01/17/2019
SG Wealth achieves chartered status
East Anglia-based IFA SG Wealth Management has been awarded chartered financial planner status.
Wealth and Asset Management
01/17/2019
Top Take-Aways from Sanlam’s Inheritance Seminars
Perhaps most shocking is the statistic that 50% of Brits over the age of 45, those most likely to have dependents, also die intestate.
01/17/2019
Charles Stanley income rises on advice revenue
Total income for the year to the end of December was £115m, compared with £111m under the same measure in 2017.
01/16/2019
Wealth planning needs of internationally mobile clients
Identify what impact regulation will have and the concerns and goals of the next generation of HNWIs.
01/16/2019
Citigroup’s private banking arm advises clients against pound trade
Looming Brexit vote likely to see sterling volatility rocket
01/16/2019
HSBC Private Banking announces partnership with AllBright
The partnership demonstrates HSBC Private Banking’s commitment to fostering more diversity within their organisation, as well as supporting entrepreneurs and family offices across the world, a statement from the bank has said
01/16/2019
Banque Cramer acquires Ticino asset manager
The transaction will deploy its effects retroactively as of 31 December 2018.
01/16/2019
Intertrust simplifies organisational structure to support its transformation strategy
The Company will report according to the three above mentioned market areas as of Q1 2019
01/15/2019
ZEDRA adds new Zug office to Swiss network
It is expected that the three offices will work closely together, with company registration, accounting and legal services all eventually available from the new location.
01/15/2019
Wealth in the UK Market Demand and Future Growth 2019
The report uses findings from Publisher's 2018 Wealth Managers Survey and 2018 IFA Survey.
01/15/2019
2019 Outlook: Managing your clients through times of market turmoil
A good client relationship will outlive bad market performance
01/14/2019
Counterpart deal for Wealth Management firm
The initial consideration for the acquisition is £900,000 in cash, funded from AFH's existing cash resources.
01/14/2019
Credit Suisse launches share buyback programme
The buyback programme is an effort to reward Credit Suisse shareholders who had been with Thiam during the revamp.
01/14/2019
How bad behaviour by super-rich hits London’s wealth managers
Some clients have been ditched because of their questionable antics
01/11/2019
Deutsche Bank Must Pay Cum-Ex Bill, Warburg Says in Lawsuit
Lawsuit is latest legal front in expanding scandal over Cum-Ex
01/10/2019
Guinness AM teams up with Brewin Dolphin on multi-asset funds
Balanced and growth funds aimed at expat investors and their advisers
01/10/2019
Crédit Agricole in Partial Retreat
Switzerland is home to roughly ten Crédit Agricole trading employees.
01/08/2019
City 'Superwoman' Nicola Horlick defiant as losses mount at her 'greatest triumph' Money & Co
For the last few months, the company's been profitable.
01/07/2019
Sanlam acquires wealth manager
“I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”
01/07/2019
Mattioli Woods reports lower-than-expected revenue as Brexit hits investment confidence
Mattioli Woods said its profit outlook for the year remains in line with management's expectations