07/04/2019
The British Banking Dynasty That’s Even Older Than the Rothschilds
C. Hoare & Co. has been in business for more than three hundred years, and the family that founded it is still running the show.
Wealth and Asset Management
07/04/2019
Switzerland's Fittest Private Bank Resides in Basel
IFBC also included a ranking of the most efficient private banks
07/04/2019
Quilter could sell its Old Mutual Wealth Life Assurance unit
Quilter said in its results for the year to end-December its life assurance business saw net outflows of £2.3bn in 2018, up from £1.6bn in 2017.
07/04/2019
Societe Generale Plans Sale of U.K. Private Banking Arm
It is working with Rothschild & Co. on the deal, the people said.
07/03/2019
Three women make 'partner' in one fell swoop at Evercore Wealth Management, but don't call it affirmative action, says US Trust spin-off
The $7.6-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine
07/03/2019
Kingswood bosses take majority stake in wealth manager
The company said it had agreed "non-binding heads of terms" for a potential equity investment, with the investor set to become a shareholder in the business as part of the deal.
07/03/2019
Citibank Named “Best Bank for High-Net-Worth Families”
Being recognized by Kiplinger’s as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.”
07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.
07/03/2019
39 000 South Africans have a net worth of $1m or more - report
Performance over the past 10 years was moderate with total private wealth held by people living in South Africa rising by 13 percent from $575 billion in 2008 to $649 billion in 2018.
07/02/2019
Standard Chartered rolls out digital-only bank to three new markets
Standard Chartered is expected to continue its digital expansion in African markets with another launch planned in September for Nigeria.
07/02/2019
SMP Group secures major Jersey acquisition
David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.
07/02/2019
AFH buys Hertfordshire adviser
AFH has £5.4bn of assets under management and 12 offices around the UK.
07/02/2019
Merrill Lynch Loses FAs to Morgan Stanley and RBC
The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months
07/02/2019
What’s Ailing UBS’ Mega-Wealth Unit?
The Swiss bank’s stock has languished against all-time highs in the wider Swiss market.
07/02/2019
Clime ramps up private wealth
"Our top priorities are building the private wealth advisory business and supporting financial advisers with Clime's quality investment products and lastly, acquisition opportunities as they arise" Bristow told Financial Standard.
07/02/2019
Guernsey well-placed to service uptick in private capital structuring
Market-volatility will likely be lucrative for some, but for private investors looking for somewhere else to put their money besides the bank, private assets can be a key part of their portfolio's construction.
07/02/2019
Financial adviser backs athlete's bid for 2020 Olympics
The company — based in Yorkshire, London, Manchester, Durham and Teesside — will take Mr McKenzie on a road trip, where he will run judo classes for local children, and have recorded a series of podcasts with the athlete to help raise awarenes
07/02/2019
Yet Another Merrill Lynch Team Opts for Independence with Sanctuary
A driving factor in our decision to go independent was our team’s unrelenting commitment to acting in the best interests of our clients.
07/01/2019
Lombard Odier’s Wealth Technology Wins Global Industry Award
This award adds to a growing stable of accolades won recently for our technology solutions.
07/01/2019
How philanthropy will play a growing role in African HE
Education comes at a cost and Africa has struggled more than any other region to get the funding it needs in higher education. There are many complicated reasons for this, but one ubiquitous explanation is lack of investment.