11/10/2017
Investec W&I Launches Private Office
Investec W&I Is Seeking To Expand Its Reach In The High Net Worth Market With The Launch Of A Private Office
Wealth and Asset Management
11/09/2017
Behind the scenes at the ‘Oscars of finance’
It was a night to remember and Gatsby-like glitz, writes Olenka Hamilton
11/09/2017
UBS Reshuffles Advisory Leadership In Investment Bank Memo
Swiss Lender UBS Has Reshuffled Senior Positions At Its Investment Bank By Appointing New Regional Heads
11/09/2017
National Philanthropic Trust UK Wins WealthBriefing GCC Region Award 2017
NPT-UK was recognised by WealthBriefing for its donor-advised fund giving vehicles, which provide private clients with an alternative to setting up their own charitable foundation.
11/09/2017
SJP chief praises 'admirable' variable fund fees
Fidelity recently announced investors would be charged based on a fund's performance.
11/08/2017
Rowan Dartington hits £2bn two years after SJP buy
It is now in the process of opening up a new Nottingham office.
11/08/2017
ZEDRA announces completion of the acquisition of Interconsult, Luxembourg
Interconsult was established in 1992 and as such one of the oldest corporate service firms in Luxembourg and is located in the centre of Luxembourg City.
11/08/2017
Canaccord Genuity reports Significant increased scale of global wealth management business
Working capital of $464.7 million, a decrease of $23.8 million from $488.5 million
11/08/2017
ABN Amro beats estimates with rise in Q3 net profit
Net interest income misses estimates, Kepler Cheuvreux says
11/08/2017
How Trusts And Estates Lawyers Can Become Seriously Wealthy
To get on the track to become seriously wealthy, the great majority of trusts and estates lawyers need to start with their legal practices.
11/08/2017
Merrill Lynch swells ranks of fiduciary 401(k) advisers by more that 3,000
More than 22% of its total adviser workforce is now certified by the wirehouse to act as a fiduciary for retirement plans
11/08/2017
St. James's Place Academy celebrates its latest graduates
The St. James’s Place Academy seeks to bridge this gap, by producing the next generation of educated, ethical and committed wealth managers.
11/08/2017
Spear’s Crowns Top HNW Advisers Of 2017
Spear’s Rolled Out The Red Carpet For The Crème De La Crème Of London’s Wealth Management World
11/08/2017
Merrill Lynch Revamps Broker Pay to Reward Referrals, Stronger Growth
The referral quota itself is unchanged from 2017.
11/08/2017
Growth & Innovation in Israeli Philanthropy
The Israeli philanthropic community has grown significantly and a culture of giving has taken off.
11/07/2017
Indosuez Wealth Management to acquire Banca Leonardo, a leading wealth manager in Italy
The acquisition will bring a client portfolio predominantly composed of High Net Worth Individuals.
11/07/2017
Tiny Players Flourish in Storm
The firm's successful fight for its autonomy is also a sign of the new confidence among independent asset managers.
11/07/2017
BNY Mellon's Pershing Expands Its Suite of Philanthropic Solutions
The addition of RenPSG will provide Pershing clients with access to a broader menu of philanthropic solutions, including new services such as a branded website program and administration for charitable trusts, helping them better serve the fast-growing ch
11/07/2017
Hawksmoor IM Funds Under Management soar through £1 billion
Hawksmoor was launched by CEO John Crowley in 2008, and has built a strong reputation along with a rapidly expanding client base.
11/07/2017
Wealth Manager makes another acquisition
The acquisition allows Roy to retire from the financial planning industry with the re-assurance his clients will continue to receive quality ongoing financial advice from Old Mutual Wealth Private Client Advisers.