03/11/2015
IFAs call for financial fair play as providers build advice
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/11/2015
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/10/2015
The UK fintech start-up will manage your wealth for a small, transparent fee
03/10/2015
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/10/2015
One of London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.
03/10/2015
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/09/2015
The world’s ultra-rich are on the move
03/09/2015
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen
03/09/2015
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/08/2015
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.
03/05/2015
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.
03/05/2015
Credit Suisse Private Banking's head of UK domestic clients Ian Dembinski expects the wealth management sector to increasingly polarise between large and smaller players, with those in the middle ground left in the weakest position
03/04/2015
Davy Group is Ireland's biggest provider of wealth management, asset management, capital markets and financial advisory services.
03/04/2015
London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials
03/04/2015
The combination of a prolonged period of low interest rates, the likelihood of lower real returns on risk assets and rising regulatory pressures present wealth managers with substantial challenges in 2015.
03/04/2015
He is well positioned to comment as his firm has been one of the most active consolidators in the financial advice sector over the past few years.