06/13/2017
Coram AM acquires boutique discretionary fund manager
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.
06/13/2017
“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.
06/13/2017
The bottom line is how they manage money in good times and bad.
06/13/2017
Higher regulatory requirements and greater transparency have hit fees
06/12/2017
The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.
06/12/2017
It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.
06/12/2017
The business was bought for an undisclosed sum.
06/12/2017
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/12/2017
It’s only when you dig through years of stories that you realise just how much movement there has been in that time
06/10/2017
The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.
06/10/2017
Money managers at risk of losing market share to digitally savvy disrupters
06/09/2017
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/09/2017
We are proud to have been voted the winner of this prestigious award
06/09/2017
Will continue as AR of the network
06/09/2017
The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.
06/08/2017
Review of recent news and upcoming events from Guernsey's international finance centre.
06/07/2017
The international division of the business was launched after SJP bought The Henley Group in mid-2014.
06/07/2017
The transaction also comprises the products and services of the Netherlands branch of UBS Europe SE.
06/07/2017
They draw up a shortlist in their area of expertise and then, from the shortlist, six financial adviser industry specialists decide the overall winner in each category.