07/16/2014
St James’ Place adviser acquires two advice firms for undisclosed sum
A new legal firm enjoying rapid early growth across the business has acquired two Financial Services businesses to bolster its Financial Management arm.
07/15/2014
Nigel Pascoe, director of lending at Channel Islands-based Skipton International, said the new products are a natural extension of the offshore bank’s existing mortgage range.
07/15/2014
New logos and brand style to be used, with all UK entities now trading simply as Sanlam.
07/15/2014
Fraudsters are using the details of firms we authorise to try to convince people that they work for a genuine, authorised firm. Find out more about this ‘clone firm’.
07/14/2014
The buyside-focused unit of the International Capital Market Association – which represents firms including Aviva Investors, Goldman Sachs Asset Management, Pimco and Schroders – has confirmed plans for a meeting in September before the consul
07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry
07/14/2014
With the sale, Generali completes an aggressive disposal plan, selling 3.7 billion euros of non-insurance assets in about 18 months, just shy of its own target of 4 billion euros.
07/14/2014
The Ingenious Asset Management and Thurleigh teams have successfully combined, and are now working seamlessly together at 15 Golden Square, London.
07/14/2014
The unit is said to resemble something of a revolving door,
07/14/2014
We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.
07/13/2014
Corporate success most leading French companies make their money outside France’s stalled economy mainly lay behind the rise, which followed a 25 per cent increase in 2012.
07/11/2014
The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.
07/11/2014
Morton, who sits on the boards of numerous small cap firms, has also promised Webb further capital for acquisition opportunities.
07/11/2014
Sure, most of the European asset manager will comply with it [AIFMD], because they are used to and required to comply with European regulation
07/10/2014
The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital
07/10/2014
At the end of last month KPMG suggested we are entering a golden age as regulatory confusion clears. We ask four wealth managers what they think.
07/10/2014
Financial planner Tony Larkins, managing director of Cambridgeshire-based Beacon Wealth Management, has been awarded the fellowship of the Chartered Management Institute.
07/10/2014
http://www.lse.co.uk/AllNews.asp?code=qhjm34j0&headline=Qatari_Sovereign_Wealth_Fund_Confirms_Sale_Of_Near_5_Stake_In_LSE
07/09/2014
2nd Quarter Inflow Puts Company On Track to Meet Profit Targets
07/09/2014
New client money in the second quarter of 2014 poured into the division at the fastest pace ever