08/02/2016
IFA in national push with Dorset acquisition
The nine-strong firm will continue to trade as Harvard Financial Management, part of the Ascot Lloyd Group, following the acquisition.
08/01/2016
New documentary looks at the astounding privileges enjoyed by the children of the one per cent
08/01/2016
‘A Room without books is like a body without a soul’ Marcus Tullius Cicero
08/01/2016
It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…
08/01/2016
UK asset managers pledge to pay for visas for EU employees based in London
08/01/2016
Wealth management industry will need to redesign the ‘core’ high-net worth service model
08/01/2016
And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.
08/01/2016
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.
08/01/2016
The report’s author, Charles Brand, highlighted how the marker was set at the start of the year after the US raised rates in December 2015.
08/01/2016
There were 124 M&A deals between wealth management firms in 2015, a fresh high during the eight years of tracking by Scorpio Partnership.
08/01/2016
Attempts are being resisted to improve standards at listed UK companies
08/01/2016
Laurence Boyle says the firm will run the same proposition as he did at Investec
08/01/2016
Most high net worth individuals are looking to reduce their exposure to UK-based assets in the wake of the country’s vote to leave the European Union, according to deVere Group.
08/01/2016
It was previously revealed that following the completion of the transaction, Towry chief executive Rob Devey would leave the business.
08/01/2016
The boom in compliance remuneration took hold after the financial crisis and now looks likely to accelerate following the Brexit vote.
07/29/2016
Indeed, many of the larger players that use social media do so under their general brands rather than via the wealth management division, which can limit the impact and reach of their social media activities in targeting wealth management clients,
07/29/2016
Some of Europe’s largest banks have been hurt by volatile markets and record-low interest rates, with Deutsche Bank AG, Barclays Plc and Credit Suisse Group AG all reporting a drop in second-quarter earnings this week.
07/29/2016
High street bank sees PPI bill rise and non-core division makes a loss of £1.9bn
07/29/2016
Swiss lender comfortably beats earnings expectations for second quarter