01/15/2015
Old Mutual Wealth has launched a new adviser-led self-service option for its investment platform that will allow clients to top-up their Isa and collective investment accounts online.
01/14/2015
Hampden & Co, the first private bank to come through the new route to get a banking licence, plans to open the door to new clients before the end of March after securing the final pieces of its payments systems.
01/14/2015
Towry has formed a partnership with Professional Player magazine in a move to offer financial planning and investment management to footballers.
01/14/2015
Beacon Wealth Management Ltd, crowned the East of England Financial Adviser Company of the Year 2015,announced on the 8th January, in London.
01/13/2015
Independent corporate, fund and private client services provider JTC Group has marked its 27 year of growth with the launch of a refreshed global brand, unveiled to staff, clients and intermediary partners.
01/13/2015
Our long track-record as a global custodian and administrator means we are ideally positioned to help Multrees to meet its strategic goals
01/12/2015
Customers have become more sceptical about the service provided by active fund managers since the financial crisis, as investment performance has often failed to live up to what was promised, but fees have remained high and hidden in commissions.
01/12/2015
UBS Group AG, Switzerland's biggest bank, has lost two more blue-chip corporate broking clients
01/12/2015
A hacker claiming to be behind a cyber attack on Banque Cantonale de Geneve divulged confidential client information after the Swiss bank failed to meet demands for payment.
01/12/2015
Bankers on both sides of the Atlantic are fighting over a diminished bonus pool this year, according to executives.
01/12/2015
Beaches, babes and boundless riches are yours for the taking
or maybe they turn out to be nightmares.
01/12/2015
The Stonehage-Fleming merger will create the biggest independent multi-family office in Europe, with more than £27 billion in assets and combined revenues of $160 million.
01/12/2015
Bloomsbury Wealth won the New Model Adviser® award for Greater London for the second year in a row.
01/12/2015
A subsidiary of BNY Mellon, Pershing offers valuation reports that will now include a personalised colour-coded booklet presenting information on portfolio breakdown, top contributors and transaction history.
01/09/2015
Some financial advisers have clients with more than £250,000 to invest
01/09/2015
Lloyds’ Sarah Deaves has built a strong reputation for leading financial institutions through periods of major change, a skillset well suited to the current climate.
01/08/2015
Coutts International has plenty of attractive assets to offer its many possible new owners. Julius Baer looks the best fit.
01/08/2015
The asset manager was particularly active in 2014 undertaking a raft of fund launches, including US Small and Mid Cap equity and Japan Dividend Growth.
01/08/2015
Credit Suisse said its offices in Milan were searched by Italian tax police last month, following media reports of an investigation into whether a Bermuda subsidiary of the bank helped wealthy Italians hide undeclared funds.
01/08/2015
It sits alongside SLW’s existing Target Return MPS, which aims to deliver specific returns above Libor with lower volatility than equities through complex investment techniques.