10/31/2014
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews.”
10/29/2014
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
Family offices are increasingly looking beyond traditional trust structures towards more bespoke structures for planning offshore to suit younger and more mobile entrepreneurial families who don’t want to give up control.
10/29/2014
The theme of the conference this year is “Your Family Office: Strategies, Structures & Sustainability”.
10/29/2014
Independent corporate and fund services provider Crestbridge has recorded an impressive increase in the value of funds it administers a year after it underwent a rebrand in June 2013.
10/28/2014
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
The motivations behind investors’ attitudes to wealth.
10/28/2014
Where regulation is taking the DFM industry.
10/27/2014
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.
10/26/2014
Wealth Management department at BNP Paribas bank has won the prize for “outstanding private bank in Europe” at the 2014 Private Banker International Awards, the bank announced in a Friday statement.
10/24/2014
Head of Boston Family Office Shortlisted for the Power Women Awards
The Power Women awards were introduced by Citywealth to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
10/24/2014
Taking place on October 30, the event will be held at the Bristol Museum and Art Gallery.
10/24/2014
Total inflows in the first nine months of the year amounted to 97 billion euros, bringing the stock of assets under management to 1.52 trillion euros.
10/23/2014
Investors are constantly being told to diversify, so shouldn’t the same argument apply to running a business? Walker Crips chief executive Rodney FitzGerald thinks so.
10/23/2014
The UK’s finance industry has been compromised in “numerous ways” by EU reforms, and has not done enough to protect its national interests, the Wealth Management Association (WMA) has said.
10/23/2014
‘[Doing this] is very much the exception rather than the rule,’ he says as he browses the still half-written Word document on his monitor, overlooking the neighbourhood’s trademark mix of dignified Georgian and internet-age plate-glass a
10/23/2014
Liechtenstein wants to lure wealthy Muslims to its private banks as it seeks to revive an industry hurt by the loss of the nation’s status as a tax haven.
10/22/2014
Directors and chief executives across financial services companies must now take greater personal responsibility for the actions of their company.