06/29/2015
Raymond James pair target charities with boutique launch
Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.
06/29/2015
Raymond James’ branch principal Wayne Hayhurst and investment manager Paul Gavaghan are targeting advisers and charities through a new venture, two10 Asset Management.
06/29/2015
A schedule for the IPO is expected to be unveiled in the near future
06/29/2015
Pain is a rarely used word in the lexicon of wealth management
06/29/2015
UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.
06/29/2015
Jeremy Bedford, partner at Fulcrum Asset Management, discusses the growing trend of wealth managers protecting against a repeat of the market volatility that hurt their clients in the financial crisis.
06/28/2015
The growth in asset management has created the risk of a liquidity illusion, says David Oakley
06/26/2015
Robert Hare, managing director of pensions – wealth and stockbrokers, at Lloyds Bank Commercial Banking, says the recent wave of wealth management M&A is only the start of the sector's turnaround.
06/26/2015
This week, Malta has been reconfirmed as leader in the delivery and performance of eGovernment services amongst 33 countries (28 European Union Member States together with Iceland, Norway, Serbia, Switzerland and Turkey).
06/25/2015
Standard Chartered’s new chief executive is planning a structural overhaul
06/25/2015
Wealth management firm has launched 11 risk-rated model portfolios as an offshoot of its discretionary management service
06/25/2015
It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.
06/25/2015
Intertrust Group has completed the acquisition of CorpNordic, the leading corporate services provider in Sweden, Denmark, Norway and Finland.
06/25/2015
Wealth managers including Hargreaves Lansdown Plc have the most profit to gain among U.K. financial-services companies should interest rates rise, according to investment bank Liberum Capital Ltd.
06/25/2015
The son of the founder hopes the deal will bolster business in Asia
06/25/2015
The contract changes, which affect all staff with revenue-based variable remuneration, will be phased in over three years from next January.
06/25/2015
New private bank Hampden & Co has attracted the attention of 400 prospective clients just days after opening its doors
06/25/2015
Chartered financial planner Samantha Secomb, director of Kent-based Women’s Wealth, has outsourced on an occasional basis since her firm’s inception in May 2010 but has more recently adopted it as a core proposition.
06/25/2015
The recovery in Spain gives investors confidence
06/24/2015
Towry has outlined plans to expand its investment proposition following its acquisition of financial planning and discretionary firm Ashcourt Rowan.
06/23/2015
It is the year of anniversaries in the Berenberg world. In 2015, not only is Germany’s oldest private bank celebrating its 425th birthday, the Berenberg Polo Derby is also being staged from the 15th time.