03/09/2015
Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen
03/08/2015
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/05/2015
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.
03/05/2015
Credit Suisse Private Banking's head of UK domestic clients Ian Dembinski expects the wealth management sector to increasingly polarise between large and smaller players, with those in the middle ground left in the weakest position
03/04/2015
Davy Group is Ireland's biggest provider of wealth management, asset management, capital markets and financial advisory services.
03/04/2015
The combination of a prolonged period of low interest rates, the likelihood of lower real returns on risk assets and rising regulatory pressures present wealth managers with substantial challenges in 2015.
03/03/2015
A financial delegation headed by HRH Prince Guillaume, Crown Prince of Luxembourg, accompanied by HRH Crown Princess Stéphanie, and led by HE Pierre Gramegna, Luxembourg Minister of Finance, is in Dubai today to promote closer collaboration betwee
03/02/2015
Adviser firm consolidator AFH Financial Group has acquired the assets of a South East business, including its five advisers and principal, in a deal worth up to £973,000.