04/05/2016
Queen’s bank and HSBC set up offshore companies
There is nothing unlawful about using offshore companies.
Wealth and Asset Management
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
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.