12/11/2018
Wealth Management firm plans for growth
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.
Wealth and Asset Management
12/11/2018
The 2019 investment horizon – the big trends coming down the track
Ideas from the CIO at Canaccord Genuity Wealth Management
12/11/2018
Buxton reveals plans to grow Merian
Mr Buxton and his colleagues own Merian in partnership with private equity house TA Associates, so the company is not listed.
12/11/2018
LOIM launches UCITs version of TerreNeuve strategy
The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.
12/11/2018
Syz Group launches private markets investment unit
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
12/11/2018
Lombard Odier offers sustainable market neutral fund
Fund manager Arnaud Langlois joined Swiss fund house in February
12/10/2018
point launches FX solution for wealth managers
.point is chaired by a popular figure in the world of wealth management - one John Elder.
12/10/2018
UBP Investment Outlook 2019
Several factors are expected to cause all regions to lose momentum, as well as becoming increasingly desynchronised.
12/10/2018
Ascot Lloyd buys rival adviser firm
Ascot Lloyd will take control of three new offices in the region: Wolverhampton, Nuneaton and Bromsgrove.
12/10/2018
Ravenscroft expands into Monaco
This is incredibly exciting news for Ravenscroft
12/07/2018
Equiom scoops two nominations in top industry awards
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
Geneva WM to partner with French advisory
The partnership will also allow the AppleTree to benefit from the French firm's IT infrastructure.
12/07/2018
Guinness announced as title sponsor of Rugby's Greatest Championship
The iconic global brand GUINNESS is to become the new title sponsor of the Six Nations, with the Championship to be known as the GUINNESS SIX NATIONS from 2019.
12/07/2018
Financial Planner fights to make military veterans IFAs
They also have experience that we sometimes struggle to find elsewhere.
12/07/2018
Charles Stanley takes on clients of collapsed wealth manager
Clients were given three months to consider the offer or transfer their assets elsewhere.
12/06/2018
Barclays to Keep Swiss Private Banking Growth Momentum in 2019
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
Wealth manager strengthens presence in Scotland
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
HSBC targets 2.7m account holders with robo launch
A spokesperson for the group said users would be charged a one-off fee of 0.5% of assets.
12/05/2018
Santander launches Private Wealth
New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint
12/05/2018
SJP training scheme gains CII accreditation
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.