11/26/2015
Pension transfer delays are unacceptable: Drewberry
The head of pensions at Drewberry Wealth Management has criticised the “unacceptable” amount of time it takes to process a pension transfer.
Wealth and Asset Management
11/26/2015
Bonuses and the illusion of banking performance
Deutsche boss is right to call for simpler, more modest pay structures
11/26/2015
Five top fintech offerings for investors: Miss Mackay's Money Microscope
When we think about how technology might transform our lives, it's easy to jump ahead to the realm of driver-less cars and polite robots doing our ironing.
11/25/2015
Youth is not wasted on the Young
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/25/2015
Luxembourg Goes in for an Image Makeover
Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.
11/25/2015
Argon Asset Management Scoops Two IAIR Awards in Milan
A CEO Summit held before the awards ceremony brought corporate leaders together to discuss leadership, skills and visions for growth.
11/24/2015
Banque J. Safra Sarasin (Luxembourg) acquires Luxembourg Private Banking Business
J. Safra Sarasin acts as consolidator in the private banking market.
11/24/2015
‘Dangerously blurred’ lines between advice and guidance
Mr Mackay said addressing this lack of distinction between advice and guidance is crucial to improving consumer engagement
11/24/2015
Atlantic rift? - St. James's Place Market Bulletin
The Federal Reserve continued to indicate that a December rate rise was likely, meanwhile UK rates are likely to be frozen at the current level until 2017.
11/24/2015
How to approach ultra and high net-worth individuals
New World Wealth says that one in every 35 people in London – which is the equivalent to 395,600 people – own assets worth more than £1m.
11/24/2015
Wealth manager partners with AJ Bell Investcentre
At present, the panel is made up of 21 discretionary fund managers, giving advisers a range of partners to choose from.
11/23/2015
Russian Billionaire’s Battle With Art Dealer Draws In HSBC
Bank accounts are subject of a complaint related to fight
11/23/2015
Comparing national economies - just how much is your country worth? by Justin Urquhart Stewart
One way of trying to get an idea of the wealth of a nation is to take its Gross Domestic Product (GDP), which is generally agreed as a sensible measure of economic value, and then divide it by the number in the country's population.
11/23/2015
It’s really not about the Benjamins*: Our top five financial songs... by Penny Lovell
Finance it seems, is a largely unsung subject.
11/23/2015
European Wealth swoops on Manchester private client firm
The wealth manager said the deal will add a further GBP30.0 million in assets to its Manchester office.
11/23/2015
Wealth management firm to launching three new income-generating funds
The pair already run the firm's multi-asset global funds, which were launched in 2007, as well as its discretionary management service.
11/23/2015
Seek and ye shall find by Tim Price
“There is little doubt, to my mind, that we are now at a defining moment in financial history, a time that, once it has passed will be referred by economic and market historians in much the same way as the Wall Street Crash of 1929 or the credit and
11/23/2015
Average Swiss household wealth continues to rise
Increases in the value of financial assets added CHF 11,400 bringing the total rise in asset value to CHF 21,500 per resident.
11/23/2015
City Financial plots mergers after Investec deal
The Cautious and Balanced funds would merge into the City Financial Multi Asset Balanced vehicle, while the Global Thematic fund would merge into the City Financial Multi Asset Dynamic fund.
11/23/2015
UK asset managers signal support for HSBC to move HQ
Aberdeen Asset Management, one of the largest listed fund groups in Europe and a top 10 shareholder in HSBC, said it would continue to back the bank if it uprooted and moved to Hong Kong.