08/23/2012
Nationalised Dutch bank ABN AMRO on Friday said second-quarter profit fell as loan impairment charges doubled, and warned of further hits this year because of the fragile state of the Dutch economy.
08/23/2012
Bank report to MPs reveals wealthiest boosted by QE and low base rate, but insists policy spared UK from even deeper slump
08/23/2012
Baring's gold hoard larger than that of several countries
08/22/2012
There can be no doubt that the Retail Distribution Review (RDR) should be seen as a terrific enhancement to the provision of financial advice.
08/22/2012
The Private Client Group continues to perform reasonably well.
08/22/2012
This appointment follows Michael Lagopoulos’ decision to retire from RBC after 26 years’ service, on 31 October 2012.
08/21/2012
Bromsgrove-based Redbourne Wealth Management has found a charitable solution to the issue of transferring clients after switching networks.
08/21/2012
Succession Group has undertaken a management reshuffle following the £12.5m acquisition of its first five IFA firms.
08/20/2012
There used to be this moat that created a great business model for Swiss banks -- it’s gone,” said Friedman, who was hired into the newly-created CIO position by former UBS Chief Executive Officer Oswald Gruebel in March 2011.
08/20/2012
Bespoke DFM firms are winning business from private banks as high-net-worth clients feel they are being squeezed out in favour of wealthier clients.
08/20/2012
Leeds-based law firm launches new wealth management business
A new wealth management business has been spun out
08/20/2012
They also opted for a high degree of diversification in their portfolio, in which they mostly included short-term products.
08/19/2012
One of the trivial lessons from the boom is that the so-called rich lists rarely come close to the truth.
08/19/2012
According to the report, the fund may look to favor shares of smaller companies over those of larger ones, and undervalued stocks over high-growth stocks.
08/19/2012
Its survey of 2,028 people from households with incomes of more than £50,000 found that while 81% would seek financial advice, only one in eight would pay for an ongoing service.
08/19/2012
Their experience with ultra high net worth individuals will be extremely valuable in meeting increasing demand for Rothschild’s services from this client segment in particular
08/16/2012
National IFA opens Chester office
These advisers were recruited from Barclays Financial Planning in 2011.
08/16/2012
Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.
08/16/2012
The national wealth manager has historically been opportunistic in expanding its regional presence, such as when it opened its Liverpool office in August 2010 on the back of acquiring a local employee benefits firm.
08/15/2012
“This move has no impact on Chartwell’s advised clients who will continue to be served out of our Bristol office.”