03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
Swiss Wealth unit shuts down as volumes sink
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
The spat illustrates a thorny issue for Swiss banks. They are eager to shed undeclared American accounts, but Switzerland’s bank secrecy laws mean they can’t easily open up their records to US authorities.
03/09/2015
He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.
03/08/2015
Fisher Investments UK is Recognized as Wealth Manager of the Year
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers
03/06/2015
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.
03/05/2015
Falcon Private Bank eyes acquisitions as industry consolidates
The last major acquisition by Falcon, which manages around 16 billion francs of assets, was the October 2012 deal for a London-based unit of boutique Clariden Leu from Credit Suisse, including some 2 billion francs in assets.
03/05/2015
Want to Build Lasting Client Relationships? Be a 'Sticky Hub'
Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships.
03/05/2015
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.
03/05/2015
The world is likely to see its first trillionaire in 20 years, and they are likely to have made their fortune in the space industry according to one analyst
03/05/2015
Established in 1999, the Foundation is a charitable grant-making vehicle
03/04/2015
Charles Stanley hires Bri CIO to lead Birmingham push
Charles Stanley has hired BRI Wealth Management chief investment officer
03/04/2015
Middle East and Africa private wealth set to hit $7.2t by 2018
Even with the slide in oil prices, the Middle East, Africa and South Asia region is still a major source of substantial wealth creation.
03/04/2015
Davy Stockbrokers buys outsourcing firm
Davy Group is Ireland's biggest provider of wealth management, asset management, capital markets and financial advisory services.
03/04/2015
AUM per relationship manager also showed significant growth, with relationship managers averaging US$286 million in 2014, a 4.1 per cent year-on-year increase, it said.
03/04/2015
Qatar Islamic Bank opens new London headquarters
Bank’s commitment to its UK business, dedicated to serving its high net worth clients from a centrally-located headquarters.
03/04/2015
London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials
03/04/2015
The combination of a prolonged period of low interest rates, the likelihood of lower real returns on risk assets and rising regulatory pressures present wealth managers with substantial challenges in 2015.