03/19/2015
"We are delighted to participate in the launching of this Fund, reinforcing our position both as a leading SuperManco in Luxembourg but also a supporter of the socially responsible investment market", commented Daniela Klasén-Martin, Mana
03/19/2015
The purpose of the City of London Wealth Management Awards is to recognise and promote quality of service from Wealth Management companies and individuals.
03/19/2015
Petronella West, Director - Private Clients at independent boutique wealth management firm Investment Quorum, one of the wealth management industry’s best known and most respected figures, has been proclaimed winner of the ‘FactSet Award for W
03/19/2015
The shortlisting follows hot on the heels of Nerine’s win in the ‘Best Independent Trust Company’ category at the prestigious STEP Private Client Awards last year.
03/18/2015
If your wife tells you that she doesn’t want a birthday present, should you buy her one anyway?
03/18/2015
Brewin Dolphin has topped a list of the best financial adviser digital content and communications, in a study which was broadly critical of the digital engagement of most adviser firms.
03/18/2015
At a ceremony at The Guildhall last night announcing the winners of The City of London Wealth Management Awards, Natasha Kaplinsky presented Halifax Sharedealing with the Award for Best Execution-Only Equity Sharedealing Service.
03/17/2015
The biggest winner was Samir Assaf, the head of its investment bank, who received shares worth almost £1.1million.
03/17/2015
The bank is carrying out checks on the identity and address of thousands of its customers on the Channel Islands, and is closing accounts that do not meet tax compliance standards.
03/17/2015
Aiming to 'shake-up' the cash deposit market, the service allows users to have a new account with an underlying bank in 24 to 48 hours.
03/17/2015
Arm of collapsed Espírito Santo empire in negotiations with Venezuelan banking family
03/17/2015
33 employees in the International Wealth Management and Technology Services teams face the prospect of redundancy.
03/16/2015
Everyone In Norway Is A Millionaire... On Paper At Least
If you are dreaming of becoming a millionaire, getting the Norwegian nationality might be a good step.
03/16/2015
Mansfield is one of 181 managers recognised by FE as the top 10% of managers with funds registered in the UK. In the China/Greater China sector,
03/16/2015
Partnership enhances Oracle Capital Group's global reach through access to Chinese market.
03/16/2015
RBS thinning out bidders for Coutts
UBP is the preferred bidder and an agreement might be reached as early as this month, said the people, who cautioned that the talks could still be delayed or fall apart.
03/16/2015
National wealth manager acquires 24th adviser firm
National wealth manager has acquired Farnham-based adviser
03/16/2015
He may have forgone his bonus for 2014 but Peter Sands, who will shortly be replaced as Standard Chartered's chief executive by Bill Winters, still took home $5.1m last year.
03/15/2015
Royal Bank of Scotland Group Plc is narrowing the field of bidders for its Coutts International private-banking arm to focus on Switzerland’s Union Bancaire Privee
03/15/2015
Merrill Lynch financial advisor Don McDonald, a native of Paris, has been recognized on the 2015 Barron’s “America’s Top 1,200 Advisors: State-by-State” list, which published on Feb. 23.