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Kleinwort Benson reduces losses but assets under management fall 08:00 GMT
An uplift in banking and treasury-related revenues helped London-based Kleinwort Benson Wealth Management (KBWM) to record a much improved result for the first half of 2014, according to the interim statement produced by RHJ International, its Brussels-based owner.

RBC's retreat from global wealth management gathers pace 08:37 GMT
RBC is exiting its international wealth management network in the Caribbean and has started a strategic review of its RBC Swiss operation as it continues to retreat from areas with a perceived risk of doubtful or legacy client business.

BNY Mellon realigns Middle East & Africa leadership 21/11/2014
BNY Mellon has realigned its leadership team in the United Arab Emirates and wider Middle East & Africa region with the appointments of Tarek Sherlala as senior executive officer, Dubai branch, and Rajai Ayyash as regional executive for the Gulf region. Mr Sherlala succeeds Tarek Elrefai, who has retired following five years as senior executive officer, Dubai branch and head of client management for the Middle East & Africa region.

Close Brothers launch free financial planning surgery 21/11/2014
Close Brothers Asset Management (CBAM) is launching a free financial planning surgery in the South West as part of the Financial Planning Week. The initiative, which is run by the Institute of Financial Planning, will provide the general public one-to-one help with their finances.

Banque Havilland expands international network to the Bahamas 20/11/2014
Independent private banking group Banque Havilland has extended its services for ultra high net worth clients through the acquisition of Pasche Bank & Trust Limited in Nassau, Bahamas.

Market movements stall AUM at Close Brothers Asset Management 20/11/2014
Close Brothers Asset Management has reported stable assets under management (AUM) of £9.7 billion for its first quarter ended 31 October 2014.

Wealth management helps boost Walker Crips profit 20/11/2014
Walker Crips has reported a year on year increase in gross profit of 10.4 percent to £7.4 million for the six months to 30 September 2014. The firm said this “reflecting considerable progress made in investment and wealth management businesses.”

Muddling through and settling in at Rothschild 19/11/2014
Kevin Gardiner gives his verdict on the global economy in his inaugural public outing as Rothschild global investment strategist.

Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014
Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.

Ex-Brewin investment manager to join Rowan Dartington's new regional office 19/11/2014
Rowan Dartington has recruited Bryn Wright, Brewin Dolphin’s former investment manager, to lead its new Taunton office.

 
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