06/30/2014
Jersey is taking part in the International Festival of Business 2014 in Liverpool this week with two representatives speaking in the fifth International Banking and Finance Forum.
06/30/2014
But wealth managers who spoke to Financial News said many custodians were failing to meet their demands.
06/30/2014
Four new asset managers join the platform Two new corporate clients and one FTSE 250 company
06/30/2014
YOU are an investment adviser and manager for Outrageous Wealth Managers
Ethics tests for finance sector?
06/29/2014
The former wealth manager for blue-chip clients had the idea for the business, which will launch a pensions product in the autumn, after friends asked him to manage their finances.
06/27/2014
Northern Trust said $58.4 billion is already invested in a set of ESG strategies.
06/27/2014
He had been CEO and director-general of the 11-year-old Banka Credins
06/27/2014
Tilney has also made a further £7.6 million provision for compensation and redress costs for this year.
06/27/2014
As institutional investors pressure fund managers for higher-yielding strategies in the current low-yield environment, bond funds have turned to asset-backed securities to stoke returns. Asset-backed securities are bundles of loans that have been packaged
06/27/2014
Quilter Cheviot marketing director Jane Seymour said the combined company decided on this route with both brands being ‘well-known and respected in our target markets'
06/25/2014
Schroder's Invests in Online Wealth Manager
Venture capital firm Balderton, which has previously invested in online companies LoveFilm, Betfair and Zopa, is also involved in the fundraisin
06/25/2014
Private client wealth management firm merges Plymouth and Truro offices
The commitment to the county is very much intact
06/25/2014
It also works with multinational corporations to provide “geopolitical and strategic advice”
06/25/2014
The business will be relocated and fully integrated into European Wealth's head office in London
06/25/2014
The latest capital raise means the business has now attracted a total of $50m of shareholder investment.
06/24/2014
The recruitment drive follows the hire of six wealth managers for Bestinvest’s regional offices in the first half of 2014.
06/24/2014
Discretionary investment manager opens new office
The firm provides portfolio management services for private clients, trusts and charities.
06/24/2014
Former Morgan Stanley Private Wealth advise targets clients with £10m assets
The firm was formed last November and began managing money this year
06/24/2014
Those assets were held by clients in dozens of countries, including in central and eastern Europe, and some countries in west Europe, Africa and in Latin America that HSBC has deemed as not strategically important.
06/23/2014
Both regulations and the structure of capital markets foster a culture of ‘passing the buck’