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EFG International to sell UK adviser network in fresh cost-cutting drive, 450 jobs to go 08/12/2016

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2016: a turnaround year for Credit Suisse's international private banking operations 08/12/2016   Reyl fined, former French budget minister jailed in notorious tax avoidance case 08/12/2016
Move over politicians, interest rate volatility set to be greatest struggle of 2017 - UBP 08/12/2016   Discretionary wealth management and tax advice firm hires former Barclays director 08/12/2016
 
Insurance firm appoints art and private client director 08/12/2016   UPDATE - Edmond de Rothschild confirms Hong Kong closure plans 08/12/2016
ANALYSIS & COMMENT   PEOPLE
Brewin Dolphin, Investec and Rathbones head an alternative ranking of 40 UK-based private client discretionary investment managers 06/12/2016
thewealthnetBeware robo-advice and mobile app evangelistas 05/12/2016
thewealthnetThe changing face of Brewin Dolphin 02/12/2016
thewealthnet
  Charles Stanley appoints four in private client restructuring 07/12/2016
thewealthnetScottish firm hires from Brewins and Anderson Strathern to fuel 'ambitious' growth 07/12/2016
thewealthnetFormer Kleinwort CEO becomes chair of research firm 06/12/2016
thewealthnet
COMPANIES   PRODUCTS & SERVICES
Another private bank said pulling out of Asia 08/12/2016
thewealthnetFee pressure and slow growth will force asset managers to adapt to survive says Casey Quirk 08/12/2016
thewealthnetRuffer LLP reinforces position as one of the UK's largest and most profitable specialist private client investment managers 07/12/2016
thewealthnet
  US robo-adviser teams up with tax firm for automated advice platform 08/12/2016
thewealthnetBNY Mellon launches short dated high yield fund 06/12/2016
thewealthnetUBS combines European wealth operations in Frankfurt-based unit 05/12/2016
thewealthnet
WORLD   REGULATION
Bank J. Safra Sarasin stresses 175 year history in new Asian campaign 06/12/2016
thewealthnetUS insurance firm launches HNW personal lines brand 06/12/2016
thewealthnetSingapore fines Coutts and StanChart after 1MDB probe 02/12/2016
thewealthnet
  US robo-adviser teams up with tax firm for automated advice platform 08/12/2016
thewealthnetUK and Hong Kong regulators enter financial innovation collaboration 08/12/2016
thewealthnetEuro declines after Italy referendum, Renzi resignation 05/12/2016
thewealthnet
TECHNOLOGY   OTHER NEWS
US robo-adviser teams up with tax firm for automated advice platform 08/12/2016
thewealthnetBeware robo-advice and mobile app evangelistas 05/12/2016
thewealthnetTechnology is essential for all wealth management firms - not just those targeting low value segments 05/12/2016
thewealthnet
  IFA recruitment shortage of young talent threatens the future of the industry warns Investec 08/12/2016
thewealthnetFee pressure and slow growth will force asset managers to adapt to survive says Casey Quirk 08/12/2016
thewealthnetTwo big UK charities fined for secret 'wealth screening' of donors 07/12/2016
thewealthnet
INSIDE VIEW  
  The calm before the Brexit storm - Brown Shipley's Smith
 
 
   
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