09/04/2015
Small is beautiful: wealth firms still see value in less rich
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
Wealth and Asset Management
09/03/2015
Stonehage Fleming Family & Partners takes on Montfort Communications after five-way pitch
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
St James’s Place boosts number of advisers in Asia and eyes UAE
St James’s Place Asia, the re-branded The Henley Group, has seen 40% growth in the number of partners and advisers based at its three offices in the region.
09/03/2015
Barclays sells Portuguese wealth business
Barclays will continue to operate Barclaycard, investment banking and multinational corporate banking in Portugal.
09/03/2015
Can Private Wealth Plug the Infrastructure Fundraising Gap?
These funds and also private banks themselves have pooled hundreds of millions of pounds from the ultra wealthy
09/02/2015
Global Asset Manager Launches New Ad Campaign
Today, the world of investing is too often viewed through a short-term lens using fear, fantasy lifestyle or pure product performance attributes to connect with investors," said Willis.
09/02/2015
Completion of FLAG Acquisition Establishes Aberdeen's Investment Capabilities in Global Alternatives
The combined team now has around 50 such professionals in the US, Europe and Asia.
09/02/2015
KPMG opens a Mayfair members' club to entertain clients
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
Tavistock boss: We want to be 'more modern' SJP
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)
09/02/2015
India's local wealth managers push to grow as foreign rivals struggle
Local wealth managers plan to hire staff, open more branches
09/02/2015
Bankinter Acquires The Retail Business Of Barclays In Portugal
This takeover constitutes a remarkable boost to the growth strategy of the bank and to the consolidation of Bankinter as a bank with a European vocation and reach.
09/02/2015
Kleinwort Benson turns to Oddo for counter bid to fend off Fosun
The Belgian owner of Kleinwort Benson is seeking to repel a hostile €675m bid from Fosun
09/02/2015
Swiss Authorities Freeze Millions of Dollars Linked to Malaysian Fund 1MDB
Move comes after the Swiss Attorney General opened criminal proceedings against executives at the fund
09/01/2015
Recent Developments in Private Banking
Here we take a brief look at how three major regions for private banking have been performing in 2015.
09/01/2015
Family trusts mix well with SMSFs
SMSFs have the added advantage of maximising the benefits you obtain from super due to the flexibility and control they arm you with.
09/01/2015
Annie Leibovitz and Nobel laureates feature in multimillion UBS rebrand
World-renowned photographer Annie Leibovitz has partnered with UBS in a new 'transformational' brand campaign for the investment bank.
09/01/2015
Nutmeg reveals plan to offer financial advice
He added that customers have often asked for advice, but so far it is something the investment platform has been unable to provide.
09/01/2015
Asian bankers live to regret accepting “obscene” 50% pay rises
If rising salaries are putting the squeeze on banks in Asia, they aren’t always beneficial for bankers either.
09/01/2015
Nontraditional Families A Growing Market For Advisors
Modern Family is not just a TV show these days; it is a reality.