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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.

Ex-regulators launch compliance service for global fund management industry 14/07/2014
Newgate Compliance, an independent consultancy offering compliance solutions to the global fund management industry has launched an integrated compliance service.

Eschewing the big beasts of fund management - James Hambro & Partners 11/07/2014
Big name fund manager moves and exits represent an exciting opportunity according to Charlie Underwood at James Hambro & Partners.

Stanhope Capital plans to expand internationally as it celebrates its 10th anniversary 10/07/2014
Stanhope Capital, a private investment office based in London and Geneva is celebrating its 10th anniversary this year by planning further international expansion.

Henley-based wealth manager plans FUM to reach 500m by 2015 after acquisitions 07/07/2014
Henley-based wealth manager Courtiers has confirmed two acquisitions, which will bring in 200 million of assets under management (AUM) before the end of 2014. With this is mind, the firm plans to reach 500 million funds under management (FUM) by 2015.

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.

HSBC sells off a big chunk of Swiss private banking business 24/06/2014
HSBC is selling off about $12.5 billion of Swiss private banking assets, a move that will effectively halve the number of countries served by its private bank.

Tilney Bestinvest plans to double face to face advice post merger 24/06/2014
With the impending completion of the merger of Bestinvest and Tilney (See thewealthnet 28/05/2014), a major recruitment drive is underway to double the combined group's financial planning team in new and existing locations across the UK, with the first phase aiming to make 25 new hires in the next six months.

Syz & Co opens office in Dubai 23/06/2014
Swiss banking group Syz & Co is opening an office in Dubai. The new office will be aimed at a clientele of institutional and private investors in the Gulf Cooperation Council States (GCC), Saudi Arabia, Oman, Kuwait, Bahrain, the United Arab Emirates and Qatar.

 
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