09/12/2018
JP Morgan to set up Luxembourg wealth management unit in Brexit move
The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow it to serve more fund management clients across the European Economic Area.
09/12/2018
Fund stars line up to back Facebook of wealth management
Robertson said: ‘We have built Octo Members with the financial services community, particularly advisers, at the forefront of our thinking.
09/12/2018
New fund offers ideal solution for trustees
This is more problematic, if your trust fund has £3 million to invest.
09/11/2018
Intrinsic Wealth also paid £900,000 relating to a long-term incentive plan for advisers
09/10/2018
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/09/2018
At Hampden & Co it is important for us that our clients know that we care about families as well as individuals.
09/09/2018
Coutts is the latest company to make a move in the automated, non-advised Sipp space.
09/07/2018
SSA-issued bonds offer one of the highest levels of “green purity” with a focus on climate change mitigation.
09/07/2018
The deal financial terms were not disclosed, was first announced in February this year.
09/07/2018
The Danish bank Jyske Bank Gibraltar is experiencing an increasing inflow of new clients residing in Asia.
09/06/2018
This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.
09/06/2018
The fund will use its proprietary system to invest in 25 to 50 stocks. Link Asset Services will operate as the authorised manager of the vehicle.
09/06/2018
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
" This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.”
09/05/2018
Sanlam portfolio managers Craig Veysey and Francois Kotze will join Man GLG running the strategic bond strategy
09/05/2018
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
While the two international divisions made up a very small part of European Wealth’s overall business