06/21/2017
WH Ireland reports strong momentum in H1
The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.
06/21/2017
The Private Wealth Management division had continued to develop its client proposition around advice and fee related business.
06/21/2017
The UCITS-compliant Fund is launching with over 100m EUR of client assets and is available to both institutional and retail investors.
06/21/2017
The ability to assess cases on an individual basis and deliver bespoke solutions quickly and accurately has proved incredibly successful in the HNW market.
06/21/2017
Countryfile Live will take place across four days from 3 – 6 August
06/21/2017
This follows the shareholder approval given to the proposed merger of Standard Life plc and Aberdeen Asset Management PLC at General Meetings of each company on Monday 19th June 2017.
06/20/2017
Phoenix was also shortlisted for 'Best Marketing or PR Campaign' in the recent WealthBriefing European Awards.
06/20/2017
‘The launch of Santander Private is a significant step for our wealth management business,’ said Platts.
06/20/2017
Ex-Barclay’s banker helped expand the lender’s wealth management division
06/20/2017
Is the economy slowing?
06/20/2017
As an EU member state, The Netherlands offer an onshore jurisdiction with a highly developed financial sector and a reputation for being well regulated.
06/19/2017
A lot of wealthy families also have latent needs.
06/19/2017
Estera was presented with ‘Best Marketing and Business Development Team’, ‘Best Rebranding Campaign’ and ‘Brand of the Year’ accolades at the Citywealth Brand Management and Reputation Awards in London.
06/19/2017
The group previously oversaw more than $8 billion in institutional assets and $400 million in private assets.
06/19/2017
Money gifted to families is expected to have a big impact on the economy as wealth 'floods into the market'
06/19/2017
The funds are reviewed on a monthly basis with the aim of outperforming the market.
06/18/2017
Senior industry executives see such work as critical for the industry to remain innovative.
06/18/2017
Included in Queen's Birthday Honours list
06/16/2017
The acquisition would further enhance Indosuez Wealth Management's footprint and position in Asia
06/15/2017
When choosing someone to look after your money, ask about asset allocation
06/15/2017
"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."