06/02/2016
In a chapter of the report examining the existence of tax havens, the committee said it believed improving reporting and tax transparency requirements for companies in which the NOK7.
06/02/2016
This is expected to help position the firm - which currently has £2.7 billion of assets in its wealth management arm - for further growth.
06/02/2016
UBS analyst Colm Kelly said: “A ban on the charging of surrender penalties to enable more freedom around switching would have material consequences for SJP’s earnings profile.”
06/01/2016
This dissonance, PwC believes, leaves the wealth management industry particularly vulnerable to disruption from FinTech innovators.
06/01/2016
This trend of consolidation in the platform market is what is giving Mr Tiller grounds to believe there will only be five adviser platforms by 2021.
05/31/2016
Private equity firm in £33m broker deal
According to the Office for National Statistics, self-employment has now reached a 40-year high and makes up around 15pc of the UK workforce.
05/31/2016
The findings underline the growing frustration of shareholders at the performance of HSBC.
05/31/2016
Furthermore, Investec W&I will work alongside the professional accountant body on two of its flagship events later this year.
05/31/2016
As guests of British Polo Day, most of us are staying at the palace — a hotel voted, that very day, as the best in the world by TripAdvisor’s Travellers’ Choice Awards.
05/31/2016
Both of these moves, however, have attracted criticism from advisers.
05/31/2016
McParland & Partners has more than 2,000 clients and is based in Nelson, Lancashire, with satellite offices in Manchester and Sheffield.
05/30/2016
RIT Capital disclosed a stake of less than 3 per cent in Alliance Trust last year, according to UK regulatory filings.
05/27/2016
Jersey, where the company has had a small office for 20 years, was mentioned many times in the leaked documents.
05/27/2016
The sale would generate gross proceeds of about 145 million pounds ($213 million), Arbuthnot said.
05/27/2016
The combined firm with have 240 financial planners and 120 investment managers on its books, operating from over 30 locations across the UK.
05/27/2016
The winners were chosen after a rigorous nomination and selection process
05/27/2016
The wealth manager turned watchmaker who's totting up sales of £8.5m a year indulging his passion
To the outside world, the centuries-old watchmaking business might seem like an odd choice of profession for the young and inexperienced to break into.
05/26/2016
Lux group ups UHNW expansion with Swiss bank purchase
This purchase comes just three months after the Luxembourgese bank acquired Banco Populare Luxembourg S.A.
05/25/2016
The company’s latest report states that, of developed markets, HNW clients in Germany show the greatest interest in automated advice platforms.
05/25/2016
Santander is reducing staff and closing hundreds of branches as it seeks to shave 3 billion euros from expenses by the end of 2018.