09/06/2012
The British government’s plan to raise a tax on luxury-home purchases sparked a last-minute dash by real-estate brokers to wrap up deals before the deadline hit in March. They needn’t have bothered.
09/06/2012
James Brearley is back in the black after slashing nearly £1 million from its wage costs following a restructure.
09/06/2012
Walker Crips is seeking to increase its presence in the adviser outsourcing space by rolling out a bespoke discretionary service, alongside a model portfolio range to intermediaries.
09/05/2012
12th annual ranking and survey celebrates wealth managers' success; offers unique insights into industry
09/05/2012
Brown Brothers Harriman earns top honors with the highest LBSI score of 7.01, and ranks first on each of the four sub-categories.
09/05/2012
“With the RDR threshold fast approaching our role of helping members develop and maintain their professional qualifications and standards is more important than ever before and we at the PFS are fortunate to have such experienced and knowledgeable i
09/05/2012
On Morgan Stanley (NYSE:MS) President Greg Fleming’s attempts to stem a broker revolt within the firm
09/05/2012
Guy Huntley, UK head of the PCG, commented: “I am delighted with our partnership with MPC, which will bring a range of benefits to both brokers and clients. Read more: http://www.insuranceage.co.uk/insurance-age/news/2203396/chartis-pcg-and-markham
09/04/2012
Vineet Vohra, Asia-Pacific head of wealth development, retail banking and wealth management (for clients with up to $5 million with HSBC), says the bank has retrenched in recognition of a need to service clients more effectively and not allow them to be d
09/04/2012
“There is likely to be another exodus of wealthy individuals if Nick Clegg manages to introduce a wealth tax,” said partner Camilla Wallace.
09/04/2012
"It would be appropriate if excessively high pay would narrow again towards that in industry," Blessing said, adding however, that any bank that took the first step to curb pay risked losing talented employees to rivals.
09/04/2012
The portfolios can invest in funds, exchange-traded funds and some direct bonds and there is a possibility it will one day invest directly into stocks and shares.
09/04/2012
He remains a member of the Global Wealth Management and Trust Executive Committee, the source said.
09/03/2012
For now, the bulk of Aton’s income comes from its brokerage and consultancy services.
09/03/2012
Turcan Connell, which was represented by Eric Young & Co, already has offices in Edinburgh, London and Guernsey, but following research identified client demand for an office in the West.
09/03/2012
Firms that market themselves as ‘wealth managers’ must review their processes to ensure that they have sufficient controls to mitigate the potential for mis-selling and document every part of their advice process, according to one compliance e
09/03/2012
Boutique wealth manager launches managed portfolio service
Advisers will be able to discuss investments with the Berry managed portfolio team, “as required”.
09/03/2012
Zeno Staub, who was appointed chief executive of Vontobel in May 2011 and plans to revive the Swiss private bank’s earnings, is updating the group’s multi-asset capabilities to offer a broader range of investment styles as part of an overall r
09/03/2012
IAWMC is a specialist operations, systems and IT infrastructure consulting firm which has been established to provide management and IT consulting, interim management and recruitment services focussed solely on the needs of the Financial Services’ s
09/03/2012
By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable