04/09/2019
The growth of trade and a monetary system across Renaissance-era European society created a demand for institutions that could store personal and commercial assets securely, and even make loans to people in need of a cashflow boost.
04/09/2019
Some material differences: the average Balanced model has much less fixed income exposure than the DP allocation midpoint
04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/08/2019
Now 36, Hogg retired from the sport last year after a 16-year career in which he helped secure a couple of Calcutta Cups and became the first Scotland forward to score a hat-trick of tries for 20 years.
04/08/2019
Catalyst merges with Global financial services specialists
Market-leading financial services firms set to create global specialist consultancy
04/08/2019
The same is happening in financial services outsourcing.
04/05/2019
UBS said to weigh asset management merger
The company has been assessing the market for at least a year as dealmaking picks up across the industry, according to the people.
04/05/2019
Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.
04/05/2019
The fund has returned 28 per cent over the past three years.
04/04/2019
Billionaire's hedge fund bets £60m that shares in Ryanair will fall
Short-selling position taken in early February is first of this size reported on budget airline
04/04/2019
How to keep wealth in the family
Describe the challenges of passing on assets later in life
04/04/2019
UBS eyeing asset management merger with DWS – reports
Swiss bank could combine businesses and spin them out as separate entity
04/03/2019
Nucleus' chief executive David Ferguson said the results were positive given a number of challenges facing the platform market.
04/03/2019
The duo have also entered into a cooperation agreement about recommending clients
04/03/2019
While the app goes beyond just the financial component of wealth, it also comes with new financial tools such as net-worth tracking and spending analysis tools.
04/03/2019
The wealth management industry is undergoing huge transformation as firms seek to focus their time and attention on delivering best-in-class advice and service to their clients.
04/03/2019
Initiatives to promote boardroom diversity and flag gender pay issues have failed to resolve the issue
04/03/2019
Guido Zoeller, country manager for Germany & Austria said: "The offering of Société Générale Private Banking will complement our current portfolio of services and expertise in Germany."
04/03/2019
The firm has appointed four senior private bankers to the new office
04/03/2019
The awards organised by Citywealth celebrate individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.