03/03/2017
Canaccord Genuity Wealth Management acquires Duncan Lawrie’s Isle of Man clients
We look forward to welcoming our new clients on board and providing them with the exceptional quality of service and investment offerings that we are known for.
03/03/2017
The indices are the longest-running private investment, multi-asset index series in the UK
03/02/2017
Net outflows of CHF 10.7 billion due to heightened risk aversion among investors amid political and economic uncertainty
03/02/2017
Net flows in early 2016 were impacted by clients’ preference for private assets after limited market returns in previous years and also for property in the UK. There were total net outflows of £0.3 billion.
03/02/2017
It led to the establishment of the mass affluent and the private bank client segments at NAB.
03/02/2017
Julius Baer allowed GAM to continue running Julius Baer-branded investment funds under a royalty-generating brand licence agreement.
03/02/2017
Combined with acquired growth and market appreciation overall assets rose from £313 billion to £397 billion, while income rose 8% to £1.7 billion.
03/02/2017
In its results Schroders said Benchmark Capital increased its assets under administration over 2016 to £11.1 billion.
03/02/2017
IW&I’s specialist structured products team will manage both portfolios.
03/01/2017
The move is a key step in Alpha’s geographic expansion strategy.
02/28/2017
The first panel session, entitled ‘Mountains of money’, will focus on the low return rate environment, the risks of holding cash and the influences on fundraising and investment execution in the light of Brexit.
02/28/2017
Strong Growth Underpins 20% Increase In Final Dividend
02/28/2017
In itself, that might be cause for celebration, not least because headline growth in the fourth quarter was revised upwards to 0.7%, providing further proof that the UK economy has not missed a beat since the referendum.
02/28/2017
'Contracts have been exchanged'
02/28/2017
Wealth Management Firm Expands with Acquisition
The firm is headed by Matt Smith, an accredited chartered wealth manager and financial planner.
02/28/2017
The award is a result of Evli’s continuous efforts to combine the best digital and traditional service models
02/28/2017
The funds that are being offered are fixed income, yield, balanced, growth and equity.
02/27/2017
This is now the third consecutive year that Equiom has been named Trust Company of the Year for the Isle of Man.
02/27/2017
The new fund broadens the present product line-up and provides more investment options to investors.
02/27/2017
Equilibrium Managing Partner Gaynor Rigby described being recognised by The Sunday Times as one of the best small companies to work for in the country as “fantastic”.