05/23/2013
Critchleys launches private client arm
Under the new proposition, clients will pay a fixed price for their financial plan
Wealth and Asset Management
05/23/2013
Close Brothers delivers good performance
Growth in the business was slightly lower than last year due to a moderation in demand in some markets. The net interest margin remained broadly stable.
05/23/2013
National Bank considering new acquisitions in Canadian wealth management
National Bank says it's interested in new acquisitions
05/23/2013
Handelsbanken completes acquisition of Heartwood in the UK
Heartwood has some 90 employees and conducts discretionary management
05/22/2013
Private banks to outshine state-run peers: brokerage
JPMorgan Securities cited Chinatrust Financial Holding Co and E.Sun Financial Holding Co as its leading picks among private banks
05/22/2013
Funds Industry comes out in force in support of Charity
This year’s event takes place on Thursday 23rd May, at the London Soccer Dome.
05/22/2013
Lloyds to land £450m through 15% SJP stake sale
Lloyds has confirmed it will raise £450 million by selling a further 15% of its St James's Place (SJP) stake.
05/22/2013
Investec wealth arm grows profit to £50.7m in 'encouraging' year
Investec Wealth & Investment has increased its profit by close to a third year-on-year.
05/22/2013
European bank hits the 100,000 private bank client mark
Nordea Private Banking now has more than 100,000 clients in the Nordic region
05/22/2013
Standard Chartered Taps Asean’s Rich for Growth: Southeast Asia
STAN is “very positive about Asean as a whole,
05/21/2013
The collapse of Lehmans prompted Nathalie Dauriac-Stoebe to set up Signia Wealth
Signia of the times
05/21/2013
Family offices to benefit from wealth management growth
Wealth management continues to perform well globally
05/21/2013
Rothschild credit fund soft-closes after solid family office inflows
The fund is also looking at acquiring existing loans in the secondary market
05/21/2013
BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%
As many as 100 new positions are planned as part of a major growth strategy
05/21/2013
Aberdeen completes $179.9m acquisition of Artio
As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).
05/21/2013
FF&P Completes Successful Exit for Investors
We are delighted with the outcome for our clients against the backdrop of an extremely difficult global market over the last few years
05/21/2013
Iveagh's Wyllie increases commercial property exposure
Iveagh’s Chris Wyllie likes bricks and mortar
05/21/2013
RBS bankers receive £2.7m in shares as bonus
Four top bankers share bonus pot,
05/20/2013
LGBT wealth management market worth $3trn
His comments, and the wider debate around gay marriage, highlight the need for advisers with specific skills in understanding the financial and legal needs of same sex couples.
05/20/2013
Former Citigroup Boss Vikram Pandit To Set Up New Indian Bank
Banker Vikram Pandit has made his first big move since stepping down suddenly as Citigroup ’s chief executive