06/03/2015
Fifth anniversary for 10 Brown Shipley Model Portfolios
In addition to Novia and Transact, the Brown Shipley Model Portfolios are now available via the Standard Life Wrap Platform
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
St. James's Place Market Bulletin - Tuesday 2 June 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
Caledonia Eyes Takeover Of UK Wealth Manager
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
Investment bank reportedly in lead to buy Barclays' US wealth management unit
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
05/29/2015
Opinion is divided on the extent to which private-bank clients should be encouraged to consider FX as an asset class and to look at strategies to generate returns from currency volatility
05/28/2015
How Arbuthnot Latham is future-proofing private banking
We have taken on new people and we have taken on new clients, and we want to make sure our back office can keep pace with our front office.
05/28/2015
European Wealth has announced plans to acquire financial planning firm ISM Solutions and further 'bolt-on acquisitions', after raising £2m through a share placement
05/28/2015
RBC analysts said: "We believe that lower revenue margins will persist for the following reasons: lower commissions; competition caused by increased transparency; use of third parties in securing flows, including lower margin agent business; an incre