06/21/2016
MitonOptimal acquires Coram AM
The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.
06/21/2016
The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.
06/21/2016
KMH founder partners, Nicolas Medan and Guillaume Hublot, said: “KMH has expanded considerably over the last few years primarily through three acquisitions and the creation of a Swiss entity based in Geneva.
06/20/2016
He was responsible for the management of traditional and alternative multi-asset funds, with assets at their peak in excess of £1.5bn.
06/20/2016
It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.
06/20/2016
My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.
06/20/2016
In Jersey, anyone but essential workers needs £625,000 salary to move in
06/20/2016
The partnership has helped to provide resources for solicitors looking after the financial affairs of clients and trustees through the Society’s website, seminars and the Journal Magazine.
06/20/2016
In the UK, just 9 per cent of active fund managers are female, according to the IA.
06/17/2016
Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.
06/17/2016
Global banks including Morgan Stanley and Citi have indicated they would move jobs away from London in the event of a Brexit.
06/17/2016
We are proud to collaborate with Pascal and his team of investment professionals in service to our clients," Mr. Blanc concluded.
06/17/2016
“Wealth has been defined as a core business and in that context, Asia is a key market to us,” said Raju.
06/16/2016
The environment in which a fund manager works is another important consideration.
06/16/2016
Adrian Collins becomes non-exec chairman
06/16/2016
The news was accompanied with full-year numbers, which revealed losses had narrowed from £6.1 million in the previous year to £0.3 million in the 12 months to the end of March.
06/16/2016
It is also committed to moving to a new Canary Wharf mega-office in 2019.
06/16/2016
The model allows wealth managers to link clients’ household accounts, so that the tiers are based on the total relationship balance.
06/16/2016
With the 2008-09 financial crisis fresh in mind, they focus on low-risk products which do not offer high margins to banks.
06/16/2016
Here, Peter Flavel, Chief Executive of Coutts, gives some insight on Coutts offering and how the judges set us apart from our peers.
06/15/2016
The business is based in Newton Abbot and acquired Castellan Financial Management back in 2006.