04/08/2013
Bellpenny and Brooks Macdonald sign strategic alliance
"It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns.”
04/08/2013
GBAM seeks to develop a network to hold discussions about important business issues faced by boutique managers - strategy, products, markets, clients, etc.
04/08/2013
Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients
04/07/2013
Stonehage says that more than 20 per cent of UHNW families now have written frameworks in place, compared to just a few per cent prior to the financial crisis.
04/07/2013
Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.
04/07/2013
£7trillion Britain is better off than ever
The best-off 10 per cent of households have an estimated average per household of £1.82million
04/07/2013
We are very cautious, and these are well-priced deals
04/07/2013
It has now identified London as the hub for its target client set of new-world entrepreneurs
04/04/2013
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/03/2013
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
Michael joined Coutts, the Wealth division of the Royal Bank of Scotland Group, in June 2009, as Chief Executive of Coutts & Co and as a Director of Adam & Company. co
04/01/2013
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
Coutts warns clients of threat from debt markets amid bubble fears
Coutts, the high-end private bank, has warned its clients against exposing their fortunes to a potential collapse of the high-yield debt market amid growing concerns of a new global credit bubble.
04/01/2013
Towry announces strong financial performance in 2012
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Clariden Leu 'Europe' becomes Falcon Private Wealth
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
Family business centre launched
The centre will function through a dedicated team based in Paris
04/01/2013
Investment director Alan Beaney said: ‘We are planning to target the South East of England and have a base there because some private clients and their advisers like local firms. It is a way of expanding our footprint and attracting business in the
04/01/2013
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
04/01/2013
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.