12/11/2015
DB transfer service launches
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/11/2015
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/10/2015
The firm will be providing specialist accounting, reporting and administration services from its central London offices in Charles II Street, St. James's.
12/10/2015
BSI has been put on the block after its billionaire founder André Esteves was arrested
12/10/2015
One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.
12/10/2015
As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining
12/09/2015
It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.
12/09/2015
Much effort is expended by marketing companies to deduce the needs and desires of each generation. In doing so their advertising methods and content can be channelled and targeted accordingly.
12/09/2015
Locate.im promotes our quality of life A new website which aims to promote the benefits of living and working in the Isle of Man has been launched.
12/09/2015
Just 136 applications made for investor visas in first nine months of the year, with most significant drop among Russian and Chinese people
12/09/2015
From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.
12/09/2015
However, some firms need to make substantial improvements in client information practices as well as ensuring the portfolios they manage truly reflect the needs and risk appetite of their customers. The FCA will be following up on these issues with these
12/09/2015
Impact of digital technology and price pressures
12/08/2015
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
12/08/2015
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).
12/08/2015
In a further attempt to foster eurozone growth, the ECB announced it was dropping the deposit rate, extending its bond-purchase programme, and promised more asset purchases. The scale of the announcement disappointed some investors, however Stuart Mitchel
12/08/2015
High-flying bankers have seen their wages double since a new EU bonus cap was introduced in a seemingly futile attempt to tackle excessive pay, according to the Bank of England.
12/07/2015
Sovereign wealth funds in the Gulf have been pulling money out of asset managers at the fastest rate on record as they rush to boost their economies following the collapse in the oil price.
12/07/2015
Palamon is said to have hired Evercore to find a suitable buyer, with bids due in before Christmas.
12/07/2015
By any measure, 2015 has been a momentous year for Michael Gorriz. Ending a 29-year career at Daimler, most recently as its chief information officer, Gorriz relocated from Stuttgart to Singapore to take up the mantle of chief information officer at Stand
12/07/2015
Wealth management firms face an ongoing challenge in terms of risk and security but technology remains a key opportunity for competitive advantage re client experience and operational benefits.