06/25/2014
Schroder's Invests in Online Wealth Manager
Venture capital firm Balderton, which has previously invested in online companies LoveFilm, Betfair and Zopa, is also involved in the fundraisin
06/25/2014
Private client wealth management firm merges Plymouth and Truro offices
The commitment to the county is very much intact
06/25/2014
It also works with multinational corporations to provide “geopolitical and strategic advice”
06/25/2014
The business will be relocated and fully integrated into European Wealth's head office in London
06/25/2014
The latest capital raise means the business has now attracted a total of $50m of shareholder investment.
06/24/2014
The recruitment drive follows the hire of six wealth managers for Bestinvest’s regional offices in the first half of 2014.
06/24/2014
Discretionary investment manager opens new office
The firm provides portfolio management services for private clients, trusts and charities.
06/24/2014
Former Morgan Stanley Private Wealth advise targets clients with £10m assets
The firm was formed last November and began managing money this year
06/24/2014
Those assets were held by clients in dozens of countries, including in central and eastern Europe, and some countries in west Europe, Africa and in Latin America that HSBC has deemed as not strategically important.
06/23/2014
Both regulations and the structure of capital markets foster a culture of ‘passing the buck’
06/23/2014
Revenue growth continued the trends witnessed during 2013
06/23/2014
Chief executive Richard Killingbeck said WH Ireland has had an encouraging start to the current financial year
06/23/2014
One of the key messages it contains is that overall costs fell by almost £1 million or 7.5% compared to 2012.
06/23/2014
The Evolving Investment Management Regulation report points out regulatory uncertainty over the last few years has settled down.
06/20/2014
Million-pound home loan service launched by Mayfair-based lender
Alternative lender HNW Lending has launched a service to help advisers with wealthy clients get loans on their homes worth £1m or more
06/20/2014
If he really can’t bring himself to sell UK wealth, Jenkins should, at the very least, sell the Americas, where his brokerage business looks distinctly sub-scale and the Barclays brand, more than a little careworn.
06/20/2014
The winners of the awards will be announced at an awards gala dinner and ceremony on October 22 at the Lancaster London Hotel.
06/20/2014
Italian Businessman to Join Rothschild as deputy chairman
He is under investigation over corruption charges involving oil services group Saipem, left Eni after its shareholders approved a new board for the company.
06/19/2014
Nearly Two Million Individuals Join High Net Worth Ranks As Wealth Levels Reach Another Record High: World Wealth Report 2014
06/19/2014
In an interview with the Financieele Dagblad newspaper on Wednesday, ABN AMRO chairman Gerrit Zalm – himself a former Dutch finance minister — said the plan aimed to “retain talent”.