11/27/2015
Death, taxes and the Autumn Statement by Penny Lovell
In the world of financial advice, one of the most frequently cited clichés comes from Benjamin Franklin: “In this world nothing can be said to be certain, except death and taxes.”
11/27/2015
In the world of financial advice, one of the most frequently cited clichés comes from Benjamin Franklin: “In this world nothing can be said to be certain, except death and taxes.”
11/27/2015
BSI drops exclusive talks to buy private banking unit
The exclusive period was due to end on Friday.
11/27/2015
‘For some time, we have been receiving enquiries for the provision of high quality administration services for onshore investment trusts to the same standard as similar offshore vehicles.
11/27/2015
“With BNP Paribas, we will celebrate our 15th year of partnership in 2016,” newly-elected ITF President David Haggerty said.
11/26/2015
The head of pensions at Drewberry Wealth Management has criticised the “unacceptable” amount of time it takes to process a pension transfer.
11/26/2015
Deutsche boss is right to call for simpler, more modest pay structures
11/26/2015
When we think about how technology might transform our lives, it's easy to jump ahead to the realm of driver-less cars and polite robots doing our ironing.
11/25/2015
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/25/2015
Luxembourg Goes in for an Image Makeover
Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.
11/25/2015
A CEO Summit held before the awards ceremony brought corporate leaders together to discuss leadership, skills and visions for growth.
11/24/2015
Banque J. Safra Sarasin (Luxembourg) acquires Luxembourg Private Banking Business
J. Safra Sarasin acts as consolidator in the private banking market.
11/24/2015
Mr Mackay said addressing this lack of distinction between advice and guidance is crucial to improving consumer engagement
11/24/2015
The Federal Reserve continued to indicate that a December rate rise was likely, meanwhile UK rates are likely to be frozen at the current level until 2017.
11/24/2015
New World Wealth says that one in every 35 people in London – which is the equivalent to 395,600 people – own assets worth more than £1m.
11/24/2015
At present, the panel is made up of 21 discretionary fund managers, giving advisers a range of partners to choose from.
11/23/2015
Bank accounts are subject of a complaint related to fight
11/23/2015
One way of trying to get an idea of the wealth of a nation is to take its Gross Domestic Product (GDP), which is generally agreed as a sensible measure of economic value, and then divide it by the number in the country's population.
11/23/2015
Finance it seems, is a largely unsung subject.
11/23/2015
European Wealth swoops on Manchester private client firm
The wealth manager said the deal will add a further GBP30.0 million in assets to its Manchester office.
11/23/2015
The pair already run the firm's multi-asset global funds, which were launched in 2007, as well as its discretionary management service.