12/09/2015
From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.
12/09/2015
However, some firms need to make substantial improvements in client information practices as well as ensuring the portfolios they manage truly reflect the needs and risk appetite of their customers. The FCA will be following up on these issues with these
12/09/2015
Impact of digital technology and price pressures
12/08/2015
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
12/08/2015
Brooks Macdonald has announced a move into Portugal with a deal making its discretionary investment services available through Generali PanEurope’s Private Wealth Portfolio (PWP).
12/08/2015
In a further attempt to foster eurozone growth, the ECB announced it was dropping the deposit rate, extending its bond-purchase programme, and promised more asset purchases. The scale of the announcement disappointed some investors, however Stuart Mitchel
12/08/2015
High-flying bankers have seen their wages double since a new EU bonus cap was introduced in a seemingly futile attempt to tackle excessive pay, according to the Bank of England.
12/07/2015
Sovereign wealth funds in the Gulf have been pulling money out of asset managers at the fastest rate on record as they rush to boost their economies following the collapse in the oil price.
12/07/2015
Palamon is said to have hired Evercore to find a suitable buyer, with bids due in before Christmas.
12/07/2015
By any measure, 2015 has been a momentous year for Michael Gorriz. Ending a 29-year career at Daimler, most recently as its chief information officer, Gorriz relocated from Stuttgart to Singapore to take up the mantle of chief information officer at Stand
12/07/2015
Wealth management firms face an ongoing challenge in terms of risk and security but technology remains a key opportunity for competitive advantage re client experience and operational benefits.
12/07/2015
“Do not arouse the wrath of the great and powerful Oz ! ..Pay no attention to that man behind the curtain.”- The Wizard of Oz.
12/07/2015
The Charity Symposium, aimed at charity trustees and their advisers, takes ‘Legacy: securing the future’ as its central theme.
12/07/2015
“Of course we will continue to play an active role on industry issues and will review our position regarding membership of the various professional bodies as appropriate.”
12/07/2015
"Following the sale of our international business we are now focused on streamlining our processes and propositions to improve efficiency and ensure our business better meets the needs of our clients," RBS said in an e-mailed statement on Monday
12/07/2015
POLICIES to boost the transport system, training and education are vital parts of any regional devolution settlement, according to an influential economist.
12/06/2015
Over the past 20 years, taking account of dividends, investors have enjoyed overall returns of 981 per cent
12/06/2015
There is arguably no more English name is estate agency than Harrods Estates, which is a sister company to the famous London department store.
12/06/2015
Joe Leahy in São Paulo and Martin Arnold and Patrick Jenkins in London
12/04/2015
The combined business will offer discretionary, advisory and execution-only services. The core offering will be bespoke management.