04/01/2015
Tavistock buys further IFA in national expansion
Tavistock also recently bought Standard Financial Group and its troubled adviser network Financial Ltd, following shareholder approval in February.
03/31/2015
The Wealth Management Association is calling for an overhaul of the retail bond market in order to make it more accessible to wealth managers and their clients
03/31/2015
Nigel Holley, founder of Maven Private Office, is joining Stanhope Capital following his company’s dissolution
03/30/2015
Move follows criticism from Dutch lawmakers
03/30/2015
Tim Ingram, chair of the Wealth Management Association and a former director of Alliance Trust, has backed Elliott Advisors’ proposals
03/30/2015
During the session, panellists discussed financial regulation, corporate governance, and jurisdictional competition, and agreed that collaboration between international finance centres was highly desirable.
03/28/2015
Axel Weber tells Al Jazeera that without the right reforms, “Europe will look as bad as it does today” in a few years
03/27/2015
Having gained regulatory approval, the 13 strong Luxembourg team will continue to serve existing clients, supported by Gentoo’s 29 employees based in Guernsey. The company will be renamed Gentoo Financial Services (Luxembourg) S. A.
03/27/2015
The conference included a mixture of speakers, workshops and panel discussions, enabling coverage of subjects that ranged from the need for family offices to adapt to cultural and generational differences to the very nature of what defines a family office
03/27/2015
The transaction is a part of Aberdeen's strategy to consolidate and strengthen further its alternatives platform
03/27/2015
The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.
03/27/2015
International wealth manager launches ‘aggressive’ assault on UK market
“It remains unusual for internationally focused advisory firms to develop extensively in the UK.
03/26/2015
Perry Downward, Director of Operations at Ramsey Crookall, has won a prestigious title at the 2015 City of London Wealth Management Awards
03/26/2015
Equiom has been listed as one of eprivateclient’s ‘Top 25 Most Admired UK Companies’ for the third year running
03/26/2015
News of the impending cease-and-desist order reflects an escalation of hostilities between two sides of the family
03/26/2015
Britain's Financial Times had earlier reported UBP is expected to pay about $600 million (404 million pounds) to $800 million, citing two people familiar with the situation.
03/25/2015
After successfully marketing itself in North America as a prime asset location with investor-friendly regulation, Bermuda is keen to achieve similar success in Europe
03/25/2015
Swiss private bank to buy majority stake in British asset manager
Swiss bank Vontobel Swiss private bank said on Wednesday it would acquire a 60 percent stake in London-based TwentyFour Asset ManagementHolding said on Wednesday it would acquire a 60 percent stake in London-based TwentyFour Asset Management
03/25/2015
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.