01/18/2018
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/18/2018
Judging the awards is a two-step process involving a qualitative and a quantitative stage.
01/17/2018
The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire
01/16/2018
Over the past year, the company has also reported that its average client account size has increased from around £200,000 to over £300,000.
01/15/2018
It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.
01/15/2018
LGT Vestra's private ownership structure enables a long-term approach to managing the business and client portfolios thus avoiding short term market pressures.
01/15/2018
International IFA trade body FEIFA has announced a new partnership, with OneLife, a Luxembourg-based life assurance company that has specialised in providing insurance-based wealth planning solutions
01/15/2018
Succession Group has bought four more financial advice firms from across the UK.
01/15/2018
Offshore firm bolsters Luxembourg and Mauritius offering
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius
01/15/2018
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius
01/12/2018
“We see changes in global trade, technological innovation and government policies as three key areas that, when combined, have the potential to fuel significant change ”
01/12/2018
Fierce competition among Switzerland banks for the world's wealthiest clients leads to leadership shake-ups.
01/12/2018
Fully owned by the leading Italian investment bank Mediobanca, Monaco’s CMB is among the world’s true private-banking luminaries.
01/12/2018
We are grateful for the support and assistance provided by Clydesdale Bank
01/11/2018
The AUM in the group’s unit trust business hit a record £5.3 billion.
01/11/2018
The new regional hub has been created through the merger of two existing branches.
01/10/2018
Kairos represents Julius Baer’s exclusive gateway to the attractive Italian domestic wealth management market.
01/10/2018
'We have expanded further our investment teams with the recruitment of David Roberts, Phil Milburn and Donald Phillips.
01/10/2018
Exploration is focusing on the so-called Twilight Zone – sea beds situated between 50 and 150 metres below the surface level
01/10/2018
The combined specialisms will be invaluable to our clientele and together