04/06/2017
Launching in May 2017, the programme is mandatory for all front-line employees and will include a rigorous assessment process that leads to certification.
04/06/2017
Barclays Wealth & Investment Management offers clients redress after reviewing investment products sold between 2005 and 2011.
04/06/2017
The restrictive ownership limit and the tough competition from local firms
04/06/2017
The firm's three advisers and additional support staff will join the restricted national, with Infiniti managing director Kevin Speake taking on the role of regional director.
04/06/2017
FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.
04/05/2017
The change will come into effect over “the next couple of years”, a spokesman confirmed.
04/05/2017
Proplend is now inviting investors to register their interest and sign up for IFISA updates.
04/05/2017
He left Towry in October 2016 following Tilney's acquisition of the company.
04/05/2017
We’re now very well equipped for the future and can focus on adding real value to our business and our clients.
04/05/2017
Phil Smeaton, chief investment officer at Sanlam Private Wealth, offers a high-level view on individual asset class performance.
04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
04/04/2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.
04/03/2017
The group has around 300 staff across 10 jurisdictions.
03/31/2017
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
03/30/2017
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
The group provided no further context for the outperformance.
03/30/2017
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/30/2017
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.