01/18/2019
The asset management unit of Pru Life UK will likely offer products such as unit investment trust funds as well as equity-laced funds to serve customers across all risk appetites.
01/18/2019
Santander has opened what it called its flagship lounge for Santander Private Banking, Select and Business customers in Piccadilly, London.
01/17/2019
East Anglia-based IFA SG Wealth Management has been awarded chartered financial planner status.
01/17/2019
Perhaps most shocking is the statistic that 50% of Brits over the age of 45, those most likely to have dependents, also die intestate.
01/17/2019
Total income for the year to the end of December was £115m, compared with £111m under the same measure in 2017.
01/16/2019
Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.
01/16/2019
Looming Brexit vote likely to see sterling volatility rocket
01/16/2019
The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said
01/16/2019
The transaction will deploy its effects retroactively as of 31 December 2018.
01/16/2019
The Company will report according to the three above mentioned market areas as of Q1 2019
01/15/2019
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
A good client relationship will outlive bad market performance
01/14/2019
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.
01/14/2019
The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.
01/14/2019
Some clients have been ditched because of their questionable antics
01/11/2019
Lawsuit is latest legal front in expanding scandal over Cum-Ex
01/10/2019
Balanced and growth funds aimed at expat investors and their advisers
01/10/2019
Switzerland is home to roughly ten Crédit Agricole trading employees.
01/08/2019
For the last few months, the company's been profitable.