10/07/2015
Elian Shortlisted In GCC Region Awards 2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale
10/07/2015
The simplified service is called Simply EQ and will be launched at the end of October.
10/07/2015
The new Impax Leaders fund will be managed by Hubert Aarts and launched under the company's Irish Ucits umbrella.
10/07/2015
If you don’t want to wait six months to invest in Lloyds Bank shares, AXA Wealth has identified 3 funds with exposure in Lloyds and other UK banks.
10/06/2015
Andrew Shepherd, deputy chief executive of AIM-listed wealth management group Brooks Macdonald, discusses the growth for the business since its IPO in 2005 and its investment approach going forward.
10/06/2015
Investors will be happy to see the end of a volatile third quarter and now is a good time to put the recent fears into context. The figures were never going to be particularly positive but some signs remained good, especially as recently released data sug
10/06/2015
The Ethical fund’s mandate will remain unchanged with the managers continuing to target a combination of income and growth.
10/06/2015
Two years after closing its London offices amid allegations of insider-trading, Point72 Asset Management will now move to 8 St James’s Square in London’s hedge-fund heartland.
10/06/2015
The process led to a €493m first close in March 2015; the figure increased to €508m once Rothschild employee commitments were factored in.
10/06/2015
Scottish Equity Partners expected to offload 10pc of Skyscanner, confirming it as a technology 'unicorn'
10/05/2015
“A merry heart goes all the day, Your sad tires in a mile-a.” William Shakespeare, Winter’s Tale, Act 4, Scene 3.
10/05/2015
To someone who has lived through all that, the task of shaking up a global bank that is more than 150 years old might not seem so daunting.
10/05/2015
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
Specialist wealth management and employee benefits business Mattioli Woods has bought the pension administration business of Lindley Group for just under £2m.
10/05/2015
City financial planner’s founder leaves firm
The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.
10/05/2015
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments.
10/05/2015
Entries are judged based on quantitative data, with awards given to companies which the independent judging panel feel are best suited to run client money over the coming years.
10/05/2015
Credit Suisse is currently the fourth-biggest global player in private banking
10/02/2015
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.