07/24/2015
Wealth manager Brooks Macdonald Group PLC on Friday said trading in the financial year to the end of June was in line with its expectations, despite some "unhelpful" market disruptions in the fourth quarter.
07/24/2015
The boutique will offer a range of model portfolios, with a tiered 0.85% charge that can be tailored to clients’ needs.
07/24/2015
Old Mutual International has launched a new online service with the aim of boosting its trust proposition by pointing advisers towards the most suitable trust for their customer’s circumstances.
07/24/2015
It agreed to buy German bank Hauck & Aufhaeuser Privatbankiers earlier in July. It also owns French-based holiday company Club Mediterranee and has a stake in Britain's Thomas Cook.
07/23/2015
BrewinsDirect is available for those with as little as £10,000 and is said to offer an “uncomplicated, low-cost service”. Investors can choose from one of six portfolios
07/22/2015
But angry expats who have spent years as loyal customers of the bank say they feel betrayed. Many say they have been told they must have a UK-based account to receive their British state pension.
07/22/2015
Leading multi-jurisdictional trust and corporate services provider, Equiom, has been short listed for three categories in the prestigious Citywealth International Financial Centre Awards 2016.
07/22/2015
These institutional quality strategies will allow sophisticated global investors access to a broad range of exposures across developed and emerging markets.
07/21/2015
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
07/21/2015
Pearson PLC, the parent company of the 127-year-old newspaper the Financial Times, is mulling a sale of the business broadsheet.
07/21/2015
Although CEO Peter Sands took the fall for the bank’s problems, Mike Rees, a 25-year veteran of the bank, has to take some of the responsibility
07/20/2015
Africa & Middle East to form part of new regional business structure
07/20/2015
Rathbones has promoted five senior directors and departmental heads to its executive committee.
07/20/2015
“That men do not learn very much from the lessons of history is the most important of all the lessons of history.” - Aldous Huxley.
07/20/2015
Independent trust company Nautilus is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.
07/17/2015
Playtech’s shareholders still need to approve the deal but that should prove relatively straightforward.
07/17/2015
Seventh Appointment Under National Local Government Pension Scheme Underlines Leadership Position in Sector
07/17/2015
Company will focus on precious metals brokerage and storage offering
07/17/2015
This week has seen the release of Go Set a Watchman, Harper Lee’s much-anticipated sequel to To Kill a Mockingbird.
07/17/2015
He has decided to step back from managing wealth to concentrate on running funds.