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Most IFAs only update clients once a year - study 08/04/2015
New research by online fund platform Rplan.co.uk has revealed that half (48 percent) of UK financial advisers only contact their clients once a year regarding their investment portfolios.

Wealth management advice firm launches 'IFA-in-a-box' 07/04/2015
2plan wealth management, an IFA-only UK-based advice network, has launched ‘IFA-in-a-box’, a digital campaign designed to dispel preconceptions about independent financial advisers and promote the firm’s services.

Life after Asia exit - SocGen's Global PB head 02/04/2015
Jean-Francois Mazaud on the exit from Asia and the importance of digital to his private banking vision.

Ex-RBC banker founds art advisory with Christie's global marketing head 23/03/2015
Former RBC director has founded his own art advisory firm with a Christie's alumni

Multi family office launches new corporate financing product 20/03/2015
The specialist division of the multi-family office added a corporate side to the asset finance offering.

Credit Suisse starts global rollout of private banking app for clients, iPad will be first device used 18/03/2015
Credit Suisse has started rolling out its global digital private banking platform for clients, in what it called a new private banking service delivery model.

New online service offers DIY investors access to the secrets of investment gurus 18/03/2015
It would be difficult to find an investor that does not want to replicate the success of ‘investment gurus’ such as Warren Buffet. A new free online service has launched with the aim of allowing self-directed, or DIY, investors the chance to discover the secrets of these legendary investors and to replicate their strategies.

London & Capital launches trio of investor visa services 16/03/2015
London & Capital, a London-based wealth manager, has launched three new investor visa services within its international wealth & immigration division.

Syz strengthens Spanish presence 12/03/2015
N+1 Syz, the Spanish private banking entity of the Syz Group, has added to its team in Madrid and opened a new office in Zaragoza.

Hidden commissions erode expat wealth by tens of thousands, says financial planning firm 11/03/2015
AES International, a financial planning company focused on expatriate clients, has likened investing in offshore bonds to “swimming with weights on”, due to excessive underlying costs which could exceed tens of thousands of pounds.

 
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