05/27/2015
He said: "We are always looking to deliver the very best service to our clients. With such exciting changes in the retirement space, this new arrangement will allow us to focus on our expert retirement planning advice and management of client investm
05/27/2015
Pakenham Partners served as financial advisers to Aberdeen on this transaction; Berkshire Capital served as financial advisors for FLAG.
05/26/2015
Some observers are calling this the real and final end of Swiss bank privacy tradition, which mostly dates to the 1930s.
05/26/2015
Entrepreneurs should be encouraged to make their fortunes – before they decide to leave the UK.
05/26/2015
The transaction brings together an unparalleled group of high net worth, entrepreneurial shareholders from Europe and across the SAMENA markets with a view to advancing their shared desire for a return to relationship-driven banking and access to differen
05/26/2015
Fidelity’s Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up
05/26/2015
The Wealth Management Association has attacked the "failure" of the RDR to clearly define 'independent' advisers and suggested MiFID II's description would be a better suggestion
05/25/2015
The trust have been continuing to press United for information on the approach which has caused Lapping’s plans to be put on hold.
05/22/2015
UK wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
"Receiving this accolade reflects our commitment to providing clients with a first class service. Being in the Top 25 is a testament of the hard work by our teams and it both recognises and reinforces our reputation of being an experienced and relia
05/22/2015
Mr Munday said the firm was also planning to move to new premises within 200 yards of its existing base
05/21/2015
Another Sipp firm partners with alternative lender
Mattioli Woods is set to partner with a peer-to-peer lender, in the latest example of the alternative lending option being made available within a pensions wrapper.
05/21/2015
Steve Hilton on banks: right problem, wrong answer
Pay bankers like civil servants and they will soon start running banks like government departments
05/21/2015
Profile: The Brewin & Barclays alum bringing the City to Brighton
Though called Brighton Capital Management, the firm is currently located a five-minute train journey away from the city
05/21/2015
The fund will typically hold 40 positions and have a high active share of around 90%, and a tracking error of 4-8%
05/21/2015
The OYSTER SICAV is a Luxembourg domiciled UCITS managed by SYZ Asset Management (Luxembourg) SA.
05/21/2015
Old Mutual Wealth sees sales go up at Intrinsic
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
UK Wealth manager to launch trio of income funds
Wealth manager is preparing to launch three income funds in a bid to attract pension savers.