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Close Brothers launch free financial planning surgery 21/11/2014 Close Brothers Asset Management (CBAM) is launching a free financial planning surgery in the South West as part of the Financial Planning Week. The initiative, which is run by the Institute of Financial Planning, will provide the general public one-to-one help with their finances.
Banque Havilland expands international network to the Bahamas 20/11/2014 Independent private banking group Banque Havilland has extended its services for ultra high net worth clients through the acquisition of Pasche Bank & Trust Limited in Nassau, Bahamas.
Interactive Investor launches values based investor centre 19/11/2014 Online broker Interactive Investor has launched a values based investment centre to help educate and inform its customers.
Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014 Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.
Brooks Macdonald forms strategic alliance with Leicestershire-based financial adviser 12/11/2014 Brooks Macdonald Asset Management (BMAM), a specialist investment manager, has formed a stategic alliance with Leicestershire-based independent financial adviser firm, Clarkson Wayman Ball Limited (CWB).
Fleming and Wulfsohn family members launch new firm to target sub-Saharan real estate and private equity opportunities 11/11/2014 Harry Wulfson, who occupied a number of positions at the Stenham Group between 1996 and 2012, has launched a partnership with Hector Fleming, one of the younger scions of the Fleming family, and Tom Gaffney, called Fleming Wulfson Africa. This aims to source private equity and real estate opportunities in sub-Saharan Africa on behalf of the founder’s families and other co-investors.
Hong Kong and Shanghai stock deal to launch next week 10/11/2014 The Securities and Futures Commission (SFC) and the China Securities Regulatory Commission (CSRC) have approved the launch of the Shanghai-Hong Kong Stock Connect pilot scheme. BNP Paribas to build up digital and network offer to capture next gen clients 10/11/2014 BNP Paribas Wealth Management’s focus on family wealth will lead it to launch a digital social network for ’next gen’ entrepreneurs co chief executive Vincent Lecomte has said. Top 25 Accountancy Firm launches tax newsletter for private banks and family offices 10/11/2014 EY, an eprivateclient Top 25 Accountancy Firm, has launched ‘Wealth Advisers’, a monthly newsletter aimed at private banks, family offices and other wealth advisers that need to be “tax aware” when advising clients.
Boutique asset manager says it can offer fixed income-like returns from an alternative asset class 07/11/2014 Platinum Capital Management’s Matthew Addison believes the new income-distributing share class on the group’s flagship All Star fund of hedge funds will offer investors fixed income-like returns through an alternative asset class.
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