04/04/2016
Charles Stanley completes sale of non-core asset
Last year it sold its corporate broking arm, Charles Stanley Securities, to Panmure Gordon.
Wealth and Asset Management
04/04/2016
Julius Baer competes deal to raise stake in Italy's Kairos
The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.
04/04/2016
Panama Papers: Mossack Fonseca leak reveals elite's tax havens
A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.
04/04/2016
Leading UK wealth management firms merge
Combination will create one of the leading UK wealth management firms offering both financial planning and investment management
04/04/2016
Sovereign Wealth Funds and Central Banks Emerge as Large Scale Collateral Providers
More Than One Third in Advanced Talks or Already Implementing Collateral Trades
04/04/2016
Maltese European Union Citizenship & Residence Programmes Now Available to HNW's in the GCC
If you are interested in interview oppurtunites with WDM International or the CEO of AllDetails ME and any additional information, please feel free to contact us.
04/04/2016
Hants Relocation For Wealth Management Firm
The company signed a ten-year lease on the 5,867 sq ft first floor of three-storey Solent House at 1460 Parkway, Whiteley.
04/04/2016
The triumph of the invisible hand by Tim Price
“By virtue of exchange, one man’s prosperity is beneficial to all others.” - Frédéric Bastiat.
04/03/2016
An investment philosophy: thinking the unthinkable by Penny Lovell
"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren Buffett
04/03/2016
It’s time for Bunnies, Buds and Blooms by Justin Urquhart Stewart
It's the Spring ISA season again. Nowadays Spring is not just daffodils and budding trees but also the hectic promotion of the seemingly national institution that is the ISA cut-off date - which, by the way, is midnight Tuesday, 5 April.
04/01/2016
Old Mutual readies sale of Italian wealth unit: sources
The unit, known as Old Mutual Wealth Italy, is part of the group's wider wealth management business but is expected to be sold separately as it operates as a standalone unit, the sources said.
04/01/2016
Permira Said to Be Leading Bidder for U.K. Asset Manager Towry
The London-based investor has emerged as the strongest contender among the buyout firms and a sale may value Towry at as much as 600 million pounds ($863 million), said the people, who asked not to be named because the deliberations are private
03/31/2016
EFG Says Cost of Integrating BSI Will Amount to $263 Million
EFG International AG, the Swiss private bank controlled by billionaire Spiro Latsis and his family, said the cost of integrating BSI will be about 253 million Swiss francs ($263 million).
03/31/2016
Brooks Macdonald strikes partnership deal with Midlands IFA
The partnership with Castlegate Financial Management opens BMAM’s resource pool to Castlegate’s 80-plus investment team.
03/30/2016
Thornbridge launches service to help wealth start-ups
The regulatory hosting support provides conformity functions for companies which are starting out, permitting them to gain authorisation beneath the Thornbridge umbrella.
03/30/2016
St. James’s Place – “Lloyds is a stock all income fund managers need to own”
Currency complications
03/30/2016
Bordier & Cie (UK) extends SEI contract for five years
A crucial ingredient for firms wanting to meet this objective is the means to build scalability into their business models.
03/29/2016
Old Mutual Wealth 'could be FTSE 100 firm’
Old Mutual has not decided how the business will be separated, although the wealth business has already attracted the attention of the private equity firms Cinven and Warburg Pincus.
03/29/2016
Waverton acquires funds specialists
The purchase was made for an undisclosed sum and remains subject to regulatory approval.
03/29/2016
NH-CA Asset Management to enhance overseas fund sales
To manage bigger assets, Han almost doubled the number of employees to 47 from 25 in just one year and created seven more teams including alternative investment division and research.