06/24/2013
AFH snaps up South West IFA in £1.5m deal
This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial
06/24/2013
This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial
06/24/2013
Barclays adds to wealth arsenal with Southeast opening
The branch will offer a range of private banking and wealth advisory services as well as corporate banking through a team led by Mark Moran.
06/24/2013
The scale of the challenge faced by UK banks to regain the trust of the public has been highlighted by a CISI survey.
06/24/2013
FEIFA has announced a new partnership with Brooks Macdonald Funds (BMF).
06/23/2013
UBS to Shut India Wealth-Management Unit
The move is part of the company's global strategy of focusing only on "core strengths" in each country where it operates and on businesses that require less capital, the person said.
06/23/2013
UK wealth managers turn Americans away
American citizens living in the UK are struggling to get financial advice as private client and wealth managers turn away clients with links to the US.
06/23/2013
The Hongkong and Shanghai Banking Corporation Club was recognised by the Rugby Football Union in 1887
06/23/2013
Credit Suisse to hand bank staff names to US
The Credit Suisse bank is to disclose the names of more of its staff to the United States authorities
06/23/2013
"We expect this approach to be more effective and swift in slowing shadow activity than previous efforts, which have focused predominantly on rules and regulation."
06/23/2013
Switzerland will not cede its crown in wealth management - Boris Collardi
Globally, Singapore is third, but is expected to pip New York to second place in 10 years.
06/23/2013
What do top executives want from their leaders?
06/23/2013
“Asia is the highest growth region for private banks and will continue to be so,” McKinsey said. “Most private banks are trying to broaden their product offerings to cater to the specific needs of an Asian clientele.”
06/23/2013
these new rules as one of the main reasons it had shut its investment services.
06/23/2013
The state-backed Royal Bank of Scotland is under fire for lavishing hundreds of thousands of pounds on corporate hospitality
06/23/2013
It said it attracted new clients from larger firms, along with a mixture of private individuals and families, charities and trusts.
06/23/2013
"The combination of private wealth management and an institutional process is unique, and a different skill set to that provided by many smaller fund managers that are formed through break-away teams from large investment houses," managing direc
06/23/2013
The new UK operation is being branded THG Wealth Management UK, and was due to open its doors initially in the St James’s Place
06/23/2013
The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost
06/20/2013
Fortitude Financial Planning has teamed up with Seven Investment Management
06/20/2013
UK - Coutts today launches the Mid-Year Investment Outlook 2013