08/03/2015
Trust Corporation International director shortlisted for Citywealth award
Andie has been recognised for her role as a mentor to the client-facing managers at Trust Corporation International
Wealth and Asset Management
08/03/2015
Aberdeen merges multi-manager funds and slashes charges
A spokesperson said: ‘We continually look at fees to identify anomalies. The Aberdeen World Emerging Markets Equity fund uses some quantitative techniques as part of its investment strategy and it was felt a 0.5% annual management charge was appropr
08/03/2015
Hawksmoor’s Crowley: Becoming a wealth manager is not the way to survive
One of the things I said was that part of our business would be to concentrate purely on investment.
07/31/2015
Schroders overtakes Aberdeen during turbulent time for markets
Firm now looks after £309.9bn, making it the biggest listed manager in the FTSE 100
07/31/2015
Practicality and romance: Hollywood and pre-nups by PennyLovell
Usually, the goings on in Hollywood are far removed from my own.
07/31/2015
AP Group, the parent company of AP Executive, celebrates its 25th year anniversary
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/31/2015
Non-doms flock to wealth manager 'dating' service
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
SJP halts referrals to Quilter Cheviot ahead of deal
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.
07/30/2015
Malta Individual Investor Programme ranked as best citizenship-by-investment program
The Malta Individual Investor Programme has been ranked as the best citizenship-by-investment program in the world by the Henley & Partners Global Citizenship Program Index.
07/29/2015
St James's Place to buy regional wealth manager
The purchase, subject to regulatory approval, will add around £1 billion in assets under management to the company’s current total of £55.5 billion at the end of June.
07/29/2015
Malta needs clean reputation
Money laundering, tax evasion and financing of terrorism are risks that businesses that set up in Malta may be taking knowingly or unknowingly.
07/29/2015
St James's Place blames levy increase for first half profit drop
Total funds under management at June 2015 were up 6.7%
07/28/2015
Alexander Hoare's Summer Letter
Managing Partner Alexander Hoare publishes his Summer Letter to customers in which he discusses notable topics from the past few months and looks ahead.
07/28/2015
M&G lends Rathbones £20m to fund ‘medium-sized’ acquisition
The deal follows Rathbones purchase of Jupiter's wealth arm and part of Deutsche Bank's private client business last year.
07/28/2015
UBP says integration of Coutts International on schedule
Not including assets from Coutts, UBP posted assets under management of 93.1 billion francs at the end of June.
07/27/2015
VP Bank promotes Liechtenstein’s future as a finance hub
While many countries in Europe still contend with mounting debt and low investor confidence, Liechtenstein offers a sophisticated banking system and an unrivalled investment fund centre that is successfully encouraging long-term investments
07/27/2015
Billionaire Metro Bank founder reveals his finances
Like Commerce, the focus is on delivering customer service par excellence.Hill flies into the country once a month aboard his private jet
07/27/2015
PORTUS II - Life in the Trenches
I suppose it has some similarities to a programme like 'Big Brother'.
07/27/2015
AFH Financial buys two IFAs for £1.1m
IFA consolidator AFH Financial has bought Quest Financial Management and Phoenix Independent Financial Services for a combined £1.1m.
07/27/2015
BHF Kleinwort Benson to review €675m Fosun takeover offer
The move is the most aggressive so far in a push by Fosun to acquire assets across Europe’s financial services industry.