Managers of Wealth

Queen's bank Coutts to review 60 years of client files over concerns about investment advice

Coutts is to review every client investment dating back to 1957 in one of the most thorough suitability reviews ever carried out in the industry.

Platform opens wine fund opportunity to wealth managers

The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners

SocGen, Santander mull tie-up with Germany’s Commerzbank – report

France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank

Nottingham IFA boosts assets to £400m with double acquisition

The East Midlands IFA has bought IFAs Bromley & Coe and Meridian Financial Management.

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.

Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

Swiss private bank says confident of solution with US in tax dispute -paper

De Saussure said it was hard to say when the dispute between Swiss banks and U.S. authorities would reach its conclusion

Speechly Bircham Adivses FF&P Private Equity on its Investment in Ticketscript

The Speechlys team was led by head of private equity Malcolm MacDougall

Wealth managers beef up advisory team as risk appetite of HNIs & cash-rich business families to surge

The firms also expect wealth to be unlocked by companies through public offers, the sale or purchase of assets and money being raised through various financial products to expand business.

Nedbank Private Wealth retains gold standard

Nedbank Private Wealth has had good reason to celebrate.

CIBC FirstCaribbean opens private wealth management office

It makes sense that Cayman would boast the flagship office as our jurisdiction’s reputation for excellence

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

Wealth Management - Act now on transfers before the regulators act on you

Arunima Haque from Capco says it's only a matter of time before the regulators step in

Wealthy Investors Meet with Marijuana Startups in Denver

More than a dozen of the top pre-selected entrepreneurs will pitch accredited investors on their cannabis business dreams in a private meeting only open to its members.

Societe Generale Private Banking announces the winners of the 2014 “Campden European Families in Business Awards”

Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju

FGB Named Best Bank In United Arab Emirates And Best Wealth Management Firm

The awards were presented to bank executives at an awards ceremony at Emirates Towers Hotel in Dubai this week.

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

Sallie Krawcheck Opens an Index Fund Focused on Women

The fund focuses on a selection of companies that are culled from a global index according to the gender diversity of their top ranks.

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

Sallie Krawcheck Looks to Ellevate With New Venture

Fund Will Track New Pax Global Women’s Leadership Index

Wealth and Asset Management