02/03/2015
ARC private client indices, measuring the performance of 54 wealth management firms’ portfolios based on four risk categories has found that despite the volatility of 2014, the year ended on a positive note for investors.
02/02/2015
This month the Minister for Economic Development, Laurence Skelly MHK offered a confident outlook for the Isle of Man's economy in 2015. The Island performed well over 2014, with growth across key sectors and Minister Skelly was keen to highlight a r
02/02/2015
Towry bids to buy Ashcourt Rowan in £97m deal
The offer represents Towry's biggest deal since its ill-fated acquisition of stockbroker Edward Jones for £1 in 2009.
02/02/2015
Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management
02/02/2015
Financial advisory and wealth management business swoops for Oxfordshire firm
The deal which adds a further £55m to its funds under management
02/01/2015
WMA joins forces with NCA to fight wealth cyber crime
The Wealth Management Association (WMA) is working closely with the National Crime Agency (NCA) to help wealth managers address the growing issue of cyber crime
01/29/2015
RBC Wealth Management has been named ‘Trust Company of the Year, Jersey’ at the Citywealth International Financial Centre (IFC) Awards
01/29/2015
Lloyds Banking Group Plc Chief Executive Officer Antonio Horta-Osorio is among Standard Chartered Plc shareholders’ preferred candidates to take the bank’s top job, according to two people with knowledge of the matter.
01/29/2015
The Jersey-based team were delighted to have taken the title for the second year running and managing director Jonathan Giles accepted the award at a prestigious ceremony held last Tuesday at London’s Grange City Hotel.
01/29/2015
The latest figures show that there are now a total of 110 Jersey companies listed on exchanges around the world, reflecting growth of 13% on 2013 figures, whilst the total market capitalisation of those companies rose by around 62% year-on-year to £
01/28/2015
But Rathbones’ head of multi asset David Coombs has disposed a 3.7 per cent position in the trust
01/28/2015
A merchant bank has announced that it is moving 600 staff into Wimbledon town centre, making it the biggest private employer in the borough from August
01/28/2015
Credit Suisse May Consider Private Banking Purchases in Italy
The Zurich-based company plans to hire 40 private bankers in Italy over two years, he said.
01/28/2015
Wealth management firm signs up for second presidential year
NECC President’s Club represents more than 250 companies and organisations from sectors including services, manufacturing, education, and professional, to local authorities, housing groups and the public sector.
01/28/2015
Wealth manager said market volatility had kept transaction volumes low in recent months
01/28/2015
The amount of clients' money managed by Mattioli Woods has now topped £5 billion for the first time – up 16 per cent year on year.
01/27/2015
The acquisition allows DC Wealth, a former long-standing Sutton Coldfield firm which moved to Lichfield in recent years, to be directly authorised under the Financial Conduct Authority
01/27/2015
Guernsey has been crowned European domicile of the year for the third successive year at the UK Captive Services Awards 2015.
01/26/2015
Creechurch Capital is based on the Isle of Man but already has offices in London and Manchester.
01/26/2015
Aberdeen Asset Management has the highest number of badly performing funds says fund supermarket Tilney Bestinvest in its 'Spot the Dog' study.