12/18/2018
The FT reported Tuesday that ultra-high net worth individuals (UNHWI), were advised they might want to "accelerate" plans to move their investments out of London before Brexit chaos.
12/17/2018
Barclays said the indices’ transparent design makes them particularly attractive for structured products while offering a simple alternative to the Eurostoxx 50 benchmark.
12/17/2018
Raising c. £15 million from 60 million small donations since its conception in 2010, the venture has been a resounding success, proving that human values can triumph in the digital age.
12/17/2018
Having a similar investment in US dollars means you are really taking a credit risk only.
12/17/2018
The move is in line with Indosuez WM's expansion plans in Europe with a focus on Spain, where the firm has increased its assets under management by 33% over the past year amounting to €4bn at the end of September 2018.
12/17/2018
For the first seven or eight years after setting up their firm, Bentley and his business partner Alistair Ellen did everything themselves.
12/16/2018
Charities’ report criticises asset managers after analysing their votes on controversial issues
12/14/2018
Whilst many ultra-high net worth clients have become less confident about the outlook for global stock markets since JP Morgan Private Bank’s Spring Private Client Survey, many still see late-cycle opportunities.
12/13/2018
Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.
12/13/2018
The weapons targeted by the initiative cause indiscriminate or disproportionate harm and their use is banned or restricted under international conventions, Pictet said.
12/13/2018
Catella’s ownership in the joint venture structure is expected to generate positive cash flow
12/13/2018
Investec AM senior management look to increase stake to 20% ahead of spinoff
Listing as a separate business
12/13/2018
Currently Tilney has 10 staff in Northern Ireland, including five financial planning experts.
12/13/2018
JTC has successfully completed two recent acquisitions, both supported in part by the funding from Santander.
12/12/2018
They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.
12/12/2018
But still the wealth management industry is in its relative infancy.
12/12/2018
The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹
12/11/2018
Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world
12/11/2018
It further noted that its responsible investment team will provide voting, engagement, ESG research and risk tools to investment teams across its business.
12/11/2018
Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank