08/07/2015
The CISI said that the merger would benefit its own members by widening the choice of qualifications and professional development pathways available, ‘extending the opportunities for them to develop their careers in the field of wealth management&rs
08/07/2015
It said that while dress-down Fridays could still go ahead with jeans, trainers and T-shirts all permissible, flip-flops face an outright ban.
08/07/2015
There is a lot of sensitivity involved when you close an office and you have to be careful about relocating people
08/07/2015
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/07/2015
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
08/06/2015
The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.
08/06/2015
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
08/06/2015
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
Some pressure on pricing fuelled by deep-pocketed private equity buyers was offset by advisor demand for a secure home.
08/06/2015
He has a serious appetite for investing those billions in ideas that go against the flow
08/06/2015
The bigger cause of investor inertia is probably down to the stickiness of long embedded relationship
08/06/2015
Almost half of high net-worths have cited climbing tax rates as their number one concern
08/05/2015
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
08/05/2015
Successful applicants to the Academy undertake an intensive education
08/05/2015
The Italian bank wants to become a major international player in the asset management industry
08/05/2015
The company has also appointed two financial advisers, a tax specialist and new head of legal
08/04/2015
In recent months Elixirr has invested considerably in its Financial Services unit, one of the firm’s largest and fastest-growing practices.