09/30/2015
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/29/2015
After all, their raison d’être is to make financial services more efficient by increasing its reliance on technology and reducing its reliance on humans.
09/29/2015
Ireland’s largest wealth manager aims to be largest in Northern Ireland
This has grown in the last two and a half years to £760m in assets, 30 staff and more than 2,000 clients.
09/29/2015
Funds under management and advice within its investment management division rose by 8.7% to £16.3 billion over the 12 months to the end of April and profit jumped by 9.4% to £31.5 million.
09/29/2015
The BlueTrend investment team has over a decade’s experience in running a trend following strategy
09/28/2015
Finance is dull.
09/28/2015
Well that was another summer of volatility fading into the mist and during the dog days of August it was China that filled the headlines and columns of the increasingly slim looking newspapers.
09/28/2015
Cryan has a wealth management background and loves the stability of that business
09/28/2015
Aberdeen’s license is unique as it will enable the company to manage assets directly on behalf of Chinese investors.
09/28/2015
With weekly pay packets of hundreds of thousands of pounds, top footballers and other high-earning professional sportspeople have always been subject to the lure of lavish spending.
09/28/2015
The fund arm of HSBC Britain’s biggest bank, has agreed to measure and disclose the carbon footprint of its funds on an annual basis after signing up to the Montreal Carbon Pledge.
09/28/2015
UK wealth management firm joins forces with BlackRock
We are delighted to announce our collaboration with BlackRock, which will provide Tavistock’s clients with a world-class investment proposition.
09/25/2015
Winters, 53, last month cut the bank’s dividend in half to save $1 billion and help reverse a two-year slump in earnings
09/25/2015
SJP has sought to actively recruit experienced wealth managers to launch partner practices under the SJP umbrella.
09/24/2015
Very Wealthy Gravitating towards EAM Model
Savvier clients are taking a renewed interest in wealth management practices and what products and services are available to them, leading to an evolution in the industry.
09/24/2015
The firm has filed for an FCA licence and is looking to build up teams in both its London and Manchester offices.
09/24/2015
Fund and private client services company acquires firm in Luxembourg
Their senior management team is additionally strengthened by Raphael Poncelet (left) who is a partner in the firm.