09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/04/2015
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/04/2015
Aspinalls Family Office has partnered with Raymond James to launch a discretionary investment business.
09/04/2015
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
09/04/2015
It also says that 26% of wealth managers work with clients with £100,000 of investable assets while a tenth will work with £50,000.
09/03/2015
Stonehage Fleming Family & Partners, the newly merged group offering wealth management and other support to wealthy families, has appointed Montfort Communications as its comms adviser.
09/03/2015
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
St James’s Place Asia, the re-branded The Henley Group, has seen 40% growth in the number of partners and advisers based at its three offices in the region.
09/03/2015
These funds and also private banks themselves have pooled hundreds of millions of pounds from the ultra wealthy
09/02/2015
Accountancy firm's clients don't always want to travel to Canary Wharf
09/02/2015
Tavistock chief executive Brian Raven wants the consolidator to be a ‘more modern version’ of restricted national advice firm St James’s Place (SJP)
09/02/2015
After the shock of ‘Black Monday’, the sea of red across dealing screens had largely turned blue as calmer conditions returned to global markets at the end of a dramatic week of wild swings for equity and commodity prices.
09/02/2015
The burden of regulation that businesses have to deal with are a massive challenge.
09/01/2015
He added that customers have often asked for advice, but so far it is something the investment platform has been unable to provide.
09/01/2015
“Most men lead lives of quiet desperation and go to the grave with the song still in them.”
08/31/2015
Over the years I have found that some of the most pernicious examples seem to relate to the costs and charges that are levied on private investors.
08/30/2015
And the market is vast. Scorpio Partnership estimates the global private banking at approximately $20.6tn, with potential advisable assets — those that could be banked, but are currently not — at $37.6tn.
08/28/2015
The investment world is defined by the interaction of two basic elements: sales and investment, or show and analysis. At Close Brothers we pride ourselves at being cool-headed investors with a mind for security selection and long-term investing.
08/28/2015
The chief executive of a Nottingham wealth management firm has been awarded with a top industry accreditation.
08/28/2015
The outsourcing market has become increasingly competitive of late as the wealth industry struggles to keep on top of rising regulatory requirements.
08/28/2015
Uncertainty has surrounded Duncan Lawrie since Camellia, a global conglomerate with agricultural and horticultural concerns, put the bank under review in May