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.
09/22/2015
Noah Partners with UKTI to Open Opportunities for Clients in the United Kingdom
The partnership is designed to open up opportunities for Chinese high net worth individuals in investment, philanthropy, cultural exchanges, and education in the United Kingdom.
09/22/2015
"While the asset management industry there is young and the potential huge, our vow is to avoid short-termism and focus on quality," Young said.
09/21/2015
How does financial education help businesses? An interview with Jeanette Makings by Penny Lovell
One of my favourite quotes in business at the minute comes from Richard Branson: “If you look after your staff, they'll look after your customers. It's that simple.”