02/13/2017
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.
02/13/2017
Insurer has initial talks with Chinese conglomerate and two buyout groups
02/13/2017
St James’s Place, one of Britain’s biggest wealth managers, has come under fire for paying its advisers using an ‘air miles’ type system which rewards them with trips and jewellery for bringing in high levels of client investment.
02/10/2017
Baer is contesting the claim and taking further appropriate measures
02/10/2017
The company highlighted that the encouragingly strong performance came post-Brexit.
02/10/2017
The Powerwomen Awards, which champions women in the wealth sector, was held last night at London’s Rosewood Hotel
02/10/2017
This included whether to grow or reshape their presence in different locations
02/10/2017
The award ceremony was held in Geneva on 9th February 2017 and organised by ClearView Financial Media.
02/09/2017
It is the second consecutive fall in profits at Pictet
02/09/2017
Wealth managers and financial advice firms across the globe have signed up to the network
02/09/2017
"This marks another great step in our expansion in the Manchester area."
02/09/2017
It also confirms the lender’s successful strategy in offering bespoke solutions and integrated products and services in the area of wealth management.
02/09/2017
The private office offers clients a range of specialist private banking products, services and lending solutions.
02/08/2017
A wonderful result and it's good to see that other private banks honor the innovative development of our services.
02/08/2017
RBC said the biggest risk remains a recovery in net flows.
02/08/2017
Delancey will be the majority shareholder in Mount Kendal
02/08/2017
Meanwhile at the Harcourt Square property in Dublin, Hibernia agreed a new non-renewable six-year lease with the Office of Public Works
02/07/2017
Five DFMs band together to launch industry partnership
Gaining recognition that working with us can improve the efficiency of the adviser business and customer outcome is absolutely crucial.
02/07/2017
The team will also be able to allocate to active funds where they believe it would benefit the portfolio and passive funds might not offer effective replication.
02/07/2017
There will be no change to the management of Amati funds and portfolios, which will continue to be run by Paul Jourdan, Douglas Lawson, and David Stevenson.