02/06/2015
Some of Europe's wealthiest families are investing chunks of their cash in technology companies, bringing the benefits of long-term horizons to start-ups and filling a funding hole for the continent's fledgling Facebooks.
02/05/2015
There are strong rumours that DBS may already be eyeing another acquisition
02/05/2015
Societe Generale fell as much as 2 percent and was down 1.6 percent at 37.04 euros
02/05/2015
Banque Heritage said on Thursday it will buy client assets from British bank Standard Chartered for an undisclosed price
02/05/2015
Lasenby Knox, a new wealth management and financial planning firm, has launched with offices in Manchester and London.
02/05/2015
The demand for specialist tailored advice could increase because of a growing number of high net-worth individuals in the UK
02/05/2015
State Street Corporation has extended its relationship with Investec Asset Management for another seven years to provide full middle office and fund accounting services across the UK, South Africa, Luxembourg and the United States.
02/05/2015
The move is part of a wave of deals expected from Swiss private banks amid a raft of challenges
02/05/2015
Aberdeen Asset Management saw net equity outflows in the three months to the end of 2014 after investors moved money away from emerging markets in December.
02/05/2015
J.P. Morgan has been named the world's "Best Global Private Bank" in Euromoney's 12th annual survey of the global private banking industry
02/04/2015
Towry's buy of Ashcourt Rowan marks the first big wealth management deal of 2015. Is it a sign of things to come?
02/04/2015
Stanhope Capital is seeking to grow its presence in the Channel Islands with plans to launch a Jersey operation.