12/15/2013
Cyber criminals steal millions via wealth managers
“It’s scary. Wealth managers are being used to get millions of dollars. I have seen six of these [thefts] in the four months I have been here"
12/13/2013
UK wealth management group to acquire Duke Street
The Acquisition, which is subject to regulatory approval from the FCA, will create a leading UK wealth manager with a national footprint offering high quality financial advice and investment solutions to individuals and corporates through its network of 1
12/13/2013
Ashcourt Rowan, the UK wealth management group, has announced its Group audited results for the six months ended 30 September 2013.
12/12/2013
Barclays Wealth and Investment Management is understood to have appointed DigitasLBi to work on it a digital marketing brief.
12/12/2013
FuturaInvest has around 71 million euros in advisory and management assets.
12/12/2013
Abu Dhabi Broker To Enter UK In 2014
The firm is also planning to launch an asset management and wealth management business next year.
12/12/2013
Huge falls in City bonuses dragged average London pay down by more than 2 per cent last year.
12/11/2013
This is the Company's nineteenth acquisition since listing on ISDX in June 2011 and the sixth since the Retail Distribution Review was implemented on 1 January 2013.
12/11/2013
Brooks Macdonald International, a subsidiary of the AIM-listed, London-based Brooks Macdonald wealth management group, today is launching a platform-based international managed portfolio service.
12/11/2013
The study was conducted as part of the Private Bank's recent Investment Insights series (Sept - Oct 2013), held in 16 cities across Europe, with more than 600 UHNW and HNW investors.
12/11/2013
Vicini SpA, based in the town of San Mauro Pascoli, has appointed investment bank Rothschild
12/10/2013
European Family Offices Continue to Make Inroads to Economic Recovery
European family offices are experiencing a resurgence in confidence as the global financial system stabilizes, though single and multi-family offices are finding it difficult to look beyond short-term investment horizons, according to the 6th annual Europ
12/10/2013
Lloyds Banking Group in new sell-off of management company
LLOYDS Banking Group last night put up for sale its remaining stake in wealth management company St James’s Place
12/10/2013
In a career spanning more than 20 years, he has also had spells at Citi Private Bank, Barclays Private Bank, Coutts and Merrill Lynch.
12/10/2013
The placement of 41.3 million shares is being carried out through an accelerated bookbuilding aimed at Italian and foreign institutional investors.
12/09/2013
Wealth firm opens up fund range to external investors
Plurimi has opened its asset management business to external investors.
12/09/2013
He will advise affluent clients on their finances and investment portfolios, as well as covering accounting, tax and estate planning.
12/09/2013
Bellpenny buys Glasgow-based IFA MGW
MGW is the second Glasgow-based IFA business purchased by Bellpenny, following its acquisition of K M Financial Advisers in August.
12/09/2013
It is a move that has been greeted with some unease amongst some sections of the fund buying community.
12/08/2013
The Middle East's billionaires – with a combined net worth of US$354 billion – hold a higher percentage of total wealth than in any other region in the world, findings from the Wealth-X and UBS Billionaire Census 2013 show.