09/02/2014
Cambridgeshire IFA gets nod on discretionary permissions
The firm manages around £85 million of clients’ assets in the portfolios.
Wealth and Asset Management
09/02/2014
MUBE orders industrial action at HSBC’s wealth management division
The union said that this employee’s right to be included under the same terms and conditions detailed in the agreement covering wealth management employees signed on April 2013 was not being recognised by the bank.
09/02/2014
Psigma: ‘Back to basics’ wins IFAs over
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
Bank Muamalat To Launch Islamic Private Banking Within A Year
Bank Muamalat Malaysia Bhd expects to launch Islamic Private Banking within a year to cater to the growing demand for the service.
09/02/2014
Ex-Barclays pair join European Wealth
With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals
09/02/2014
ABN AMRO further strengthens private banking in Europe
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
Novia takes £250k stake in advice firm
County Life & Pensions includes the Sterling McCall network.
09/02/2014
Speakers confirmed for Guernsey Trust event
The agenda for the day includes a variety of panel sessions
09/02/2014
Rothschild-Backed Fidelity of Ghana to Double Branches
Competition among banks is increasing as lenders seek to tap segments of the population who don’t use banking services
09/02/2014
UOB Private Bank sponsors CNBC's Managing Asia Succession Planning Series
Featuring leaders from the first to the fifth generation as they share their insights, experiences and strategies on how they are ensuring the sustainability of their companies and creating enduring legacies.
09/01/2014
Buoyant DIY investing giant Hargreaves Lansdown 'poised to apply for a full banking licence'
Financial services group Hargreaves Lansdown is expected to say it will apply for a full banking licence to take advantage of a growing flood of client money through its business.
09/01/2014
Islamic finance a chance to connect
T.E. Lawrence, also known as Lawrence of Arabia, said that all the revision in the world will not save a bad first draft for the architecture of the thing comes or fails to come in the first conception and revision only affects the detail and ornament.
09/01/2014
Barclays’ Spanish wealth management division changes hands
Will consolidate its leadership in Spain, gaining approximately 550,000 new customers, mainly from the retail banking and private and personal banking divisions, as well as a network of 270 branches and approxima
09/01/2014
Credit Suisse, Julius Baer Held Possible Merger Talks, SZ Says
Credit Suisse Group AG and Julius Baer Group Ltd. held talks about a possible merger, Swiss newspaper SonntagsZeitung reported, citing people it didn’t identify.
09/01/2014
Hoare's Jeremy Marshall: The Bible-smuggler’s son and the case for moral banking
Jeremy Marshall was 10 when his pastor father took him on Bible-smuggling trips into the Soviet Union.
09/01/2014
Brewin slashes £13m off tech writedown bill
Along with this impairment charge, the Brewin said would need to pay a further £15 million over the next 10 years under original contracts.
09/01/2014
Funds gaining traction in discretionary portfolios
JP Morgan Private Bank and UBS Wealth Management see increasing use of funds in discretionary portfolios. A house view is also seen as synonymous with use of funds.
09/01/2014
Bellpenny adds £108m assets with Glasgow IFA buy
Its most recent - and largest - buy came last month when it acquired Torquil Clark from Skipton Building Society for an undisclosed sum
08/31/2014
Wealthy Chinese offer rich pickings
As a result, investment managers are instead looking to the wealth management market, where the brave are breaking new ground in search of market share by selling sophisticated, risk-adjusted products.
08/31/2014
Transaction between Banque Cramer & Cie SA and Valartis Bank AG, Switzerland successfully closed
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