02/18/2015
The WMA's criticisms form part of its response to the European Supervision Authority's (ESA's) discussion paper on key information documents for packaged retail and insurance-based investment products (Priips).
02/18/2015
Close Finance’s Rachel Scott Renouf has won a gold award in the Group’s inaugural Recognition Awards.
02/17/2015
Lenlyn prepares sale of one of Britain’s oldest private banks
But plans to sell the bank’s sister brand ICE, which is one of the world’s largest bureau de change businesses, have been put on hold.
02/16/2015
Private banking: shrinking margins, stagnating client base
The following article is from the February 13-26 print edition of the Budapest Business Journal.
02/16/2015
The bank is considering unveiling the new plan, possibly one of the biggest overhauls in decades
02/16/2015
It is understood that Zurich and Aegon have appointed investment bank Evercore to lead talks with potential bidders.
02/15/2015
Campaigners says investors are being misled by over a third of so-called active funds
02/15/2015
Even before the Swiss central bank abandoned its cap on the currency in January, the cost of taking on someone in Poland was just 50 to 60 percent
02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
The runners and riders that could be tempted to buy the investment firm.
02/13/2015
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/13/2015
Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.
02/12/2015
The business in Jersey was also recognised as the best among its peers in four further categories
02/12/2015
The increase is the second consecutive quarterly rise and figures from the Guernsey Financial Services Commission (GFSC) show that the total value of Guernsey bank deposits reached £83.7 billion at the end of December 2014.
02/12/2015
For many years I was a mainstream investment manager; believing in the omniscient wisdom of central bankers. Once the scales had fallen from my eyes after yet more manipulation I realised that I had to do something about the charade.
02/12/2015
Ex-Barclays Wealth chief plans comeback
He is now looking to re-enter wealth management and is exploring a number of projects
02/11/2015
Island's History of Robust Regulation, Rule of Law, Global Tax Treaties and Lack of Bank Secrecy Laws Ought to be Recognised by UK Labour Party
02/11/2015
A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome
02/11/2015
Wealth managers splash cash on Plymouth diving comp
WEALTH management specialist Brewin Dolphin is making a splash again this year by sponsoring one of Plymouth's main diving events.