02/20/2019
Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”
02/20/2019
VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.
02/20/2019
"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."
02/20/2019
The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company's award-winning website.
02/20/2019
How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.
02/19/2019
The fund manager recently increased the level of debt in the trust in order to buy more UK shares, as a sign of his confidence in the direction of markets.
02/19/2019
With 18 years' history, Self Bank is an online wealth management provider with a broad suite of banking and wealth management products
02/19/2019
Brexit has prompted several firms to relocate their operations.
02/19/2019
From questionable corporate incentives to excessive risk-taking, there were plenty of red flags that should have warned asset managers of the impending financial crisis in 2008.
02/19/2019
These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.
02/18/2019
Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.
02/18/2019
Changing fund structure
02/17/2019
Tax and privacy concerns result in an ‘image problem’ for planning structures
02/17/2019
The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.
02/15/2019
Our business has undergone substantial change over the past 3 years
02/15/2019
The branch is led by Olivier Machet and offers investment products in convertibles, high yield corporates, short-term credit, dividends futures, credit allocation, optional overlay and long/short multi-strategies.
02/15/2019
The worst case Brexit scenario is widely believed to be a ‘no-deal’ departure, which would probably see sterling and UK government bond yields drop sharply.
02/14/2019
Credit Suisse completed at the end of last year its three-year restructuring program.
02/14/2019
Credit Suisse lost about $60 million late last year after it was left holding shares in luxury parka maker Canada Goose Holdings Inc, people familiar with the matter said last month.
02/14/2019
The consolidator’s model is to attempt to keep staff at existing advice firms on when they are acquired.