05/14/2013
Independently-owned discretionary wealth manager, London & Capital, has underlined its growing presence in the Ultra High Net Worth market, announcing today the launch of the London & Capital Private Investment Office.
05/14/2013
Swiss bank is changing the direction of its $11bn asset management business by expanding its presence in the UK wholesale market, necessitating high-profile appointments
05/14/2013
I am becoming involved with and investing in 85 Broads because investing in women is smart business
05/13/2013
Dutch bank Van Lanschot to cut 250 jobs in reorganisation
Strategic choice for activities that preserve and create client wealth; Van Lanschot welcomes starters building wealth and deepens online offering
05/13/2013
Boosted by buoyant financial markets and recent takeover activity
05/13/2013
The recent turnaround in Citigroup's fortunes is great news for investors, as new management helps guide the bank to a more profitable future. Some of the bank's more lucrative sections, however, have been growing for some time, after being put
05/13/2013
The new company is aimed specifically at clients that face the complex regulatory and tax issues
05/13/2013
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 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
The purpose of this study was to measure the psychological impact of the 2008 financial crisis on financial planners.
05/12/2013
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
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
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 has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms
05/12/2013
Premier Asset Management has streamlined its fund range in a move to broaden its appeal in the wealth management market
05/12/2013
Our business has grown significantly over the last few years
05/12/2013
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 the world's largest bank by total assets
05/11/2013
Persuading wealthy supporters to stump up thousands of pounds to secure their kids internships