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Smith & Williamson names head of financial services for London office

  • 00,00,24,10,2016

Smith & Williamson, a UK-based investment management, accountancy and tax group, has appointed Daniela Glover as the head of financial services for its London office. read more

Access National to merge with Middleburg Financial

  • 00,00,24,10,2016

Access National, the parent of Access National Bank, and Virginia-based Middleburg Financial have agreed to merge their operations. read more

Rathbone Brothers FuM rises 8.5% to £33.2bn in Q3

  • 00,00,24,10,2016

British wealth manager Rathbone Brothers' total funds under management (FuM) stood at £33.2bn at the end of the third quarter of 2016, up 8.5% from £30.6bn at 30 June 2016. read more

Credit Suisse to pay €109.5m to settle tax evasion allegations by Italian authorities

  • 00,00,24,10,2016

Swiss banking giant Credit Suisse has agreed to pay €109.5m to settle allegations by Italian authorities that it helped clients transfer undeclared funds to offshore bank accounts. read more

Australia and Kenya regulators ink fintech agreement

  • 00,00,24,10,2016

The Australian Securities and Investments Commission (ASIC) and the Capital Markets Authority of Kenya (CMA) have inked a co-operation agreement to promote innovation in financial services in both markets. read more

TD Ameritrade to snap up Scottrade for $4bn

  • 00,00,24,10,2016

TD Ameritrade Holding has agreed to acquire online brokerage Scottrade Financial Services in a cash and stock deal worth $4bn. read more

Latest Special Reports More

Focusing on key markets: BNY Mellon

  • 13,34,10,10,2016

BNY Mellon’s international wealth management business is focused on a few select geographies. Jeroen Kwist, head of international wealth management, suggests that this concentration has contributed to the bank’s success rather than restricted it. John Schaffer reports read more

HNWIs opt for safe havens over tax breaks

  • 00,00,7,10,2016

Offshore centres have come under continued scrutiny in recent years. Whilst the majority of activity has been legitimate – the controversies surrounding tarnished jurisdictions have changed the way private banks and wealthy clients operate in select geographies. John Schaffer looks at how the wealthy are favouring “safe-haven” booking centres and how the offshore wealth management landscape has changed read more

Performance dips among family offices

  • 15,33,30,09,2016

The average performance of family offices was particularly weak in 2015. However, this is reflective of a challenging year for the global investment industry as a whole, paired with a desire for more illiquid strategies. John Schaffer delves deeper into a report by Campden Wealth and UBS read more

Latest Opinions More

President Trump – How scared should we be?

  • 15,04,24,10,2016

Guy Stephens, managing director at UK headquartered Rowan Dartington Signature, comments on the implications of a Trump victory read more

Targeting HNW philanthropists

  • 16,47,11,10,2016

The vast majority of high net worth individuals (HNWIs), currently, are first generation, and have collectively paved the way to venture philanthropy, which uses venture capital techniques to support philanthropic activities. Ouliana Smith, head of content for WealthInsight, investigates read more

When the giants begin to wobble

  • 12,51,11,10,2016

PBI’s editor, Meghna Mukerjee, comments on a challenging September in the banking world read more

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