06/16/2013
Tilney’s directors said: ‘The company’s provision has arisen as a result of the FSCS announcing pre-year-end that an additional levy would be payable by the private wealth management industry, and will result in a future outflow with no
06/16/2013
The total wealth of the financiers in the list exceeds US$27 billion, and foreign born ultra high net worth individuals (UHNWIs) constitute 66 per cent of that total.
06/16/2013
Signia Wealth is currently in discussions with a couple of family offices, one of which is a “fairly long way down the line”.
06/14/2013
The category was open to wealth managers and asset managers and the award was based on a combination of votes from Investors Chronicle readers and an independent judging panel of representatives from across the financial services industry.
06/14/2013
International Award Winners Announced
06/14/2013
Barclays’ Wealth and Investment division has withdrawn its discretionary management service for direct clients
06/14/2013
We want to know who’s really doing an outstanding job.
06/14/2013
The Cazenove European Fund has been removed from the Wealth 150 list of our favourite funds across the major sectors.
06/14/2013
Evidence of the missing individuals is to be found in empty bankers’ desks and less busy client meeting rooms.
06/14/2013
This award is based on the votes of Financial Times and Investors Chronicle readers, a panel of judges, performance data and interviews with managers.
06/13/2013
Discretionary and advisory assets under management increased by 64% (on a like for like basis, excluding WCAM).
06/12/2013
Scotiabank is changing the name of its DundeeWealth financial advisory business.
06/12/2013
Having met that goal two quarters early, it is now aiming for higher margins, according to Gorman's presentation.
06/12/2013
Prince Max says customers are attracted by LGT's "Princely Portfolio" that allows them to mirror the strategy used for the royal family fortune, estimated to be as much as 8 billion francs.
06/12/2013
‘We have missed out on a lot of what you could call the low-hanging fruit,’ says Andrew Morris, head of business development at IFA asset manager Signature and co-founder of parent company Rowan Dartington, reflecting on the recent discretiona
06/12/2013
The possibility of a breakup at RHJ International SA (RHJI.BT) receded Wednesday after its biggest shareholder said it is sticking by the company in its effort buy German private bank BHF-Bank.
06/12/2013
Malayan Banking Bhd (Maybank) wants to cater to the “mass affluent” banking business segment, a customer group which has often been overlooked by the wider local financial industry.
06/12/2013
Mirabaud Group, one of the oldest Swiss private banking firms, has founded a new branch of Mirabaud Securities in Spain.
06/12/2013
Fund supermarket Hargreaves Lansdown has defended the independence of its research
06/12/2013
A bank that offers wealth management services to high net worth individuals has released the results of an online survey