04/26/2016
St. James’s Place acquires Technical Connection
Technical Connection is the financial services sector’s recognised leader in delivering technical support, insight, proposition development, business generation and the provision of continuing professional development (CPD) to financial advisers and
04/26/2016
Van Lanschot enters the next phase of its wealth management strategy: building on a strong foundation, adapting to a changing world, taking advantage of opportunities this offers and creating value for clients
04/26/2016
Wealth management company moves offices
A Wealth management company with more than 3,500 clients in the UK has moved into a new office following a refurbishment.
04/26/2016
The range will be exclusive to SJP clients.
04/26/2016
UBS has launched a contract-based, flat-fee offering for wealth management clients with invested assets of USD250,000 and above in Taiwan.
04/26/2016
Today European Wealth has announced Gentry will resign from the board of directors and all his other directorships within the group with effect from 30 April 2016.
04/25/2016
Can millennials find fulfilment at family-run firms? by Penny Lovell
This particular intern is a millennial, a generation that some have suggested is entitled, self-centred and adverse to hard-work.
04/25/2016
Reforming the Stock Exchange by Justin Urquhart Stewart
What is the primary purpose of a stock exchange?
04/25/2016
Wealth manager profile: Canaccord Genuity's Nigel Cuming
Ongoing market volatility and macro uncertainty are two drivers behind Nigel Cuming’s asset allocation at Canaccord Genuity Wealth Management. Here he explains his view through the filters of value and opportunity
04/25/2016
Asset managers discount fees for big investors by a third
The biggest discounts were offered to institutions that backed new products. Asset managers are tempting investors to new products by marking fees down 37 per cent in Europe or 22 per cent in the US.
04/25/2016
What can investors learn from Leicester City’s chase for the Premier League title? by Stuart Podmore, Schroders
Leicester City has surprised everyone by challenging for the English Premier League title, but what does the club's fortunes reveal about behavioural psychology and how does that relate to investing?
04/25/2016
Celebrating Long-Term Success
Canaccord Genuity Wealth Management reveals the secrets of how they did it
04/25/2016
LJ Partnership takes a significant minority stake in Pradera
Two senior directors from LJ Partnership will be appointed to the Pradera board, supplementing the current management team.
04/22/2016
Hedge fund manager goes from billionaire to millionaire in profits plunge
Vote Leave backer Crispin Odey sees personal fortune plummet by £200m, after predicting a massive global downturn in early 2015
04/22/2016
Coutts & Co to close Cheltenham branch
Coutts declined to comment
04/22/2016
To lead the endeavor, the firm partnered with Mark Wesson, a 28 year veteran in the financial services industry with experience in managing the regional wealth groups at SouthTrust,
04/22/2016
Prices for prime real estate have been stagnant since 2008 but move to open up the country has led to increase in buyer interest
04/21/2016
Irwin Mitchell to consolidate private wealth brands
Irwin Mitchell Private Wealth will offer private clients a range of services including succession planning, reputation protection, family and divorce, probate and estate administration, and town and country property.
04/21/2016
Royal Bank of Canada celebrates the best of film with new partnership
The festival, which runs from 5-16 October 2016, is Britain's leading film event and one of the world's best film festivals.
04/21/2016
Asia's banks see rich pickings in private wealth assets
This is just the latest in a slate of deals involving private wealth assets, where private banks in Asia are changing hands as often as their bankers change fancy cars.