04/16/2019
Gary Wilder, Kingswood's group chief executive, said: "Since Patrick Goulding and I have taken over day-to-day management control at the board's request earlier this year, we have now implemented the significant changes that were originally
04/16/2019
“The office houses relationship managers and wealth planners who understand the local and global markets and are highly respected within the private client community.”
04/16/2019
“We look forward to working with our new colleagues at Sanlam to grow the business in the North of England and continuing to provide a goal-driven service for our clients.”
04/16/2019
Over the last six months, where markets have been most volatile, Tatton’s DFM reported a 7 per cent increase in assets.
04/15/2019
The current timetable says a court hearing is expected no later than 14 days
04/15/2019
The awards are conferred by a panel of judges brought together by WealthBriefing, a premier news, features and information source for the global wealth management sector
04/15/2019
Lombard Odier wins three leading European awards
The judges were impressed by the evolution of our investment offering in 2018
04/14/2019
His biggest battle was with Greg Hodder, who spent 14 years as chief executive of Laithwaite’s Direct’s Wines, with orders to “polish the rough diamond”.
04/14/2019
British wealth manager may acquire Investec Irish wealth management business
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In
04/14/2019
Most asset classes bounced back in Q1 from the heavy losses of 2018, but how long can it last?
04/12/2019
The ceremony is part of a series of awards
04/12/2019
On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.
04/11/2019
The figures were contained in an update on first quarter fund flows showing total client assets of £24.1 billion held within Charles Stanley.
04/11/2019
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
04/11/2019
The workshops are based around retirement and pensions but will have IHT elements soon
04/11/2019
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/11/2019
Discretionary fund managers run portfolios in the way they think best, rather than engaging regularly with the end client.
04/11/2019
They also showed gross new inflows of £2.9bn at the end of 2018, down from £3.2bn in the previous year.
04/11/2019
“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.