02/20/2017
SJP swoops on Dorking-based advice firm
Following the deal HJP will become a restricted advice firm.
Wealth and Asset Management
02/17/2017
Enness Private Clients launches international high net worth mortgage brokerage
The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.
02/17/2017
Robo adviser beats benchmarks in first year
Wealthify achieved higher growth for their clients investments
02/17/2017
Julius Baer and the Russian Client Who Brought Down a Bank
The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union
02/16/2017
HNW Demand and Drivers - Research and Markets
Globally over half of HNW investment portfolios are placed in discretionary mandates.
02/16/2017
Higher rates remove need for cash comfort blanket
Nobody wants to be sitting on tons of cash.
02/16/2017
City superwoman on hook for £250k: Huge bill looms for Horlick after she is let down by US investor
Horlick turned to ‘crowdfunding’ to raise cash for her venture
02/16/2017
Old Mutual Wealth puts forward alternative MPAA proposals
The limit could also discourage people from working in retirement.
02/16/2017
AIFMD passport no longer seen as the ‘silver lining’
Third country passport was not a panacea for the UK industry
02/16/2017
Robust bank ABN Amro books net profit of €2bn in 2016
The fourth-quarter results are solid.
02/14/2017
Heartwood IM closes in on £3bn AUM milestone
These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.
02/14/2017
Seven Investment Management Extend Tax Efficient Dublin Fund Range
The investment house extends client options to include actively managed passive funds with a nine year track record.
02/14/2017
High Net Worth Society
High Net Worth Society, a members only club
02/14/2017
Greece plans to appoint Rothschild as debt adviser
Officials keen to make the appointment this week as tension over debts increase
02/14/2017
Data suggests Swiss National Bank intervention to trim rising franc
The SNB declined to comment on its activities, but economists said the numbers demonstrate that the central bank likely stepped in to mitigate the franc's rise.
02/14/2017
Credit Suisse Plans to Cut Up to 6,500 Jobs This Year After Loss
The settlement was a “game-changer for us,” Chief Executive Officer Tidjane Thiam said in an interview with Bloomberg Television.
02/14/2017
Roland-Garros and BNP Paribas remain united in their commitment to tennis
BNP Paribas will support the tournament through a period of significant growth
02/13/2017
Profile: Old Mutual’s Freeman on promoting advice outside the bubble
Freeman’s input to the industry goes beyond the day-to-day functions of his job title.
02/13/2017
Tilney brings 40-year veteran out of retirement for charity
Newly created role for Tilney, appointed
02/13/2017
Eclectica slashes half its staff after AUM fall further
According to the firm’s accounts, the 13-strong staff was cut to six, with two junior members from the investment team, four from administration and one from the marketing team leaving.