08/11/2015
ABN Amro has won back many of the corporate clients acquired by rivals Royal Bank of Scotland and Deutsche Bank and the Dutch lender aims to repeat the trick in Brazil, according to its chief executive.
08/11/2015
The deal, which is for an undisclosed fee, will see FA Watts become part of restricted advice firm Sanlam Wealth Planning.
08/10/2015
Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.
08/10/2015
The technology that threatens to put bankers out of business
08/10/2015
A Telegraph Money investigation has found British savers living abroad are being charged up to seven times more for financial advice than they would in the UK
08/10/2015
The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.
08/10/2015
Access to research about the best and worst performing funds was sewn up tight by big companies.
08/10/2015
Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.
08/10/2015
These reviews have caused significant downward pressures on profits for wealth managers
08/10/2015
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.
08/10/2015
The EU Commission has confirmed its continued endorsement of Guernsey as a cooperative jurisdiction following a meeting between officials in Brussels.
08/09/2015
As I sat taking in my surroundings, what struck me was how many of the great Roman investments in architecture and infrastructure have stood the test of time, and how Monty Python’s response is still applicable today.
08/09/2015
Trust games: Europe’s NextGen HNWI more sceptical than US peers
08/09/2015
Aberdeen Asset Management Cowes Week is the season’s most laid-back event
08/07/2015
The CISI said that the merger would benefit its own members by widening the choice of qualifications and professional development pathways available, ‘extending the opportunities for them to develop their careers in the field of wealth management&rs
08/07/2015
It said that while dress-down Fridays could still go ahead with jeans, trainers and T-shirts all permissible, flip-flops face an outright ban.
08/07/2015
There is a lot of sensitivity involved when you close an office and you have to be careful about relocating people
08/07/2015
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.