03/12/2015
N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza.
03/12/2015
The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, headquartered in Jersey and STEP announce a major new service development for the STEP Trustee Managed Portfolio Indices.
03/12/2015
This move by Towry brings an end to the uncertainty
03/12/2015
Aberdeen Asset Management has reached the finals of the Better Society Awards which acknowledge excellence in environmental performance, sustainable investing, business ethics, transparency, support for non-profit organisations, and more.
03/11/2015
Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.
03/11/2015
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events
03/11/2015
The Wealth Management Association has criticised the Financial Conduct Authority's recent review on complaints handling, warning the 'one size fits all' approach ignores the costs to wealth managers
03/11/2015
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/10/2015
The UK fintech start-up will manage your wealth for a small, transparent fee
03/10/2015
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/10/2015
US Broker swoops on one of London's Stock Exchange 's oldest companies
One of London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.
03/10/2015
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/09/2015
The world’s ultra-rich are on the move
03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen
03/09/2015
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/08/2015
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.