04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
DBS-SG deal could spark trend: Scorpio
DBS’s purchase of Société Générale’s Asia private banking business could presage similar east-west tie-ups, says consultancy Scorpio Partnership.
04/04/2014
Star investor Neil Woodford will take three mandates with combined assets of £3.65 billion to Oakley Capital Management
04/04/2014
Hampden lends backing to new private bank
The veteran banker, who had sought a major investor to lend a suitably Scottish name to his Scoban venture, has attracted insurance and financial services group Hampden, the largest priv-ate capital adviser at Lloyds.
04/04/2014
Luminaries from the private wealth management industry honoured outstanding practitioners last night at the inaugural Switzerland & Liechtenstein WealthBriefing awards, held in Geneva.
04/04/2014
Wealth firm raises £1.6m to fuel acquisition spree
The financial advisory and discretionary wealth firm told the market it had received commitments to subscribe for a total 1,157,854 shares of 10p in the company at a price of 140p per share.
04/04/2014
The six quit Brewin last March to join Charles Stanley and launched a Leicester office for the company.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business
04/03/2014
The chief executive of Credit Suisse Group AG received a 26% increase in total pay for 2013, a year in which the Swiss lender's profit rose sharply as it streamlined operations.
04/03/2014
Credit Suisse’s preliminary results for 2013 were updated to reflect an additional after-tax charge of CHF 468 million, primarily due to an increase in the litigation provision relating to the ongoing United States Department of Justice (DOJ) invest
04/03/2014
Canada's 86 richest families and individuals own as much as poorest 11.4 million
04/03/2014
Merger of wealth management firms completed as planned
The teams from the two companies have been combined and now share the same workspace
04/03/2014
Discretionary managers to merge
The deal has received FCA approval and is scheduled to complete on Wednesday 30 April 2014.
04/03/2014
Australian news website Business Spectator reported the news earlier today.
04/03/2014
Ruffer Investment Company Ltd Wednesday reported a negative total return between the start of January and the end of March.
04/02/2014
Managing the wealth of rich individuals is becoming an increasingly competitive business as more players enter the market, but it is a complex industry in which the "chancers" will not survive.
04/02/2014
Vontobel dropped as much as 1 percent in Zurich, and was 0.4 percent lower at 34.65 Swiss francs by 10:54 a.m., extending the loss this year to 6.2 percent. The stock climbed 27 percent in 2013.
04/02/2014
The introduction of Private Client reinforces our commitment to superior service
04/02/2014
This visa route is a positive step by the government Read more: http://www.digitaljournal.com/pr/1826594#ixzz2xjJhOGEy