All articles by Patrick Brusnahan
Patrick Brusnahan
Patrick is a senior reporter working on GlobalData's consumer finance titles. You can reach him at patrick.brusnahan@verdict.co.uk
Oracle expands advisory board
Oracle Capital Group, the London-based multi-family office and wealth consultancy, has appointed Vincent Mercer to its advisory board.
Exclusive: Angel investors experiencing a period of purgatory
Venture capital and angel investments are rapidly becoming less of a niche and more of a widely valid investment option. While traditionally a choice reserved only for those already with wealth, it is becoming a full-fledged industry in itself and actually a source of wealth for many HNWIs. However, it may have come at the wrong time as the industry attempts to develop while suffering setbacks from the 2008 financial crisis. Private Banker International and sister company, WealthInsight, takes an in-depth look at the wider issues, its trials and tribulations to gain stability.
BMAM signs strategic alliance with Reeves
Brooks Macdonald Asset Management (BMAM), based in London, has signed a strategic alliance with accountancy firm Reeves to allow their clients access to BMAM’s discretionary investment services.
Henderson sees £3 billion net inflow
London-based Henderson Group saw net inflows of £3 billion in the first quarter of 2014. This sum was attributed to retail client demand in Europe, North America, Latin America and Asia.
Duncan Lawrie expand Isle of Man team
Duncan Lawrie Private Bank has hired Susan Preskey as director and head of client services on the Isle of Man.
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CapWealth attracts Goldman Sachs vice president
CapWealth Advisors, a wealth management firm based in Franklin, has hired John Lueken as chief investment strategist.
Clarien launches offshore solution service
Bermuda-based Clarien Group has launched Clarien Bank, a privately held financial institution.
Coutts expands advisory board in Middle East
Coutts’ Middle East Advisory Board, created to broaden and shape the firm’s ambitions in the region, have appointed four new members to the division.
Morgan Stanley Wealth Management break asset flow record
In the first quarter of 2014, Morgan Stanley Wealth Management saw asset flows of a record $19 billion.
European Wealth completes reverse acquisition of EW Group
European Wealth has completed a £7.1 million reverse acquisition of EW Group which will transform European Wealth into a publicly quoted company, European Wealth Management Group.