07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry
07/14/2014
With the sale, Generali completes an aggressive disposal plan, selling 3.7 billion euros of non-insurance assets in about 18 months, just shy of its own target of 4 billion euros.
07/14/2014
The Ingenious Asset Management and Thurleigh teams have successfully combined, and are now working seamlessly together at 15 Golden Square, London.
07/14/2014
The unit is said to resemble something of a revolving door,
07/14/2014
We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.
07/13/2014
Corporate success most leading French companies make their money outside France’s stalled economy mainly lay behind the rise, which followed a 25 per cent increase in 2012.
07/11/2014
The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.
07/11/2014
Morton, who sits on the boards of numerous small cap firms, has also promised Webb further capital for acquisition opportunities.
07/11/2014
Sure, most of the European asset manager will comply with it [AIFMD], because they are used to and required to comply with European regulation
07/10/2014
The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital
07/10/2014
At the end of last month KPMG suggested we are entering a golden age as regulatory confusion clears. We ask four wealth managers what they think.
07/10/2014
Financial planner Tony Larkins, managing director of Cambridgeshire-based Beacon Wealth Management, has been awarded the fellowship of the Chartered Management Institute.
07/10/2014
http://www.lse.co.uk/AllNews.asp?code=qhjm34j0&headline=Qatari_Sovereign_Wealth_Fund_Confirms_Sale_Of_Near_5_Stake_In_LSE
07/09/2014
2nd Quarter Inflow Puts Company On Track to Meet Profit Targets
07/09/2014
New client money in the second quarter of 2014 poured into the division at the fastest pace ever
07/09/2014
The acquired business, which advised more than 4,500 private clients and held more than £1.5bn of client assets, was another step in Towry’s ambitious acquisition plans.
07/09/2014
There are differences between RDR and MiFID, such as their definitions of independent advice
07/09/2014
Wilcocks & Associates helps Liverpool savers protect £2.5m in assets and ponders merger with law firm
07/08/2014
This milestone highlights the continued strong demand for income from clients globally, particularly given the sustained environment of moderate economic growth and low interest rates, coupled with the trend of an ageing population globally.
07/07/2014
Middle Eastern investors show interest in the home of the Household Cavalry