10/09/2013
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.
10/09/2013
The Group continues to perform in line with management's expectations.
10/09/2013
The European funds industry garnered net inflows of €3.5bn during August, with Deutsche Asset and Wealth Management the best selling group over the month with sales of €1.2bn according to Lipper.
10/09/2013
It is still the “traditional” residential destinations, such as the south of France, Italy and the Caribbean that take the top spots of the most desirable places for the wealthy to buy a second home.
10/08/2013
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
‘I am full of enthusiasm about the business, and I just wished I was 20 years younger,’
10/08/2013
The poll also found that 75 per cent of advisers believed that in the short-term one or more frontier markets would be ‘upgraded’ to the category of emerging market.
10/08/2013
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise
10/08/2013
International finance powerhouse State Street has bumped up its comms efforts in the UK by hiring Capital MSL to focus on its asset management business State Street Global Advisors.
10/08/2013
One in four consumers are willing to pay for financial advice post-RDR
10/08/2013
The deal - Bellpenny's 11th - takes the company to £1bn funds under management.
10/07/2013
Why Barclays’ Decision To Revamp Wealth Management Operations Makes Sense
One thing that becomes clear from the chart above, which summarizes our analysis of Barclays, is that the banking group’s wealth management business isn’t really adding a lot of value to the overall business model in its current form.
10/07/2013
Well our big news is that, as of the beginning of October, we are now Directly Authorised
10/07/2013
Wealth Management Advice Should Be Improved, U.K. Regulator Says
The chairman of the U.K. markets regulator said there is room for improvement in the selection of client investments by wealth managers.
10/06/2013
The Changing Role of the Family Office
Family offices are struggling to cope with the growing demands for advice and expertise arising from increased regulation, a more litigious society and the risks of an unstable global economy.
10/06/2013
The discussion centred around four main themes including eurozone stability which is looking better, the interest rate outlook which we are expecting to stay low for a long time, trends in dividend yields and equity market valuations.
10/06/2013
Be prepared to dump all your old beliefs about money and rich people because wealth in the world is evolving fast.
10/06/2013
The new groups will be available for member firms to approach with issues.
10/06/2013
Under the scheme the client chooses a percentage of their annual gain to donate to charity and that will be matched by TAM which will give the same percentage of its management fees.
10/06/2013
Fidelity said the launch does not represent a full-scale move towards providing new funds for its direct customer base