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Investec Wealth & Investment implements £430m reduction in equities for discretionary private clients 12/08/2014
Investec Wealth & Investment (IW&I), a private client investment manager, is advising its clients to reduce their holdings of UK and European equities.

Ashcourt Rowan sells further SIPP and SSAS business to Mattioli Woods 11/08/2014
UK wealth manager Ashcourt Rowan has agreed to sell the SIPP and SSAS business acquired with UK Wealth Management to City Trustees, a subsidiary of pensions consultancy and wealth management firm Mattioli Woods for a total consideration of up to £0.355 million.

Coutts International arm could be sold off--sources 11/08/2014
Coutts International could be sold off under options being considered by RBS, parent of the British private bank, according to sources familiar with the strategy.

Adam & Co to leverage investment management capabilities to fuel future growth 08/08/2014
Adam & Co., the Edinburgh-based private banking and wealth management arm of Royal Bank of Scotland, aims to leverage the capabilities of Adam & Co Investment Management (AIM), its investment management arm to help fuel future growth.

Brooks Macdonald strikes strategic alliance with UK regional firm 07/08/2014
Brooks Macdonald Asset Management (BMAM), has entered into a strategic alliance with Petrus Financial Services Limited (Petrus), a Berkshire based independent financial adviser firm.

RBC Global Asset Management boosts EMEA team with string of hires 07/08/2014
RBC Global Asset Management (RBC GAM), the asset management arm of BC Wealth Management, has hired Anne-Sophie Girault as managing director Europe, Middle East and Africa (EMEA) business development.

US corporate advisory firm sets up wealth planning group 06/08/2014
US corporate advisors LCG Advisors has set up a private wealth planning and investment management service.

Ashcourt Rowan looks confidently to the future – CEO interview 30/07/2014
Jonathan Polin has been busy since he joined Ashcourt Rowan in 2011 as chief executive, and this week thewealthnet caught up with Mr Polin to find out how the firm is progressing.

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.

 
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