09/28/2015
UK wealth management firm joins forces with BlackRock
We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition.
09/25/2015
Winters, 53, last month cut the bank’s dividend in half to save $1 billion and help reverse a two-year slump in earnings
09/25/2015
SJP has sought to actively recruit experienced wealth managers to launch partner practices under the SJP umbrella.
09/24/2015
Very Wealthy Gravitating towards EAM Model
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/24/2015
The firm has filed for an FCA licence and is looking to build up teams in both its London and Manchester offices.
09/24/2015
Fund and private client services company acquires firm in Luxembourg
Their senior management team is additionally strengthened by Raphael Poncelet (left) who is a partner in the firm.
09/24/2015
A special event was held at the BIBF to celebrate the new partnership
09/24/2015
Deal designed to compensate Bill Winters for leaving hedge fund he co-founded
09/24/2015
The Royal Bank of Scotland announced the sale of the business
09/24/2015
An important test will be whether any year-end rally is sufficient to break what bears contend is a new pattern that calls for any rallies to be considered selling opportunities.
09/23/2015
This is subject to regulatory and all other applicable approvals.
09/23/2015
The trend is that some life companies no longer view platforms as an integral part of their business.
09/23/2015
Booming Art Market Paints a Picture of High Risk
Private banks typically offer these loans to their clients at a rate of 2% to 3%, lending up to 50% of an artwork’s value.
09/23/2015
Following Nutmeg's move to offer advice, wealth managers have taken to robo-advice in order to capture smaller clients.
09/23/2015
It is a celebration of the local, national and global achievements of the CISI as well as a pre-eminent social event for local CISI members and their guests.
09/23/2015
Other banks have listed successfully on the stock market, but choppy conditions mean Santander has lost its chance. A two-day investor presentation might give us some hints
09/22/2015
European Wealth makes further acquisition as revenue surges 90%
'The combination of uncertainties in the global markets and the underlying dynamics of the wealth management industry will continue to create meaningful opportunities for the group
09/22/2015
JTC supports HVPE in LSE listing
For any company being admitted to the Main Market of the London Stock Exchange is a real badge of honour, so this is clearly a major move for HVPE.
09/22/2015
A pig, some drugs and a disappointed billionaire: the life of David Cameron
Lord Ashcroft's lurid revelations about the Prime Minister have their origins in a row about a job in the Government
09/22/2015
St. James's Place Market Bulletin - Playing safe
The most important event of the week was, in fact, a non-event – the US Federal Reserve chose not to raise interest rates. The downbeat comments which accompanied the news prompted some rotation out of equities and into bonds.