04/07/2016
HSBC to roll out simplified advice to investors with £15k
The move comes as banks prepare to return to the advice market after scrapping services following a series of hefty fines issued several years ago.
Wealth and Asset Management
04/07/2016
Schroders under scrutiny over link with CPP founder
Schroders, which owns a 10 per cent stake in CPP, wrote to its board last month requesting the removal of four directors
04/07/2016
Deutsche Bank suspends five wealth management executives
No clients suffered damage due to their actions, the source said.
04/06/2016
Beware the overseas bandits of wealth management
This transparency forces them to be clear about their services and justify the value they provide.
04/06/2016
JM Finn head of research Geordie Kidston dies
Prior to joining JM Finn he worked at Mercury Asset Management before founding Ruffer Investment Management.
04/05/2016
Schroders takes stake in Dutch SME loan company
Launched in 2012, NEOS Business Finance provides institutional investors access to an alternative debt financing platform for Dutch small and medium-sized enterprises.
04/05/2016
Wealth management firm merges with law firm for one-stop shop
It has been merged with Progeny Private Law and Mark Burns Legal Services, now known as Progeny Corporate Law.
04/05/2016
Queen’s bank and HSBC set up offshore companies
There is nothing unlawful about using offshore companies.
04/05/2016
St. James's Place Academy sponsors prizes for academic excellence in Accounting at the LSE
The 6,000-word essays account for 50% of the mark of one of the compulsory courses on the MSc programme.
04/05/2016
St. James’s Place - “The majority of companies have seen their profits improving and their balance sheets are in really great shape”
Figures released last week for UK GDP showed stronger than expected growth in the last three months of 2015. “The majority of companies we see have seen their profits improving and their balance sheets are in really great shape,” said Richard
04/05/2016
UBS Wealth eyes alternatives top spot
UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.
04/05/2016
A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year
Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.
04/05/2016
Standard Life’s buying spree hits London
Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.
04/04/2016
Charles Stanley completes sale of non-core asset
Last year it sold its corporate broking arm, Charles Stanley Securities, to Panmure Gordon.
04/04/2016
Julius Baer competes deal to raise stake in Italy's Kairos
The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.
04/04/2016
Panama Papers: Mossack Fonseca leak reveals elite's tax havens
A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.
04/04/2016
Leading UK wealth management firms merge
Combination will create one of the leading UK wealth management firms offering both financial planning and investment management
04/04/2016
Sovereign Wealth Funds and Central Banks Emerge as Large Scale Collateral Providers
More Than One Third in Advanced Talks or Already Implementing Collateral Trades
04/04/2016
Maltese European Union Citizenship & Residence Programmes Now Available to HNW's in the GCC
If you are interested in interview oppurtunites with WDM International or the CEO of AllDetails ME and any additional information, please feel free to contact us.
04/04/2016
Hants Relocation For Wealth Management Firm
The company signed a ten-year lease on the 5,867 sq ft first floor of three-storey Solent House at 1460 Parkway, Whiteley.