07/02/2015
SJP overhauls asset growth reporting
St. James's Place is simplifying the way it reports assets under management by scrapping the life assurance measure of Annual Premium Equivalent (Ape).
Wealth and Asset Management
07/02/2015
The Wealth Report Attitudes Survey
Andrew Shirley explores trends in the wealth sector.
07/02/2015
Managing Family Reputation
Alistair Morgan explains how families manage their reputations.
07/02/2015
Malta: Maltese Property Market To Attract The World's Ultra-Rich
The world's richest are looking to invest in luxury real estate around the world in order to diversify their assets.
07/01/2015
SEI Wealth Platform Achieves Recognition of Financial Stability
AKG's ratings system assesses providers on a wide variety of different metrics to ascertain a firm's overall financial strength and its ability to act as a long-term partner to advisers in a fast-moving regulatory environment.
07/01/2015
Lunch with... Julian Sinclair of Talisman Global Asset Management
Citywire's Anna Dumas sits down with Julian Sinclair, CIO of Talisman Global Asset Management, to talk Grexit and family offices
07/01/2015
Jersey FSC visit the Gibraltar Financial Services Commission
The GFSC and the Jersey FSC signed a Memorandum of Understanding on 13 March 2014.
07/01/2015
Wealth management firm expands into bigger offices
A financial management firm is relocating to out-of-town offices after failing to find suitable space in the city
07/01/2015
Arbuthnot hires Brown Shipley man as North West head
Arbuthnot Latham has hired Brown Shipley private banking director Richard Moore as its North West regional head.
07/01/2015
VAM and Close Brothers AM form strategic wealth partnership
VAM and Close Brothers Asset Management (CBAM) have formed a strategic partnership designed to exploit changing dynamics in international markets.
06/30/2015
HSBC returns to its roots
Bank refocuses on Asia
06/30/2015
Wealth managers under pressure as clients demand higher cash levels
“People were more confident after the election, but now Greece is on the agenda instead.”
06/30/2015
Hargreaves buys £370m client bank from JP Morgan AM
The breadth of Hargreaves Lansdown’s service means we are able to accommodate the full range of investments that these clients currently hold.
06/30/2015
Bank holiday - St. James's Place Market Bulletin
These steps took the country nearer to the exit of the euro area, since a core rule of the eurozone is that there should be no restrictions on the movement of money or capital.
06/29/2015
Isle of Man Aviation Conference reinforces industry strength
The 5th annual Isle of Man Aviation Conference took place at the Villa Marina in Douglas on Thursday 25 June with an upbeat message from Economic Development Minister Laurence Skelly and the Isle of Man's Director of Civil Aviation Simon Williams.
06/29/2015
The only game worth playing by Tim Price
“Continued growth past maturity for any entity becomes obesity or cancer.”
06/29/2015
Raymond James pair target charities with boutique launch
Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.
06/29/2015
Towry revives £800m float plan
A schedule for the IPO is expected to be unveiled in the near future
06/29/2015
How wealth managers are trying to avoid another Lehman
Pain is a rarely used word in the lexicon of wealth management
06/29/2015
Investec Wealth & Investment partners with FEIFA
UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.