08/18/2019
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
The situation remains fraught, two months after the original incident, which saw Donovan apologize – but not fast enough for UBS to lose a key Chinese deal.
08/16/2019
The move translates to a revolution for the hidebound Genevan private bank, which has maintained a distinctly more Calvinistic work ethic in the first 200 years of its existence.
08/16/2019
Thanks to better-performing exchanges, assets under management reached CHF 44.3 billion compared to CHF 42.3 billion at the end of 2018.
08/16/2019
But that lackluster price movement is all over now.
08/16/2019
HM Receiver General in the Channel Island to look after assets as company’s liquidation is finalised
08/16/2019
The robo-advisor will provide an online platform for the firm’s clients
08/16/2019
The Asset is proud to announce the winners of the Private Banking and Wealth Management Awards 2019
08/16/2019
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
08/16/2019
‘We are far more interested in giving our money out to clients to go and help them create wealth.’
08/15/2019
“Hawksford’s 60-year private client heritage makes us one of the most trusted names in fiduciary services for individuals and families from all over the world,” Quek begins.
08/15/2019
Danske's espousal of a socially responsible attitude to interest rates follows sustained criticism of the bank's role at the heart of a Russian money laundering scandal
08/15/2019
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
Three years later, having already doubled in size, he says the firm is poised and ready to realise strong growth now that all the building blocks have been put in place, and as India’s economy, financial markets, private wealth creation and politics
08/15/2019
The shortlist is based on submissions, judges’ recommendation and editorial research
08/15/2019
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
The US economy remains well placed to withstand continued weakness in global manufacturing, so long as there isn’t a further escalation in the USChina trade dispute whereby tariffs rise to 25% on all Chinese imports.
08/15/2019
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.