12/13/2019
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs
12/12/2019
Global Leader in Wealth Intelligence Adds 130,000 Additional European Records
12/12/2019
Policy Services Ltd to trade as normal under St James's Place ownership
12/12/2019
Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.
12/12/2019
A family office will typically include teams responsible for the management of investments, property, and other assets, as well as the management of the family's legal and tax affairs.
12/12/2019
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/12/2019
The UK wealth manager aims to expand its share of the territory’s mass-affluent market to 15% in the next five years, according to its Hong Kong head.
12/11/2019
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/11/2019
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs.
12/10/2019
While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.
12/10/2019
The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans
12/10/2019
This is the fourth time both Mark and Kevin have made the list.
12/10/2019
The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.
12/10/2019
It has about 150 employees, including 27 financial planners and 12 paraplanners, of whom at least half are women, with a female quota at senior management level of around 40 per cent.
12/10/2019
Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity
12/10/2019
The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.
12/09/2019
Yet 250 years ago this year, their powerful foundations would be rocked by scandalous allegations that gripped the nation and placed them at loggerheads with another of Scotland’s richest and most powerful families, the Hamiltons.
12/09/2019
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.
12/06/2019
Citi Private Bank releases its investment themes for 2020
12/06/2019
Cheap index trackers are increasingly part of portfolios