06/05/2015
Sanlam swoops on wealth firm
The deal will see Sanlam invest in the network to build up the size of the business. The network currently has 330 advisers.
06/05/2015
The deal will see Sanlam invest in the network to build up the size of the business. The network currently has 330 advisers.
06/04/2015
The next generation inspires an upgrade and reinvention of roles and responsibilities
06/04/2015
deVere Group, one of the world’s largest independent financial advisory organisations, has today been named the winner of the ‘Best Independent Financial Consultancy Group – International’
06/04/2015
So far, however, Morrissey appears not to have inspired a similar improvement in her own industry
06/03/2015
In addition to Novia and Transact, the Brown Shipley Model Portfolios are now available via the Standard Life Wrap Platform
06/03/2015
Aberdeen Asset Management chief executive Martin Gilbert has warned on a potential liquidity crisis in bond funds
06/03/2015
Robo-advice in the years to come will be dominated by the big institutions such as insurance companies and banks
06/03/2015
Much of the discussion concerning passives has focused on what they do better than active strategies, with ‘better’ often a synonym for ‘more cheaply’.
06/03/2015
Regarded as one of the top analysts in his peer group, Locke, who died last weekend, built a wealth of experience in investment trusts in a career spanning almost three decades.
06/03/2015
Investors have seen the shares slide from more than £18 to nearly £10 - they will want to know how the new boss can reverse that
06/02/2015
In a week of eye-catching headlines, disappointing data and further uncertainty, there was very little movement for the major global equity markets.
06/02/2015
People familiar with the talks said that an agreement was likely to be struck in the coming weeks
06/01/2015
Investment bank Stifel Financial Corp is in advanced negotiations to acquire Barclays Plc's U.S wealth management unit
06/01/2015
An Extraordinary General Meeting of the Company is to be held on 12 June 2015.
06/01/2015
An increasingly diverse range of Jersey firms spanning tourism, hospitality and financial services are exploring opportunities to grow business links with China, courtesy of a special event held in London recently that was initiated by the Chinese Ambassa
06/01/2015
Currently negotiating key aspects with Barclays
06/01/2015
Investors are increasingly seeking to access offshore investments as a result of the relaxation of exchange controls and benefits of greater asset security and returns.
05/31/2015
Interview: Hassan Bouhadi, the chairman of the Libyan Investment Authority, outlines his role in helping to rebuild the war-torn nation
05/29/2015
HSBC Holdings is once again assessing whether to shift its headquarters from the U.K. But one of the options — moving bank to Hong Kong — “is certainly the wrong answer,” according to analysts at UBS AG
05/29/2015
Former Deutsche fund manager Helene Jelman has joined forces with ex-Brooks Macdonald director Michael Usher to launch an investment firm