09/03/2015
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
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 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 will continue to operate Barclaycard, investment banking and multinational corporate banking in Portugal.
09/03/2015
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
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
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
Local wealth managers plan to hire staff, open more branches
09/02/2015
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
The Belgian owner of Kleinwort Benson is seeking to repel a hostile €675m bid from Fosun
09/02/2015
Move comes after the Swiss Attorney General opened criminal proceedings against executives at the fund
09/01/2015
Here we take a brief look at how three major regions for private banking have been performing in 2015.
09/01/2015
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
World-renowned photographer Annie Leibovitz has partnered with UBS in a new 'transformational' brand campaign for the investment bank.
09/01/2015
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
If rising salaries are putting the squeeze on banks in Asia, they aren’t always beneficial for bankers either.
09/01/2015
Modern Family is not just a TV show these days; it is a reality.
09/01/2015
Citibank today announced the launch of Citi Priority, a new client segment targeting the emerging affluent, with a digitalized, convenient, simple and efficient banking experience to equip aspirational and financially progressive clients with better contr