05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
Mr Elliot said: “We are targeting two areas — the expatriate market and the Hong Kong Chinese markets.
05/22/2015
The Vistra Group management team will continue to hold a significant shareholding in the Company after completion.
05/22/2015
Report by René Matteotti, Professor at the University of Zurich, on the “Yes to the protection of privacy” initiative (Matter Initiative)
05/21/2015
The rise of discretionary has continued unabated in recent years.
05/21/2015
When it comes to the wealthy, the math on the asset side of the profit and loss statement is pretty simple.
05/21/2015
Financial advisers and investors now can compare how their net worth and investment styles compare to that of President Obama and his wife.
05/21/2015
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
Odey Asset Management raises stake in Plus500
The wealth management firm now holds 14.09% interest in Plus500, after purchasing 1,605,000 shares in the broker on Monday.
05/20/2015
Europe Assets 'Topic du Jour' Among Wealthy: Smiles
Simon Smiles, the Zurich-based chief investment officer for ultra-high-net-worth individuals at UBS Group AG, talks about investors' interests in European assets
05/20/2015
It's a really formidable challenge for firms to get into the high-end wealth management market and leverage off their name without a solid strategy," says Brian Hughes, president of Philadelphia consulting firm Hughes Growth Strategies.
05/19/2015
Luxembourg private bank opens Hong Kong office
Considering the growing number of high-net-worth individuals in and around Hong Kong, there is substantial demand for quality asset management.
05/19/2015
DST partners UK wealth manager
The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content.
05/19/2015
UK Private Bank signed as sole financial advisers to London Paramount
A London-based private banking firm has signed up as sole financial adviser to a ‘Best of Hollywood meets Best of British’ Disneyland-style resort planned in Kent.
05/19/2015
In an economic context that is fundamentally favourable to European equities, Michael Clements and his team can detect many undervalued stocks ripe for appreciation as a result of his long-term contrarian investment approach.
05/19/2015
But Investec is adamant that its new approach to servicing its clients, called One Place, is not some clever marketing ploy
05/19/2015
The women-only firm is based on a similar model, with founder and managing director Indre Butkeviciute telling FTAdviser that after speaking to many people in the industry, this area appeared to be an under-served niche.
05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources