06/23/2013
St James Place launches philanthropy service
The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost
Wealth and Asset Management
06/20/2013
Fortitude taps Urquhart Stewart for client talk
Fortitude Financial Planning has teamed up with Seven Investment Management
06/20/2013
Irish punt already pays off for queen's bankers
The bankers to the Queen of England have become the latest to give a vote of confidence to Irish government debt.
06/20/2013
Why multi-millionaire hedge fund baron was pushed through to be knighted
His name on the Queen’s Birthday Honours list triggered a storm of protest.
06/20/2013
ABN Amro chief says Dutch bank ready to privatize
The bank is sufficiently capitalized and had remained profitable despite a recession in the Netherlands.
06/20/2013
Can wealth managers escape the post-RDR margin squeeze?
With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u
06/20/2013
C Suisse and Julius Baer Could Face Possible U.S Hardball Tactics
The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,
06/20/2013
Bank bonus cap is on the way after EU outvotes Britain
The cap will apply to subsidiaries of EU banks anywhere in the world
06/19/2013
Raymond James announces new platform pricing option
Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.
06/19/2013
Bank bonuses rise by 64 per cent in a year
UK banks are being overwhelmed by wave after wave of new regulation
06/19/2013
Bahamas Landfall event brings strong financial services message to London
The event was hosted on Monday, June 17, at the exclusive Mandarin Oriental in Hyde Park.
06/18/2013
Jail threat for reckless bankers among proposals to clean up banking system
The chancellor is urged to restore confidence in the financial system by making top bankers more accountable for their actions in the wake of the 2008 bank bailouts, the Libor rigging scandal, and the shoddy treatment of customers mis-sold payment protect
06/18/2013
New Private Investor Club to offer member events and an Online Clubhouse
Chelverton Asset Management is to exploit a gap in the market with a new style of private investor club.
06/18/2013
Equiniti to launch platform that will pool several wealth managers’ back office functions
Mr Taylor said the platform would offer everything from custody and settlement to tax reporting, but would cater to requests from individual wealth managers considering using the platform.
06/18/2013
Multi-Family Office Launches
Helps closely-held business owners manage every aspect of family life as it relates to protecting and building their wealth.
06/18/2013
Defeated by a Barclays press release
This is “in-depth study into how wealth is now being made, spent and shared across the world
06/18/2013
The Changing Order of Wealth Creation
The seventeenth volume in the Wealth Insights series investigates the different ways in which the global landscape of wealth is changing.
06/17/2013
British private bank goes the extra furlong for clients
More recently, however, it has moved into the highly fragmented private banking arena, where local banks with balance sheets of only a few billion pounds fight it out against titans such as JPMorgan, Royal Bank of Scotland (RBS) and HSBC.
06/17/2013
Senior London-based financiers form family office
In a statement, Holbein said it seeks to differentiate itself from other wealth managers by aligning the interests of the partners with those of its clients.
06/17/2013
Coutts seeks a buyer for its £11m Fleet Street home
According to The Times, Coutts wants to reduce its presence in the capital by trimming its seven branches down to two, though it will keep its site on the Strand, located nearby.