All articles by PBI Editorial

PBI Editorial

Brooks Macdonald and FB Wealth Management strike up portfolio deal

FB Wealth Management, one of the largest providers of independent financial advice in the Humber and Lincolnshire region, have reached an agreement with Brooks Macdonald Asset Management.

Credit Suisse and UBS see shares plummet

Swiss banks, Credit Suisse and UBS saw shares drop by 4% in early trading this morning.

UK forecast to be 2014’s fastest growing Western economy

According to a survey by accountancy firm Grant Thornton, the UK will be the fastest growing economy next year.

Exclusive: $13 million adviser ‘scam hits Credit Suisse in Singapore’

Credit Suisse has been embroiled in a major fraud in Singapore by a former adviser after the siphoning off of an estimated US$13 million from a client account, according to knowledgeable bankers in the city-state. By PBI Editorial

Julius Baer appoints Alan Hooks as head of UK wealth and tax planning

Hooks will lead a three strong UK wealth and tax planning team for London and Zurich.

More than 700 attendees attending world’s first ever Virtual FinFair

Lombard Odier’s Virtual FinFair (VFF), the world’s first ever online 3D financial fair, is set to be a busy affair with over 700 people confirmed to attend. As a part of Lombard Odier’s E-MERGING social networking site, the virtual doors will be open for twelve hours.

Exclusive: Eight directors leave Signia Wealth in just 18 months

Rupert Robinson, Signia Wealth’s head of wealth management has left the firm, bringing the total amount of directors to leave in the last 18 months to eight, Private Banker International can reveal.

Coutts RDR reports £2bn in assets, despite 5% fall in profit

The private banking arm of RBS has delivered £2 billion in assets over the first three quarters of this year.

F&C assets fall in third quarter

Management assets at F&C Asset Management Plc have fallen by 2.4% over the third quarter, a loss of more than £2 billion.

DBS refuses to deny bid for SocGen

After the release of their third quarter results, DBS refused to comment on any bid for Societe Generale’s private banking arm in Asia.