02/16/2016
One of the most significant fears on markets is the state of the financial sector – and memories of what troubles in the sector meant for the global economy back in 2008.
02/16/2016
Working with emerging market specialist LGM
02/15/2016
Charles Stanley is developing four multi-asset funds that it plans to roll out in mid-2016.
02/15/2016
“The conventional view serves to protect us from the painful job of thinking.” John Kenneth Galbraith
02/15/2016
Nordea Private Banking ranks among the top 20 Private Banks in Europe.
02/15/2016
These are strange days, ones when the great responsibility of being given the privilege to look after client's hard earned assets, rests heavily on our shoulders and consciences.
02/15/2016
The six-bedroom Grade II listed house in Belgravia comes with a bomb-proof door and the original doorstep house number installed by Baroness Thatcher.
02/12/2016
Wealth specialists acquires IFA's services division
: “Through this vertical integration, we have the ability to expand the proposition we offer to both corporate and private clients.
02/12/2016
Allfunds has more than £145 billion in assets under administration.
02/12/2016
Wealthy people can now access the full English country house experience with no strings attached
02/11/2016
The Together campaign launched last September following an 18-month long rebrand of UBS to reflect a shift in strategy to focus on wealth management.
02/11/2016
There is a chance the board will not reach a verdict and postpone the decision.
02/11/2016
The existing cooperation agreement covering the period through to June 2017 will continue to apply until it expires.
02/11/2016
The Novia Global platform is supported by first class technology, provided by Australian software business GBST.
02/11/2016
Independent research agency Defaqto awards maximum 5 Star Rating for Bordier (UK)’s trio of discretionary propositions
02/11/2016
“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu
02/10/2016
Higher rate UK pension tax relief looks increasingly threatened as speculation mounts that George Osborne will introduce a 25% flat rate of tax relief on pension contributions in the Budget. As well as saving the Treasury money, the reform would redistrib
02/10/2016
This could have implications for the careers of everyone in the industry.
02/10/2016
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
Wealth manager buys insurance broker
Chesham has over 40 years worth of experience in the commercial and personal insurance sectors, serving clients throughout the UK.