07/03/2013
Wealthy individuals 'see education as asset'
Wealthy Chinese are showing their appetite and spending patterns in luxury markets.
Wealth and Asset Management
07/03/2013
Wealthy Appetite: HNWIs gobbling up European prime property
Very few agents can go toe to toe with Beauchamp Estates on sheer net-worth-per-client.
07/03/2013
Wealth manager apathy leaves investment trusts ‘vulnerable to corporate raiders’
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Edmond de Rothschild in major restructure
Following news its Paris-based fund selection chief was leaving
07/03/2013
Seven IM teams up IFAs, accountants and solicitors
Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together
07/03/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/03/2013
Tax relief for charities and donors increased to £4.09bn in 2012/13, HMRC reveals
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
PCI and Charity Estimates – Q2
The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
07/02/2013
BNP Paribas Wealth Management wins prestigious awards
In addition, BNP Paribas Wealth Management was awarded as one of the Top 3 Best Private Bank in China and Top 3 Best Private Bank in Taiwan, in the foreign category.
07/02/2013
2plan Wealth Management post first profit
Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,
07/02/2013
Bonus Limit for Fund Managers Rejected in EU Parliament Vote
The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary
07/02/2013
AWD Chase de Vere profits hit as it braces for Keydata fight
Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012
07/02/2013
McManus & Associates Named Finalist for STEP Private Client Awards
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/01/2013
Syz Group positions for better days with expansion plans
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds
07/01/2013
BNY Mellon on track for managed accounts business in HK
BNY Mellon has received licence approval from the Securities and Futures Commission for its new dedicated Hong Kong-based subsidiary to establish a separately managed accounts business.
07/01/2013
Government 'to ask Rothschild to advise on RBS split'
The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.
07/01/2013
Gold tumble sparks wealth switch
Individual mainland investors are no longer in a rush to buy gold.
07/01/2013
Mirabaud, following Pictet and Lombard Odier, abandons unlimited liability
The ownership as well as the group’s management will remain in the hands of the current managing partners
07/01/2013
Julius Baer takes on Merrill Lynch’s advisers
The integration of the new businesses is moving ahead swiftly and in line with the original plans.
07/01/2013
Ashcourt Rowan plans workplace push as earnings increase
he wealth management firm said it planned to develop its workplace pensions business to increase its market share