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Savills hires Rupert Phelps to launch new family office division 29/08/2014
Savills, a global real estate services firm, has established a family office services division and has hired Rupert Phelps to lead the new offering.

UK online financial advice service launches 26/08/2014
Bristol-based online UK financial advice provider Wealth Horizon has launched.

Hargreaves Lansdown launches a raft of new initiatives and improvements for its Vantage platform 14/08/2014
Bristol-based Hargreaves Lansdown, the UK market leader in the self-directed segment of UK wealth management has made a number of improvements to its Vantage platform

VP Bank to launch private banking platform in Vietnam 13/08/2014
VPBank Securities is developing a private banking platform it intends to launch in Vietnam next year.

Indian bank targets UAE wealth management opportunities with new office 06/08/2014
HDFC Bank, which claims to be the second largest private sector bank in India, has opened a new office in the Dubai International Financial Centre.

Wells Fargo Asset Management distributes funds online in Italy 29/07/2014
Wells Fargo Asset Management has chosen Fundstore.it, the web platform of Banca Ifigest, to distribute online its SICAV sub-funds of the Wells Fargo (Lux) worldwide fund for the first time in Italy.

Morgan Stanley patents new investment manager selection tool 23/07/2014
New York-based Morgan Stanley Wealth Management has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by its Consulting Group Investment Advisor Research team (CG IAR).

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 UKs best-known small cap investors, has established a new office in York to reinforce its growing national presence.

The challenges of online investment advice - keeping it personal is key 14/07/2014
A growing number of online platforms in the UK are looking to provide individuals with simplified investment advice.

Seneca Partners launches IHT planning investment scheme 09/07/2014
The investment management and corporate advisory business, Seneca Partners, has launched a new Inheritance Tax service which allows investors to protect their legacy.

 
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