10/10/2014
Celine Kalfa, head of fund advisory at Vega Investment Managers in the centre of Paris, aptly points to one of the city’s cultural icons to encapsulate her approach to picking funds.
10/10/2014
Tilney Bestinvest, the newly-merged wealth management and investment business, plans to expand its 50 staff in Scotland and open new offices.
10/10/2014
It forms part of RBS’s broader target to bring the cost/income ratio of its Commercial & Private Banking division, which houses Coutts, down to 60% via ‘an active programme of cost savings’.
10/10/2014
A little country with more to its repertoire than tax breaks
10/09/2014
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have
10/09/2014
Old Mutual Wealth is “simplifying” its charging structure, including removing the annual pension drawdown fee which the company claims will benefit around 8,000 customers, with effect from 1 January 2015.
10/09/2014
Since July, Epoch has been working with Pershing and a select number of clients to build up the service.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.
10/07/2014
Plans to reorganize asset management business
10/06/2014
SCM Private last week launched three consumer wealth platforms targeting different investors and offering a range of portfolios
10/06/2014
With the acquisition, DBS said it now has S$88 billion in high net worth assets under management and S$129 billion in assets under management for all wealth customers.
10/06/2014
The acquisition support the strategy of the Banque Havilland , build an international private banking group, which had specialized in high net worth individuals , particularly from regions with high growth potential .
10/06/2014
Splitska Banka, the subsidiary of the Societe Generale group in Croatia, is expanding its private banking offering for top-tier wealth management clients, supported by the expertise of Societe Generale Private Banking (SGPB).
10/06/2014
In September this year, Norway’s sovereign wealth fund, in one giant swoop paid US$ 1.5 billion for minority interests in two Boston properties and the former Citigroup Center in Manhattan.
10/05/2014
Royal Bank of Scotland hires Goldman Sachs to find buyer for internation arm of private bank, according to reports
10/03/2014
By refusing to give any bidder or joint venture partner rights to the Coutts brand, RBS is likely to put off most private equity investors, unless they already own a private bank to which they could transfer its customers.
10/03/2014
As a closet introvert it pains me to put my head above the parapet but there comes a time when someone has to shout that the Emperor has no clothes. Recent data shows that Guernsey’s investment fund industry is shrinking rapidly while our ranking as
10/03/2014
It has carried out due diligence on a number of wealth managers and has formally endorsed the two firms, to which it recommends advisers refer bespoke discretionary asset management clients.
10/02/2014
The Manchester office of wealth manager Brewin Dolphin is on target to double funds under management within three years.
10/02/2014
Britain’s emergence as the strongest European rival to Switzerland for private banking and wealth management has been highlighted by figures showing that UK assets under management rose 11.4 per cent to £524.4bn last year.