06/10/2016
The moves follow SJP teaming up with Metro Bank at the end of April to launch an intergenerational mortgage range, specifically for parents and grandparents who wish to support their children or grandchildren in buying a first home.
06/10/2016
Investment banks stormed into the public spotlight since the financial crisis, but are Europe’s asset managers getting too big for their own good?
06/09/2016
With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.
06/08/2016
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
Neptune to launch a wealth arm
06/08/2016
The Paris office is managed by Régis Gaston-Breton, head of domestic French market, and Pierre-Alix Jean, relationship manager France.
06/08/2016
‘There is no one-size-fits-all approach and advisers need to take into account their clients retirement income needs, future goals and objectives.’
06/08/2016
This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.
06/08/2016
Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.
06/08/2016
The acquisition has no significant financial impact on the Societe Generale group.
06/08/2016
Share In Talks With Wealth Manager For Profit-Boosting Deal
Even amid subdued activity, Share said that independent research indicates it has performed better than peers.
06/07/2016
Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.
06/07/2016
JP Morgan, which advises RIT, had previously been the Trust’s sole broker.
06/06/2016
Such individuals are often much more personally involved with their philanthropic foundations than they are with their investments.
06/06/2016
The deal values Martin Maurel at 240 million euros, and the transaction would be financed by a mixture of newly issued Rothschild & Co shares, Rothschild & Co's own cash resources and external credit facilities, the banks said in a statement
06/06/2016
Elian is expected to generate Revenue of £96 million and EBITDA of £36 million (37.4% margin), representing a CAGR of 9% and 12%, respectively, on Revenue and EBITDA since FYE January 2015 (pro forma for the acquisitions of Allied Trust and SF
06/06/2016
Close Brothers AM buys celebrity wealth firm
The firm specialises in servicing high net worth clients, particularly in the media and sports industries.
06/06/2016
The recovery encompassed rises in the firm’s annual revenue and pre-tax net income, which hit £70.3 million – up from £68.1 million the year before – and £12.2 million respectively.
06/06/2016
Penny Lovell, Head of Private Clients at Close Brothers Asset Management, one of the judges and the sponsor of the award added: "It is a privilege to support these awards and to find out more about the fantastic family firms that are the backbone of
06/06/2016
Lyxor’s Alternative UCITS Platform is one of the fastest growing platforms in the industry with $2bn in assets, recording a 30% growth in 2015*.