04/19/2016
The Old Mutual Compass Portfolio range is the first launch from the Old Mutual Wealth multi asset unit formed last year, which combines the best in class capabilities from Old Mutual Global Investors (OMGI) and Quilter Cheviot.
04/18/2016
Swiss group aims to double assets under management to $20bn
04/18/2016
Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.
04/18/2016
“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to
04/18/2016
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea
04/18/2016
The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.
04/18/2016
Lettings have doubled on homes worth more than £10 million since 2011, and risen a third from the year up to March 2016.
04/18/2016
However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.
04/17/2016
You may remember the wonderful Nicolas Nassim Taleb’s "The Black Swan" (2007) that was described in a review by the Sunday Times as one of the twelve most influential books since World War II.
04/17/2016
It is all too easy in the immediate aftermath of a big story to jump to conclusions and miss the bigger picture.
04/17/2016
Port Talbot, Panama and Parents. Yet again it appears that truth seems stranger than fiction.
04/15/2016
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
Hits back at 'ratings can be bought' report
04/15/2016
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Axa’s UK life insurance and wealth investment units are reportedly up for sale, in a move that could see the French insurance giant net up to £700m ($997.8m, €875m).
04/14/2016
This is the final stage in the acquisition of Royal Bank of Scotland's international wealth management business which operated under the name Coutts. Its entities in Switzerland, Monaco and the Middle East became part of UBP in October 2015.
04/14/2016
Panama papers haunt venerable private German bank
But the Panama Papers have brought to light some questionable business dealings with alleged drug traffickers, money launderers and terrorist financiers.