10/24/2018
“Americans living and working in France, particularly High Net Worth Individuals, are facing an increasingly complex tangle of regulatory and reporting requirements.”
10/24/2018
Quilter Life Assurance, which saw outflows of £1.5bn, was the main detractor, with all other divisions recording positive flows.
10/23/2018
The city mayor’s tribute came as Mattioli Woods threw open its doors to media representatives for the first time following completion of its switch from Grove Park, Enderby.
10/23/2018
Lloyds and Schroders see significant growth opportunities in the financial planning and retirement market and the JV will aim to become a top three UK financial planning business within five years.
10/23/2018
All teams at GAM remain focused on working with its clients. During October 2018, so far, GAM has seen an improving flow trend with net outflows diminishing.
10/23/2018
Online stockbroker reports near-50% jump in retail customers over the past 12 months.
10/23/2018
“These asset managers do not need to develop their own IT platforms if they have access to fully serviced, industry leading software solutions."
10/23/2018
This concerns all of the Luxembourg investment funds of the Carnegie Investment Bank in Sweden and Denmark.
10/23/2018
Generali Worldwide was named Best International Employee Benefits Provider. CEO Giorgio Daboni was delighted to have won in such a tightly contested field.
10/23/2018
We have delivered this continued growth despite both tough comparatives and a more challenging environment for the industry, once again demonstrating our resilience in these market conditions.
10/22/2018
Wealth management and advisory services firm changes hands
The deal is part of Banca Generali’s wider private-banking growth strategy launched with a view to strengthening the Bank’s range of services and its distinctive asset management and advisory expertise.
10/22/2018
The new branch will provide tailored investment advice, drawing on external financial planning expertise when required and working together with clients to create strategic long-term plans.
10/19/2018
The judging panel consists of experienced professionals who have a good knowledge of the fund industry in Africa.
10/19/2018
She said promoting female wealth managers will help to grow the Raymond James business in the UK as many women may feel more comfortable discussing financial planning with a female adviser.
10/19/2018
He then joined James Brearley in 2006 as a branch manager.
10/19/2018
'Most scientifically rigorous'
10/19/2018
The measurement of non-financial performance alongside financial results, in a long-term approach, will be one of the strategy’s key characteristics
10/19/2018
The research says: “Families are becoming more resistant to wealth advice and is essential to think about what is right for each family as each family is different, and then structure service requirements appropriately.”
10/19/2018
Subject to unitholder approval
10/19/2018
Fortunes of already wealthy people grow much faster than that of general population