05/13/2013
Vestra Wealth plans to exploit FATCA opportunity with Vestra US
The new company is aimed specifically at clients that face the complex regulatory and tax issues
Wealth and Asset Management
05/13/2013
EFG International looks to increase dividend payouts
Swiss private bank EFG International plans to return more cash to shareholders having emerged from a two-year restructuring campaign to get back into profit, its chief executive told Reuters.
05/13/2013
Lord Rothschild's RIT Capital makes history after passing £2bn mark
Lord Jacob Rothschild's investment company RIT Capital Partners has seen its assets exceed the £2 billion mark for the first time in its history.
05/12/2013
Some Financial Advisers May Have PTSD Following 2008 Crisis: Study
The purpose of this study was to measure the psychological impact of the 2008 financial crisis on financial planners.
05/12/2013
Wealth managers - don't write that book!
Sometimes advisers feel they have a mission or a calling
05/12/2013
HSBC puts a slice of private bank up for sale
HSBC has put part of its global private bank up for sale. It has reclassified assets as non-core, which reduced revenues and pushed the operation into the red in the first three months of this year.
05/12/2013
Wealth Managers Benefit HNW Clients
Tutors International report a rise in enquiries from private wealth managers they extend their services beyond financial and investment management and into lifestyle and domestic affairs.
05/12/2013
Johim posts 10% profit rise ahead of Credit Suisse spin-out
JO Hambro Investment Management went into its March part management buyout from Credit Suisse on the back of a near 10% rise in profits in 2012
05/12/2013
Hewins Financial Launches Cue Wealth Management Solutions
Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms
05/12/2013
Premier targets wealth managers with fund range revamp
Premier Asset Management has streamlined its fund range in a move to broaden its appeal in the wealth management market
05/12/2013
Towry boosts pre-tax profit by £1.1m on last year
Our business has grown significantly over the last few years
05/12/2013
German asset managers join forces to launch US property boutique
Ahead of new regulation and with a mind to tap new institutional clients, two German asset management firms have started their own US property group.
05/12/2013
It's Official (Sort of): JPMorgan Is World's Biggest Bank
It's the world's largest bank by total assets
05/11/2013
What am I bid for a week's work at Coutts? - the Westminster school auction
Persuading wealthy supporters to stump up thousands of pounds to secure their kids internships
05/10/2013
Private bank highlights importance of customer service
Customer service has been at the heart of a new strategy by private bank Duncan Lawrie
05/09/2013
Coutts partners with Condé Nast Traveller to produce The Expert
The 65-page guide to travel will be distributed with Tatler magazine in Hong Kong and Singapore in May.
05/09/2013
Stanchart Said in Final Talks to Buy India Wealth Unit
Standard Chartered Plc, the U.K. bank that earns most of its profit in Asia, is in final talks to buy Morgan Stanley’s Indian wealth management unit, two people familiar with the discussions said.
05/09/2013
Cass to launch new Masters in Wealth Management
New postgraduate degree responds to demand for specialist training in wake of Retail Distribution Review
05/09/2013
Queen's bank predicts upturn
West Midlands are poised to help kick-start an economic upturn despite the slow pace of recovery
05/09/2013
Dutch insurer Achmea to pull £10.3bn from F&C
Overall it was a mixed quarter for F&C's strategic partners arm as positive performance