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Wealth and Asset Management

04/07/2016

Deutsche Bank suspends five wealth management executives

No clients suffered damage due to their actions, the source said.

04/06/2016

Beware the overseas bandits of wealth management

This transparency forces them to be clear about their services and justify the value they provide.

04/06/2016

JM Finn head of research Geordie Kidston dies

Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.

04/05/2016

Schroders takes stake in Dutch SME loan company

Launched in 2012, NEOS Business Finance provides institutional investors access to an alternative debt financing platform for Dutch small and medium-sized enterprises.

04/05/2016

Wealth management firm merges with law firm for one-stop shop

It has been merged with Progeny Private Law and Mark Burns Legal Services, now known as Progeny Corporate Law.

04/05/2016

Queen’s bank and HSBC set up offshore companies

There is nothing unlawful about using offshore companies.

04/05/2016

St. James's Place Academy sponsors prizes for academic excellence in Accounting at the LSE

The 6,000-word essays account for 50% of the mark of one of the compulsory courses on the MSc programme.

04/05/2016

St. James’s Place - “The majority of companies have seen their profits improving and their balance sheets are in really great shape”

Figures released last week for UK GDP showed stronger than expected growth in the last three months of 2015. “The majority of companies we see have seen their profits improving and their balance sheets are in really great shape,” said Richard

04/05/2016

UBS Wealth eyes alternatives top spot

UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.

04/05/2016

A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year

Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.

04/05/2016

Standard Life’s buying spree hits London

Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.

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.

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

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