06/24/2012
He also lured his former colleague, Andrew Herberts, an investment director at Adam, to join the new business which will target individuals with at least £250,000 to invest.
06/24/2012
From historic hotels to private jet showrooms, the business of catering to the super-rich is still booming
06/24/2012
Family businesses play an essential role in the health of the European economy, representing more than 60% of all European companies and accounting for 40% to 50% of employment in Europe.
06/24/2012
Walker Crips Group has disposed of its entire holding of Liontrust shares in order to pay investors a special dividend.
06/21/2012
This is particularly evident in the UK and other similar jurisdictions which host a significant number of financial services firms, many of them private banks and wealth managers serving retail, affluent and high net worth individuals.
06/21/2012
Each high-net-worth individual has a unique situation and goals related to their wealth, and therefore a specific set of needs.
06/21/2012
After years of building operations in the fast-growing Middle East and North Africa region, European lenders are shrinking back due to a crippling debt crisis at home and the need to raise capital to meet regulatory requirements.
06/20/2012
At Insight, Adam Mossakowski, the Fund Manager of the La Valette Sterling Income Fund and a UK and Global credit specialist, highlighted the systematic investment philosophy applied by Insight through precision methodology and diversification concept.
06/20/2012
"I have no doubt that we will come to an agreement at the European summit in Brussels
06/20/2012
Credit Suisse Group AG Chief Executive Officer Brady Dougan,
06/20/2012
RBC Wealth Management’s British Isles Trust and Fiduciary Services business has been named on Private Client Practitioner’s list of the Top 25 Trust Companies for the second successive year.
06/20/2012
Assets under management rose to £1.5bn at 31 March - up from £1.3bn last time.
06/19/2012
Financial planning-led IFAs will pose serious competition to traditional wealth management firms that have been slow to adapt to regulatory change, a report from KPMG has claimed.
06/19/2012
Given the early stage of these discussions, the outcome is entirely open.
06/19/2012
Global high net worth population increased slightly in 2011, their investable wealth declined.
06/19/2012
The taxpayer-backed private bank that counts the Queen among its clients, has begun offering customers compensation likely to run to millions of pounds for bonds missold to them at the height of the financial crisis, I have learned.
06/19/2012
But wealth managers argue that only “risk assets”, such as equities, have the potential to preserve the value of their clients’ portfolios in real terms.
06/19/2012
Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.
06/19/2012
Switzerland’s central bank suggested Credit Suisse should raise fresh equity from shareholders, scrap its dividend or shrink its risk appetite further.
06/19/2012
The FT reports responses to its annual wealth management survey show 19 firms have not made a decision about their service offering as of next year, including Towry, Barclays, Coutts and Co, Charles Stanley and Killik and Co.