08/25/2015
Wellian agrees investment tie up with £140m IFA
Management of the portfolios will be led by Wellian CIO Richard Philbin and investment director Chris Mayo.
Wealth and Asset Management
08/25/2015
Societe Generale moves its wealth management outsourcing solution onto Figaro
The platform will help SGSS scale and add new services to the solution that it first rolled out in September.
08/24/2015
JTC Deal Completes and Boosts AUA to US$56 Billion
JTC is able to provide a global service to clients via its network of local offices
08/24/2015
Pope’s Money Czar Says Church Risks Being Targeted on Finance
The next wave of attacks on the church could be for financial irregularities.
08/23/2015
Aberdeen shares slump 4% amid fears over Chinese equities
Aberdeen’s problems have gone from short term problems to more longer term issues
08/23/2015
Hiding From Putin On The French Riviera
If you're in "hiding" this isn't a bad spot to find yourself.
08/23/2015
Deutsche Bank Haggis Team Chases Large Clients RBS Gave Up
Leading the charge is Deutsche Banks global transaction banking team, who call themselves plumbers to reflect their low profile compared with dealmakers and traders.
08/23/2015
Napoleon and the rise of central banks by Penny Lovell
It’s now been 200 years since the end of the Battle of Waterloo, and Napoleon was very much in my mind on a recent visit to the beautiful Island of Elba.
08/21/2015
What now for Non-Doms?
This will ultimately depend on how those affected respond to the reforms and could cost the Exchequer if many high earning non-doms decide to leave the UK.
08/21/2015
Father of modern Gibraltar honoured with new £100 bank note
Sir Joshua was chief minister for a total of 22 years and is credited as being the most important architect of Gibraltar’s move towards self-determination.
08/20/2015
Profile: what tempted Brewin's Glasgow team over to Rathbones?
The old Victorian façade of the building in which Rathbones is planning its conquest of western Scotland cleverly hides the ultra-modern set-up inside.
08/20/2015
World’s Biggest Wealth Fund Tackles New Era as Cash Flows Dry Up
A retrenchment could have a broad impact on investors across the globe
08/19/2015
‘Dumped’ wealth management clients wooed with chocolates
Brewinsdirect boasts of a total cost of less than 1 per cent a year, while Nutmeg charges 0.75 per cent plus the funds’ own charges.
08/19/2015
Golfers Are Better Investors ... Right?
Don't believe what you read.
08/19/2015
The Currency-Hedged ETF Wars Are Upon Us
With billions of dollars at stake, the push is on launch currency-hedged ETF iterations of nearly anything.
08/18/2015
Wealth firm makes Darlington switch
Being in a prime location shows our intent on being at the top of our game
08/18/2015
Wealth management M&A to rise as competition heats up
A broad look at the UK’s wealth management sector reveals a fragmented industry with many smaller players still operating in niche areas.
08/18/2015
RBS agrees to sell Luxembourg fund Business
The sale of the state-backed bank’s Luxembourg-domiciled fund governance business, called RBSL, for an undisclosed sum is at a significant premium to book value
08/17/2015
But what does it mean ? by Tim Price
“Risk is what’s left over when you think you’ve thought of everything.” - Carl Richards.
08/16/2015
Not to be taken with a pinch of salt: the impact of families and their businesses by Penny Lovell
It’s not just recipes in the area that have been influenced by families.