02/19/2015
Wealth-X acquires preeminent wealth market research and advisory firm
With the acquisition, Wealth-X will employ more than 250 professionals across offices in 13 cities, including London, Singapore and New York.
02/19/2015
According to the bank’s Global Real Estate Strategic Outlook for 2015, European property markets continue to improve while those in Asia are experiencing a slowdown in growth rates
02/19/2015
The 'tax cap', maximum individual income tax liability, to be increased from £120,000 to £125,000 for new entrants to the scheme. Mr Teare said the scheme would generate a direct economic benefit in the region of £125m over the
02/19/2015
Heartwood was ahead of most rivals with its mass-market proposition launch last year
02/19/2015
Rathbones is launching a private office for high net worths and plans to rebrand in key initiatives to meet its growth targets.
02/19/2015
AFH Wealth Management has announced the acquisition of Worcestershire-based KL Plester Financial Services Holdings for £1.7m.
02/19/2015
NewSmith will be placed in Man’s GLG unit if the deal is completed
02/18/2015
The WMA's criticisms form part of its response to the European Supervision Authority's (ESA's) discussion paper on key information documents for packaged retail and insurance-based investment products (Priips).
02/18/2015
Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.
02/17/2015
Lenlyn prepares sale of one of Britain’s oldest private banks
But plans to sell the bank’s sister brand ICE, which is one of the world’s largest bureau de change businesses, have been put on hold.
02/16/2015
Private banking: shrinking margins, stagnating client base
The following article is from the February 13-26 print edition of the Budapest Business Journal.
02/16/2015
The bank is considering unveiling the new plan, possibly one of the biggest overhauls in decades
02/16/2015
It is understood that Zurich and Aegon have appointed investment bank Evercore to lead talks with potential bidders.
02/15/2015
Campaigners says investors are being misled by over a third of so-called active funds
02/15/2015
Even before the Swiss central bank abandoned its cap on the currency in January, the cost of taking on someone in Poland was just 50 to 60 percent
02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
The runners and riders that could be tempted to buy the investment firm.
02/13/2015
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/13/2015
Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.