09/28/2015
Well that was another summer of volatility fading into the mist and during the dog days of August it was China that filled the headlines and columns of the increasingly slim looking newspapers.
09/28/2015
Cryan has a wealth management background and loves the stability of that business
09/28/2015
Aberdeen’s license is unique as it will enable the company to manage assets directly on behalf of Chinese investors.
09/28/2015
With weekly pay packets of hundreds of thousands of pounds, top footballers and other high-earning professional sportspeople have always been subject to the lure of lavish spending.
09/28/2015
The fund arm of HSBC Britain’s biggest bank, has agreed to measure and disclose the carbon footprint of its funds on an annual basis after signing up to the Montreal Carbon Pledge.
09/28/2015
UK wealth management firm joins forces with BlackRock
We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition.
09/25/2015
Winters, 53, last month cut the bank’s dividend in half to save $1 billion and help reverse a two-year slump in earnings
09/25/2015
SJP has sought to actively recruit experienced wealth managers to launch partner practices under the SJP umbrella.
09/24/2015
Very Wealthy Gravitating towards EAM Model
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/24/2015
The firm has filed for an FCA licence and is looking to build up teams in both its London and Manchester offices.
09/24/2015
Fund and private client services company acquires firm in Luxembourg
Their senior management team is additionally strengthened by Raphael Poncelet (left) who is a partner in the firm.
09/24/2015
A special event was held at the BIBF to celebrate the new partnership
09/24/2015
Deal designed to compensate Bill Winters for leaving hedge fund he co-founded
09/24/2015
The Royal Bank of Scotland announced the sale of the business
09/24/2015
An important test will be whether any year-end rally is sufficient to break what bears contend is a new pattern that calls for any rallies to be considered selling opportunities.
09/23/2015
This is subject to regulatory and all other applicable approvals.
09/23/2015
The trend is that some life companies no longer view platforms as an integral part of their business.
09/23/2015
Booming Art Market Paints a Picture of High Risk
Private banks typically offer these loans to their clients at a rate of 2% to 3%, lending up to 50% of an artwork’s value.
09/23/2015
Following Nutmeg's move to offer advice, wealth managers have taken to robo-advice in order to capture smaller clients.
09/23/2015
It is a celebration of the local, national and global achievements of the CISI as well as a pre-eminent social event for local CISI members and their guests.