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Hennessy Advisors closes acquisition of The Westport Funds

  • 13,50,26,09,2016

Hennessy Advisors has wrapped up the acquisition of The Westport Funds, which has about $440m in assets. read more

Barclays appoints new chief for its international wealth unit

  • 12,53,26,09,2016

Barclays has appointed Karen Frank as the new head of its international wealth business, effective 1 October 2016. read more

Market shifts will drive massive wealth creation by 2021: Study

  • 08,12,26,09,2016

Technological, economic, and demographic shifts will transform the wealth management industry by 2021, according to research report released by thought leadership firm Roubini ThoughtLab. read more

Optimism among financial firms continue to fall amidst uncertainties caused by Brexit

  • 08,06,26,09,2016

Optimism among financial services firms fell for a third consecutive quarter in the three months to September, in the face of lower interest rates and the uncertainty caused by Britain’s vote to quit the European Union, according to a survey by CBI/PwC Financial Services. read more

UK government partners with startups to launch cyber security accelerator

  • 07,57,26,09,2016

The UK government’s Department for Culture, Media and Sport (DCMS) has joined forces with UK’s cyber security agency GCHQ and the nation’s leading tech start-ups to launch a start-up accelerator to develop new technologies for combating cyber attacks. read more

Intertrust closes acquisition of rival Elian

  • 07,17,26,09,2016

Dutch trust operator Intertrust has completed the acquisition of Jersey-based Elian Group from private equity firm Electra Partners. read more

Latest Special Reports More

Finding a needle in a haystack: Private banking recruitment

  • 10,54,21,09,2016

Client facing private bankers have to spin a lot of plates – from being financial experts to fostering close relationships with clients, all whilst adhering to regulation. John Schaffer looks at how private banks in Europe approach the recruitment of relationship managers and their methods for fostering talent in-house read more

Of a fundamental growth trajectory: Barclays W&IM

  • 11,00,19,09,2016

Barclays Wealth and Investment Management has been through significant restructuring and refocusing in recent years. Now, its head of UK private bank, Dena Brumpton, an ex-Citibank veteran, is keen on turbo-charging the growth that’s inherent in the business. She speaks to Meghna Mukerjee about her plans read more

Offshore investments prized by Mexican private banking clients

  • 10,09,16,09,2016

The Mexican private banking market has unique features such as a relatively small base of UHNWIs, a high level of offshore investments and domination by foreign-owned banks. However, in recent times the country has been plagued with fiscal deficits and slump in HWNI numbers. Robin Arnfield finds out how the private banking landscape has been affected read more

Latest Opinions More

Lessons from Lego

  • 11,57,23,09,2016

PBI’s editor, Meghna Mukerjee, comments on how the wealth management and private banking industry can learn from Lego’s business model read more

Brexit's impact on HNWIs (part II)

  • 10,54,13,09,2016

Nearly three months after the UK voted to leave the EU and WealthInsight first wrote of its implications on HNWIs, little light has been shed on the consequences despite cascades of commentary. However, in talking to HNWIs and their advisors, conducting data analysis and listening to third party sources, Oliver Williams, head of WealthInsight, builds upon his previous comments and highlights some new areas of concern for private client advisors. read more

COMMENT: The March of Robo Advisers

  • 11,07,25,08,2016

While not everyone is yet happy to hand over the management of their wealth to computers, their ability to offer consistent, relevant advice will eventually win the day, writes Aggie Anthimidou, wealth management strategy at Temenos read more

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