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Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

Wealth Management - Act now on transfers before the regulators act on you

Arunima Haque from Capco says it's only a matter of time before the regulators step in

Societe Generale Private Banking announces the winners of the 2014 “Campden European Families in Business Awards”

Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

Stockbroker Hargreaves Lansdown slammed for charging small shareholders to vote at annual meetings

Hargreaves Lansdown has been criticised for introducing charges for small shareholders who want to vote at annual meetings.

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

Multi-family office named among the best in Europe

Technology has enabled us to site a business like ours outside of London

Wealth managers gear up for Citywire Scotland

The cream of the industry will be hearing from a range of expert speakers and leading fund managers at the two day event.

Packaged fund returns hit by huge fees

Model portfolios invest in a number of funds to target a level of returns and a degree of risk

The spring budget can help nurture a new era of business entrepreneurism, a wealth management specialist says.

The millions of pounds which will be easier to access in UK pension schemes following the spring budget

Lombard Odier Partner Says EU Will Block Swiss Offshore Banks

Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.

WMA calls on Europe to put brakes on regulation

Currently the main committee responsible for financial services, the Economic and Monetary Affairs Committee, is led by UK Liberal Democrat MEP Sharon Bowles who did not run for re-election. The new committee leader will be elected in July.

Italy's asset management industry posted €29.4bn in Q1

At the end of March, assets in portfolio management reached a total of €759bn, 55% of the whole industry's AUM.

UK wealth management and employee benefits business Strengthens Proposition with Rebrand

The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.

Thomas Miller on acquisition trail to build offshore assets

Isle of Man headquartered Thomas Miller Investment is aiming to make an acquisition in the UK later this year as part of the group’s focus on growth prospects in the offshore market.

IFA sellers ‘held over a barrel’ in buyer’s market

Advisers wanting to sell up and retire could end up accepting rock-bottom valuations for their business or “work for nothing” to line consolidators’ pockets, Andrew Oliver has warned.

Old Mutual Wealth agrees to sell Skandia Poland

The sale was announced in November last year and is part of the group’s plans to simplify operations in Europe and to focus on a number of “growth core markets”.

Weetabix scion and RBC back £80m buyout at Amber Taverns

BlueBay Asset Management, part of Royal Bank of Canada’s global asset management division, also provided finance for the transaction.

The age of the senior relationship manager

A growing focus by investment banks’ sales and trading divisions on client analytics has placed an added impetus on those who face customers the most – senior relationship managers.

Wealth and Asset Management