05/06/2014
This award recognised the outstanding growth from the company that is nearly five years old, along with unprecedented client satisfaction from the marketplace.
05/06/2014
London may pride itself on being a financial hub but the wealth management industry is busy branching out into the regions
05/05/2014
Top British investors bumped up their equity bets in April, preferring developed stock markets to volatile emerging markets, while pulling money out of safer assets such as cash and bonds.
05/05/2014
So when should rates rise?
05/05/2014
Wealth creation, not wealth distribution, should top the list of economic priorities of a society.
05/02/2014
Ex-UBS trader Hughes has repositioned himself as a hot shot technologist
As the boss of Kweku Adoboli, who was at the centre of the 2011 rogue trading scandal that cost UBS $2.3bn, Hughes “should have been a role model to others”, the FCA said in a statement explaining why it has banned him from performing any regu
05/01/2014
A battle of nerves
05/01/2014
A battle of nerves
05/01/2014
The research highlights that these investors approach social in different ways; emotionally or rationally
05/01/2014
Speak to any financial regulator and they will tell you that their post-economic crisis ambition is for banking to become boring. Events at Barclays suggest they're starting to get their way.
05/01/2014
The London-based manager thinks many investors left disappointed
05/01/2014
As U.S. Justice Department prosecutors angle to bring the first criminal charges against global banks since the financial crisis, they’ll have to stare down warnings of uncontainable collateral damage.
05/01/2014
Investment banks have been able to capitalise and, for the first time in five years
04/30/2014
The Royal Mail flotation scandal has deepened after officials finally admitted that hedge funds were among the “priority investors” sold hundreds of millions of pounds of shares.
04/30/2014
Much of the remainder either reported running down equity allocations or reorientating exposure toward lower-beta areas of the equity markets.
04/30/2014
The richest countries, or those with the highest gross domestic product per capita on a purchasing power parity basis, were Qatar, Macao, Luxembourg, Kuwait, and Brunei.
04/29/2014
Getting the client onboarding process right by Ian Hallam, CEO, 3i Infotech
Wealth managers must also bear in mind the FCA requirements applicable to firms providing investment advisory and discretionary portfolio management services, when such firms are assessing the suitability of the advice they give to clients.
04/29/2014
The revolutionary idea of a giving economy is a theme behind the Dandelion Project in Guernsey.
04/28/2014
Comment: Green shoots in ‘Shareholder Spring’
But several features are indeed changing and will
04/28/2014
Leading wealth manager attacks confusion over Scottish 'Yes' vote
The company points out in today’s Telegraph that it is already experiencing difficulty in managing portfolios.