05/01/2018
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.
04/30/2018
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
The judges were carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
04/30/2018
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/27/2018
The event, held at Gaba premises in Iklin, featured keynote speeches by Stéphane Mesnard
04/27/2018
This will both undercut the demand and boost the supply, majorly tipping the scales towards a downturn in prices.
04/27/2018
EFG intends to repurchase shares from the market to fund its employee incentive plans.
04/27/2018
Assets under management increased £2.5bn (14%) through a combination of business transfers (CIFL AuM portfolio in / CCD and Jersey booked balance out), and organic growth.
04/27/2018
StarCapital acquires Germany-based asset manager
The team comprises three investment specialists, all of whom will join StarCapital.
04/27/2018
New Wealth Management Report: Dare to be Different
The equity market correction and volatility spike in February 2018 may be an early indicator for the approaching end of the decade-long bull run in equity markets.
04/27/2018
Jersey is part of the free movement area in the British Isles, and is not part of the European Union.
04/27/2018
Some have said buyers are using the shares as a substitute for ultra low-yielding bonds
04/26/2018
Bank of the West Wealth Management Group opened its first office in New York and has plans to add 100 advisors across the country in the next three years.
04/26/2018
Litigation and conduct charges included a £1.4bn settlement with the US justice departement and £400mln for payment protection insurance claims
04/26/2018
“Kirk Kapital has decided to phase out the firm’s shipping activities,” Chief Executive Officer Kim Gulstad said in a statement. “We therefore need to find a good moment to sell the five product tankers.”
04/26/2018
While a deal has not yet been agreed, an FA spokesperson has told Sportsmail that a potential sale is in the pipeline: ‘We can confirm that The FA has received an offer to buy Wembley Stadium.’