12/10/2014
Old Mutual: IFAs can increase retirement income by 49%
Advisers can help retirees increase their retirement income by nearly half, or 49%, according to Old Mutual Wealth.
12/10/2014
Advisers can help retirees increase their retirement income by nearly half, or 49%, according to Old Mutual Wealth.
12/10/2014
Citi Private Bank in Spain, which manages mainly high net worth wealth, is launching an investment club together with local partner Mazabi to help clients into property assets that could be worth as much as €400m in total.
12/10/2014
“A quintessentially English dealership could be quite intimidating” for Chinese buyers, said Chris Harris, marketing director for luxury automotive group HR Owen, which owns Jack Barclay. “We wanted to de-mystify the experience.”
12/09/2014
Roman Avdeev was also awarded the title “Legend of the Industry” and as always, the legendary brand Chivas Regal had the honor to present the award to the laureate.
12/09/2014
ICSA, the Institute for professionals working in governance and compliance, is launching four new Level 4 qualifications for offshore finance professionals
12/08/2014
Finance Minister Harris Georgiades (photo) refrained to comment on Putin’s remarks made during Thursday’s Federal Assembly address in Moscow.
12/08/2014
The asset management industry suffered a shock last month when an influential panel that advises the UK regulator on policy issued a damning report on the state of the fund market.
12/08/2014
Wealth management firms struggled to translate a healthy rise in assets in the third quarter into earnings.
12/08/2014
A report from the New City Initiative has underlined the detrimental impact of regulation on the asset management industry.
12/08/2014
Derrick Dunne, Director of Sanlam FOUR, states: “We are pleased to complete the transaction and look forward to delivering the mutual benefits of association to our clients, Sanlam and our owner employees.
12/08/2014
SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.
12/08/2014
These outlook pieces usually start with is set to be an eventful year for the industry’.
12/08/2014
First-round bids are due before Christmas, they added.
12/08/2014
In another coup for the Brewin Podcast Stephanie Flanders, JP Morgan Chief Market Strategist and former BBC Economics Editor, joins Brewin Dolphin’s Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.
12/08/2014
A survey of 644 advisers found that 49 per cent have segmented their client base by size
12/05/2014
Guernsey fiduciary services industry targets new markets -FT
The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.
12/05/2014
Guernsey’s economy shows signs of recovery despite protests -FT
Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.
12/05/2014
The 2015 Investment Outlook provides insight from Arne Hassel, Head of Investments at Coutts and his senior team: Alan Higgins, Chief Investment Officer for the UK; Norman Villamin, Chief Investment Officer for Europe, Terence Moll, Head of Asset Allocati
12/05/2014
The Grand Duchy is increasingly marketing itself as the go-to place for art-related business in Europe.
12/04/2014
Estonia Is First Country In The World To Offer E-Residency
Estonia has become the first country in the world to offer E-Residency, a way of legitimising your online identity throughout the global internet.