10/14/2014
F1 components supplier acquired by Chelverton Investor Club
Second investment in three months for Chelverton Investor Club
Wealth and Asset Management
10/14/2014
Bordier & Cie Platform Managed Portfolio Service added to Standard Life Wrap
Offers a high quality, cost-effective way for advisers to manage client assets with a minimum investment of £1,000.
10/13/2014
Asia Risk Awards 2014: Private Bank of the Year – Deutsche AWM
Two years ago, Deutsche Bank embarked on an ambitious restructuring programme that saw its asset and wealth management operations more closely integrated with its investment banking arm.
10/13/2014
Van Lanschot launches new wealth planning advisory service
Van Lanschot today presents a new-style wealth planning advisory service: an innovative concept that meets the increasing need of private banking clients for creation and preservation of their wealth. Richard Bruens, Member of the Board of Managing Direc
10/13/2014
Canaccord’s long association with excellence
Canaccord Genuity Wealth Management is sponsoring the International Company of the Year Award at this year’s Isle of Man Newspapers Awards for Excellence.
10/13/2014
Helena Morrissey Signs Newton Up To Long-Term Investing Research
Newton Investment Management, headed by Helena Morrissey, has signed a five-year deal with Cambridge University Judge Business School to support research into long-term investing.
10/13/2014
Founder of Bestinvest snaps up £500m wealth manager
EQ Investors, a new wealth management business backed by Bestinvest founder John Spiers, has announced the acquisition of the Truestone Wealth Management business.
10/13/2014
UBS Seeks Bankers for French Super-Rich While Facing Fine
UBS AG, Switzerland’s largest bank, plans to hire private bankers to serve French millionaires from Geneva as it faces a possible record sanction on allegations it helped clients evade taxes in France.
10/12/2014
Why wealth management is booming in the Midlands
The event, to be held at the Forest of Arden Marriott Hotel, will bring together a select group of wealth managers for an interactive morning of presentations from the likes of First State Investments
10/12/2014
Why the French are saying au revoir to France
Centre-right deputies are convinced that the people who are the "lifeblood" of France are leaving
10/10/2014
Old Mutual Sweetens £650m Bid For Wealth Firm
People close to the situation said that a deal between the two companies was not certain
10/10/2014
How channelling Picasso can lead to fresh fund selection ideas
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 looking to expand now merger is complete
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
RBS tells Coutts to cut costs by a fifth
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
Luxembourg as a financial centre
A little country with more to its repertoire than tax breaks
10/09/2014
Equilibrium proves smaller is better for property
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 scraps annual drawdown fee
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
Bath IFA kicks off discretionary drive
Since July, Epoch has been working with Pershing and a select number of clients to build up the service.
10/08/2014
WMA to lead strategic review of industry
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
Swiss bank continues to sharpen its focus on private banking
Plans to reorganize asset management business