All articles by BBR Staff
BBR Staff
Smith & Williamson acquires BTG tax business
Smith & Williamson, the accountancy and investment management firm, has acquired the trade and assets of Begbies Traynor Group, a subsidy BTG Tax, for an undisclosed amount.
MGD Wealth appoints Select to manage two LDI portfolios
MGD Wealth, a Brisbane-based high net worth wealth management and financial advisory firm, has appointed Select Asset Management to manage two liability-driven investment (LDI) portfolios.
AXA may sell British wealth management business
French insurer Axa may sell-off its London-based wealth management arm, Bluefin Advisory Services (BAS), as a part of its strategy to focus more on emerging markets. Bluefin’s insurance broking business, which the French firm considers is fundamental part of its UK’s strategy, is not part of the sale.
Stonehage opens multi-family office in Luxembourg
The Stonehage Group, an independent UK multi-family office, has opened a new business in Luxembourg and has appointed family office expert Eric Osch as the head of the new branch.
European family offices biggest concern is risk management, says report
A report entitled Beyond uncertainty: Family offices adapt to unpredictability, has found that family offices in Europe are preoccupied with risk management issues. Uncertainty in global financial markets remains one of the main reasons for their growing concern.
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Sars puts spotlight on the super-rich
The South African Revenue Service (Sars) has established a specialised unit to investigate almost 200 of the most noncompliant high net worth individuals (HNWIs) who have falsely reported their tax returns.
Barclays Wealth poaches Goldman Sachs Tjandra for Greater China desk
Barclays Wealth has appointed Januar Tjandra as head of Greater China and he will be based in Hong Kong with the appointment taking effect from December 5, 2011.
Dion acquires UK wealth management IT software provider
India-based Dion Global Solutions has acquired the entire share capital of the UK-based wealth management and stock broking software provider Investmaster Group (IG), for an undisclosed amount.
Step to lobby for wealthy in Westminster
The Society of Trust and Estate Practitioners (Step) has recently formed the Private Banking & Wealth Management Group (PBWMG) to give voice to the private wealth sector and educate policymakers in government about the sector.
50p tax to cost Treasury and lose young wealthy, says Cebr
A new report by the Centre for Economics and Business Research (Cebr) analysed the suitability of high rates of income tax in an age of globalisation and increased labour and capital mobility.