03/17/2014
Bellpenny swells FUM by further £21m with latest purchase
Bellpenny, the national wealth manager and IFA acquirer, has acquired Essex-based Personal & Corporate Financial Solutions
Wealth and Asset Management
03/17/2014
Emirates NBD recognised by Euromoney as best provider of private banking services in UAE
Emirates NBD, a leading bank in the region, announced today that it had been named the “Best Local bank United Arab Emirates,” in the 2014 annual Euromoney Private Banking and Wealth Management Survey.
03/17/2014
Coutts staff angered at bonus cuts
Staff at Coutts have reacted furiously after learning their bonuses have been slashed by 40% this year.
03/17/2014
Emirates NBD recognised by Euromoney as best provider of private banking services in UAE
The survey, which classifies professional wealth management service providers according to international, regional and country-wise criteria, has named Emirates NBD Private Banking as the best local bank in the UAE in the area of wealth management.
03/17/2014
Platforms divided as advisers hit out at re-reg exit fees
Advisers have urged platforms to scrap exit fees, which they argue create a costly barrier to re-registration.
03/14/2014
Credit Suisse Lures Africa Entrepreneurs With Investment Bankers
Credit Suisse Group AG is deploying investment bankers to woo African entrepreneurs as the second- biggest Swiss bank tries to build its wealth-management business on the continent.
03/14/2014
Bank of Singapore loses NRI team to Sarasin
They joined Swiss private bank J. Safra Sarasin in early March, and sources say more are expected to follow from BoS's NRI teams in Dubai and Singapore.
03/14/2014
Australasian Wealth Investments making big moves in financial services space
An investment company which bought 49 per cent stake in van Eyk Research last year is planning to spend another $1 million on a financial services start-up.
03/14/2014
City of London Wealth Management Awards 2014
Well done to Goodacre for organising a very good night, I look forward to next year.
03/14/2014
DBS Near Deal for Société Générale’s Asia Private Banking Business
Singapore’s DBS Group Holdings is near an agreement to buy the Asian private banking business of French bank Société Générale SA in a deal valued at around $250 million
03/14/2014
Canaccord Genuity Voted Wealth Management Company of the Year
This year a record number of votes were cast.
03/14/2014
FxPro Recognised as Best FX Services Provider at the City of London Wealth Management Awards
FxPro Group Ltd has won the City of London Wealth Management Award for Best FX Services Provider at a ceremony held in the City of London’s Guildhall on 12thMarch 2014.
03/13/2014
IFG Group Sells IFA Business For £9.1 Million
James Hay and Saunderson House parent company IFG Group has sold its IFA arm to Ascot Lloyd.
03/13/2014
Excellence in UK Private Asset Management Celebrated at the PAM Awards Gala Event
Senior private asset managers enjoyed a lavish gala event, celebrating the exceptional achievements of private asset managers, organised by PAM Insight with Wendy Marston Events.
03/13/2014
F&C sees “significant headwinds” despite profit rise
Fund flows from the Consumer and Institutional business were strongly positive in the fourth quarter at £771 million
03/13/2014
Citywire Wealth Manager Awards 2014: Revealed - the six regional winners
We reveal the six wealth offices across the country which advisers voted to be best in class at our annual awards ceremony.
03/13/2014
Mauritius at The Forefront of Tax Friendly Countries For High Net Worth Foreigners
From “Tiger of the Indian Ocean” to “Cyber island”, Mauritius has turned now into a “Safe and Reliable Investment Hub” in terms of good governance as well as ethical, economic, political and social stability.
03/13/2014
Citywealth Magic Circle Awards voting is open: have your say on who should win in 2014
The shortlist of candidates, put forward for the Citywealth Magic Circle Awards 2014 has been released by the judges and the public vote is now open to allow the global private wealth industry to have their say.
03/13/2014
JPMorgan Asset Management Selling Euro-Periphery Debt on Rally
JPMorgan Asset Management is reducing its holdings of Europe’s higher-yielding debt as it bets a rally in the bonds is ending.
03/13/2014
TD Bank hopes to expand U.S. wealth management unit
Toronto-Dominion Bank hopes to expand its U.S. wealth management business, targeting a million people with at least $100,000 in liquid assets