10/23/2014
Rodney FitzGerald on diversifying revenue at Walker Crips
Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.
10/23/2014
Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.
10/23/2014
The UK’s finance industry has been compromised in “numerous ways” by EU reforms, and has not done enough to protect its national interests, the Wealth Management Association (WMA) has said.
10/23/2014
‘[Doing this] is very much the exception rather than the rule,’ he says as he browses the still half-written Word document on his monitor, overlooking the neighbourhood’s trademark mix of dignified Georgian and internet-age plate-glass a
10/23/2014
Liechtenstein wants to lure wealthy Muslims to its private banks as it seeks to revive an industry hurt by the loss of the nation’s status as a tax haven.
10/22/2014
Directors and chief executives across financial services companies must now take greater personal responsibility for the actions of their company.
10/22/2014
Following approval from regulators, Quilter Cheviot will become the discretionary investment management business within Old Mutual Wealth.
10/22/2014
But perhaps at the heart of SJP’s success is its “advice guarantee” and unique approach to investment management.
10/21/2014
The Bestinvest founder acquired the financial planning arm of Truestone and relaunched the business as EQ last week.
10/21/2014
Credit Suisse Group, the world's fourth-largest wealth manager, almost doubled client assets in Spain during the country's recession and expects expansion to continue as the economy gathers pace.
10/21/2014
The awards seek to “recognise the achievements of those working within the investment and financial services community”, and those who are “going above and beyond to help their clients protect and make the most of their hard-earned money
10/20/2014
Western-based private banks should clear some space for growing regional players in the market.
10/20/2014
The gross consideration is subject to an adjustment by reference to Seydler's net asset position at the completion date. The transaction is subject to regulatory approval in Germany.
10/20/2014
SGPB has received a number of awards during the Private Banker International Global Wealth Awards ceremony which took place in Singapore on 17 October 2014.
10/20/2014
The PAM Awards are in their 16th year and the ceremony will be held in the ballroom of the Dorchester Hotel, Park Lane, on 5th March 2015.
10/19/2014
They may have yachts, fancy cars and private jets. But pity the super rich. They’re miserable.
10/17/2014
With concern growing around the rapid global decline of our bees, and the resulting potential impact on the world as we know it, staff at Nedbank Private Wealth and its trust division, Nedgroup Trust, have been helping to do their bit by spreading bee-fri
10/17/2014
The deal will increase Old Mutual's exposure to the lucrative wealth management market, which is forecast to grow by between 6 and 8 percent a year.
10/17/2014
Cambridgeshire based, Beacon Wealth Management Ltd, has been shortlisted for an East of England Business Champions Award. This time, the Independent Financial Advisers have been selected for the Cambridgeshire Business Champions Award recognising Beacon a
10/16/2014
The CISI became a Chartered body in 2009 joining the ranks of professional bodies such as the accountants, lawyers and bankers.
10/15/2014
The event, in aid of Macmillan Cancer Support, was as much a networking event as a fundraiser, with old friends catching up over grouse baps and Laurent-Perrier.