04/05/2016
A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year.
Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.
04/05/2016
Standard Life’s buying spree hits London
Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.
04/05/2016
The new office will be used by Lombard International's sales team as the firm looks to expand its offerings of high-net-worth solutions. The office will be located at 400 Park Avenue.
04/04/2016
Israeli high-tech targets high-net worth investors
With 70% of capital concentrated in few hands, Denny Chared hopes to convince untapped billionaires to invest in Israeli high tech.
04/04/2016
Former FSC boss John Brogden changes tune on bank owned wealth managers
One time lobbyist for the retail wealth management industry, John Brogden, now reckons the big four banks should scrap their "vertically integrated" business models, citing conflicts of interest and flawed pay policies.
04/04/2016
Shareholder group fights pay package for Baer's Collardi, again
Collardi's compensation has been an issue before, when in April 2013 nearly two-thirds of shareholders voted against the private bank’s executive pay plan for the previous year.
04/04/2016
Citi to safeguard $230bn in Swiss custody deal
They do complex support jobs for clients, from handling tax claims to processing trades.
04/04/2016
Last year it sold its corporate broking arm, Charles Stanley Securities, to Panmure Gordon.
04/04/2016
The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.
04/04/2016
A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.
04/04/2016
This partnership will also include client workshops and events as well as ongoing advisor professional development.
04/04/2016
He is a champion for Singaporeans at UBS, but insists that a global hub needs international talent
04/04/2016
Leading UK wealth management firms merge
Combination will create one of the leading UK wealth management firms offering both financial planning and investment management
04/03/2016
Corporate banking, which loans money to large companies and sells the wider investment bank’s products and services, has had a tough start to 2016 as client activity was stifled by bad markets, poor Chinese growth, low interest rates and low oil pri
04/01/2016
RBC Names Veteran Insider as President
Sagissor will manage the day-to-day operations of the private client group, which includes 1,900 advisors across 41 states.
04/01/2016
The unit, known as Old Mutual Wealth Italy, is part of the group's wider wealth management business but is expected to be sold separately as it operates as a standalone unit, the sources said.
04/01/2016
The London-based investor has emerged as the strongest contender among the buyout firms and a sale may value Towry at as much as 600 million pounds ($863 million), said the people, who asked not to be named because the deliberations are private
03/31/2016
The private banking arm of BDO Unibank for the affluent market, has been recognized the Best Private Bank in the Philippines Overall in the recent survey conducted by the London-based financial publication Euromoney.
03/31/2016
The partnership with Castlegate Financial Management opens BMAM’s resource pool to Castlegate’s 80-plus investment team.
03/31/2016
SEI announced today that SEI Private Wealth Management won in the category of "Innovative Client Solution" at the third annual Family Wealth Report Awards 2016.