01/19/2015
Asked about Coutts International after the Italian bank said in November it was looking at the wealth management arm of Royal Bank of Scotland, Messina said he was not interested in buying only the international division of the company.
01/19/2015
Opportunities in new geographies and asset classes, a rise in the mass affluent, and aging high net worth baby boomers are sparking new demand for wealth management services.
01/19/2015
Wealth firm to buy embattled adviser network in £2.7m deal
Tavistock's shares were down 49.3% at 2.66 pence early Monday, making it the worst-performing stock on the AIM All-Share index
01/19/2015
The inclusion on the web site is another milestone for European Wealth, which has not allowed the grass to grow under its feet since listing on AIM in May of last year.
01/19/2015
"We welcome GVC's decision to be the first investor among many GCC-based corporate and high net-worth investors who are at an advanced stage of discussions to acquire equity stakes in GWM as part of its UK crowdfunding campaign. We expect to ma
01/19/2015
It will be offered through Newton Investment Management – a subsidiary of BNY Mellon – which currently oversees several multi-asset funds.
01/16/2015
Wealth managers, whose focus is on individuals, are badly served by being lumped in with “banks” and are straining to cope with aggressive compliance requirements from the FCA
01/16/2015
Stephen Harper has confirmed he intends to double Attivo’s staff numbers over the course of the year.
01/16/2015
The rules are expected to prove expensive for the industry and will come into force in January 2017 under MiFID II proposals.
01/15/2015
A consortium comprising Singapore’s DBS Group Holdings is among the shortlist of banks for the second-round sale process of Coutts International
01/15/2015
Old Mutual Wealth has launched a new adviser-led self-service option for its investment platform that will allow clients to top-up their Isa and collective investment accounts online.
01/14/2015
Hampden & Co, the first private bank to come through the new route to get a banking licence, plans to open the door to new clients before the end of March after securing the final pieces of its payments systems.
01/14/2015
Towry has formed a partnership with Professional Player magazine in a move to offer financial planning and investment management to footballers.
01/14/2015
Beacon Wealth Management Ltd, crowned the East of England Financial Adviser Company of the Year 2015,announced on the 8th January, in London.
01/13/2015
Independent corporate, fund and private client services provider JTC Group has marked its 27 year of growth with the launch of a refreshed global brand, unveiled to staff, clients and intermediary partners.
01/13/2015
Our long track-record as a global custodian and administrator means we are ideally positioned to help Multrees to meet its strategic goals
01/12/2015
Customers have become more sceptical about the service provided by active fund managers since the financial crisis, as investment performance has often failed to live up to what was promised, but fees have remained high and hidden in commissions.
01/12/2015
UBS Group AG, Switzerland's biggest bank, has lost two more blue-chip corporate broking clients
01/12/2015
A hacker claiming to be behind a cyber attack on Banque Cantonale de Geneve divulged confidential client information after the Swiss bank failed to meet demands for payment.
01/12/2015
Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.