05/23/2016
Online wealth management service launched
Two former senior banking executives launched a new online wealth management service targeting high network individuals, branded as Netwealth
05/23/2016
Our increased capacity means we can continue to respond to the fast growing demand for our services.
05/20/2016
Among the award-winners and highly commended people by the judges was David Lough, who took this year’s Lifetime Achievement Award.
05/18/2016
At a group level, Rathbones announced that total funds under management rose 0.3% from £29.2 billion to £29.3 billion in the first three months of the year.
05/18/2016
With USD30 trillion of HNW assets expected to pass from the older generation by 2050, the wealth industry could be about to witness one of the greatest wealth transfers of all time.
05/18/2016
The potential inclusion of ETFs in Stock Connect, a cross-border initiative launched in 2014 that links the Hong Kong and Shanghai stock exchanges
05/17/2016
The unit will join with Schroders’ ABS team in New York, and the combined group will oversee more than $8 billion, according to a statement from the company that didn’t disclose terms.
05/17/2016
Award caps anniversary for firm
05/16/2016
The fund, which follows the same investment philosophy as the Europe Synergy fund the pair already co-manage, is around 95% invested in potential takeover targets.
05/16/2016
While I’m not entirely certain that Ben Franklin ever did say "a penny saved is a penny earned", I do know that Woody Allen said “money is better than poverty, if only for financial reasons."
05/16/2016
Research into generation Y has already shown that asset and wealth managers will have their work cut out to convince this new breed of investor to part with its money in the same way their parents and grandparents did.
05/16/2016
The battle amongst employers to recruit and retain the best quality talent continues to intensify
05/13/2016
Wealth management firm launches new Bristol office
All three were previously senior wealth and investment management professionals at Barclays.
05/13/2016
Japan’s Nikko Asset Management and UK investment firm Legal & General Investment Management have formed a business alliance for the provision of investment management services.
05/13/2016
Almost one year into his tenure as Deutsche Bank's chief executive, John Cryan says he has ushered in a new culture of openness, rooted out bad behavior and set about untangling the bank's technology.
05/13/2016
A letter to the Chancellor of the Exchequer, George Osborne MP, sent on Monday 9 May, confirmed that Jersey would actively participate, as it had done in the past, in the work on the development and assessment of compliance of the standard.
05/13/2016
The Chief Minister explained: “If we are ever to defeat corruption, every nation needs to sign up. We need action, not fine words.”
05/13/2016
In an interview with Vatican media, de Franssu acknowledged that in the past the IOR had been subject to abuse "because you cannot serve two masters, and money is tempting."
05/13/2016
'It has experience tough times and is a mix between a company that needs turnaround and a company that could be taken over.'
05/12/2016
'One criticism we get is we have all these different things out there and nobody really understands how they tie together.'