03/31/2014
Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.
03/31/2014
Asia-focused bank Standard Chartered paid 118 of its bankers at least $1.4m last year, topped by a $9.5m payout to Mike Rees, head of its wholesale or investment banking division.
03/31/2014
Chief executive officer of Brooks Macdonald has welcomed the FCA's decision to launch a probe into how wealth managers use in-house funds.
03/31/2014
Towry is set to launch an advisory service, following its acquisition of Bluefin.
03/28/2014
Pictet joins Swiss banks Julius Baer Group Ltd. and Vontobel Holding AG in opening new premises in Germany
03/28/2014
Currently both firms advise wealthy families
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
Lansdown sold the stake on Tuesday. Based on the closing price of £14.06 that day, he has netted around £200 million.
03/28/2014
It will initially provide a restricted offering for 15 clients and intends to have 30 clients by the end of the year, taking on three or four more advisers.
03/27/2014
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders boss Michael Dobson took home £8.4 million last year.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/27/2014
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/26/2014
Ex-SJP adviser opens advice firm & online platform
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.
03/26/2014
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.
03/26/2014
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
Eric Syz, the majority owner of Banque Syz & Co., acquired the shares of his two co-founders, Alfredo Piacentini and Paolo Luban, and told staff he has no intention to sell the Geneva-based firm.