12/15/2015
The PCI are a peer group comparison tool designed to provide an understanding of the performance generated by discretionary private client investment managers.
12/15/2015
Funds under management have risen by 20% to £1.2bn since the start of the financial year last November.
12/14/2015
I find it faintly foolish that the main index that is quoted to us every night is one that has only the vaguest connection with the country it is purported to reflect or represent.
12/14/2015
Grow organically and through acquisition
12/14/2015
The analysts said they expected Old Mutual Wealth to be separately listed but this would not happen for three years.
12/14/2015
Can Social Wealth Work? by Sebastian Dovey
Last week, trademark application miners discovered the latest digital strategy of one of the most renowned private banks in the world.
12/13/2015
Yesterday, all my troubles seemed so far away The Beatles, 1965
12/11/2015
The service is to be led by James Brooks and Peter Simes who have experience in the private banking, discretionary fund management, family office and private wealth areas.
12/10/2015
The firm will be providing specialist accounting, reporting and administration services from its central London offices in Charles II Street, St. James's.
12/10/2015
BSI has been put on the block after its billionaire founder André Esteves was arrested
12/10/2015
One prong of this growth drive will be the formal introduction of services for divorcees and entrepreneurs selling their businesses.
12/10/2015
As a result of the advent of alternative UCITS vehicles in particular, the traditional investment fund and hedge fund universes are now combining
12/09/2015
It is proposed that the net proceeds of the fundraising will be applied to the purchase of further IFAs and the working capital requirements of the enlarged organisation.
12/09/2015
Much effort is expended by marketing companies to deduce the needs and desires of each generation. In doing so their advertising methods and content can be channelled and targeted accordingly.
12/09/2015
Locate.im promotes our quality of life A new website which aims to promote the benefits of living and working in the Isle of Man has been launched.
12/09/2015
Just 136 applications made for investor visas in first nine months of the year, with most significant drop among Russian and Chinese people
12/09/2015
From that date all Sanlam businesses in the UK will, for the first time, fall under the responsibility and management remit of a single corporate entity, forming a UK group with combined assets under management and influence of nearly £9 billion.
12/09/2015
However, some firms need to make substantial improvements in client information practices as well as ensuring the portfolios they manage truly reflect the needs and risk appetite of their customers. The FCA will be following up on these issues with these
12/09/2015
Impact of digital technology and price pressures
12/08/2015
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.