11/15/2018
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/15/2018
Move comes despite limited number of suitable actively-managed fund choices
11/14/2018
After a positive reception from local investors we are very pleased to be expanding our team in the country.
11/14/2018
Raymond James pushing to increase the number of females in wealth management
11/14/2018
Third quarter up 11% to €296 million
11/14/2018
Tavistock plans fundraising
11/13/2018
The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.
11/13/2018
Operation will help French bank develop wealth management business in France and Luxembourg
11/13/2018
Five years after being bought by Sanlam
11/13/2018
Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays
11/09/2018
Italians put their assets into Swiss accounts as their government rejects negative economic forecasts
11/09/2018
West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.
11/08/2018
Guy Hands led the line-up of winners at the 12th annual Spear’s Wealth Management Awards at the Dorchester on Tuesday, in a night that celebrated the best in the UK’s private client world. Emelia Hamilton-Russell reports
11/08/2018
Intelligent Loans has created a new department within its specialist finance division to concentrate on high-net-worth enquiries.
11/08/2018
The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.
11/08/2018
Previously, only the family office of the Liechtenstein Princely Family had earned the title.
11/08/2018
In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.
11/07/2018
The number of Swiss private banks has fallen sharply over the last decade as lenders to the world’s wealthiest people contend with tougher regulations and a changed environment following a global clampdown on tax evasion.
11/07/2018
One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.
11/06/2018
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.