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Why very rich clients may not be so 'high quality' after all 28/07/2014
Reality has a habit of confounding conventional wisdom in private banking and wealth management. Take the increased focus on very rich clients at big banks, for example.

Kleinwort Benson to close Isle of Man operation 23/07/2014
Kleinwort Benson is to close its office at St George’s Court, Upper Church Street, Douglas on the Isle of Man.

Overcoming global challenges to serve the worlds growing wealthy - Coutts' Pinckney 18/07/2014
Despite unprecedented global challenges private banking will thrive in the coming years according to Coutts head of discretionary portfolio service Simon Pinckney.

Duncan Lawrie on building its business in Southwest England 17/07/2014
Demonstrating ability and a long term commitment to developing relationships lies behind Duncan Lawrie's latest venture in Bristol. Jeff Durant, regional director South West at Duncan Lawrie said the last 16 months in the region had proved successful. He told thewealthnet they were meeting the targets they had set themselves including building a staff of nine to serve the clients in the south west.

Mattioli Woods to branch out into 'DIY' investing 16/07/2014
Mattioli Woods is set to expand its City Trustees platform as a direct-to-consumer proposition in early 2015.

UK regional private client managers recruits from Brown Shipley and JM Finn to man new office 15/07/2014
Hargreave Hale, the Blackpool-based private client investment manager chaired by Giles Hargreave, one of the UK’s best-known small cap investors, has established a new office in York to reinforce its growing national presence.

Towry opens in Cardiff and appoints former president of Institute of Financial Planning as senior client partner 04/07/2014
Towry has opened a new office in Cardiff. The new office, which employs 15 people, including six wealth advisers, is led by Julie Lord, who becomes a senior client partner. Ms Lord is a past president of the Institute of Financial Planning.

Old Mutual Wealth completes Intrinsic deal 03/07/2014
Old Mutual Wealth has completed the acquisition of Intrinsic Financial Services, a UK network of financial advisers.

St James's Place warns on growing advice gap 27/06/2014
The UK advice gap is wide and growing according to St James's Place Tony Dunk.

GAM completes one stage of capital reduction plan 27/06/2014
GAM Holding AG has completed the capital reduction agreed by shareholders at its Annual General Meeting on 15 April 2014 and cancelled 6,567,929 shares repurchased under a former share buy-back programme. The share capital of GAM Holding AG now amounts to CHF 8,333,086.55.

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