01/01/2017
The departure of so many famous faces in 2016, makes one realise that we all have an expiry date and that Inheritance Tax planning, with an up to date Will and Power of Attorney should be a high priority in the New Year
12/30/2016
We wouldn’t describe ourselves as consolidated in any way shape or form
12/30/2016
He said Old Mutual Wealth would also be looking at its proposition, with its protection offering already earmarked for an upgrade.
12/26/2016
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/26/2016
As 2016 ends, I am looking forward with confidence to the year ahead. In this newsletter, you can read about some of the activity undertaken this year.
12/23/2016
The merger will add value to Interconsult's existing clients through ZEDRA's global business offering and network.
12/23/2016
Why make an exception to the rule for such a tiny company?
12/23/2016
Italy has an impressive collection of family wealth for an economy that has barely grown in 10 years.
12/22/2016
MMI Global Limited was incorporated last week, with Lady Mone owning 49 per cent of the shares, and Mr Barrowman’s Isle of Man firm Knox Limited owning the other 51 per cent.
12/22/2016
He also has his 2017 tip of the year, advice for income seekers and FTSE 100 prediction.
12/22/2016
The acquisition will increase ZEDRA’s size to nearly 380 staff worldwide.
12/22/2016
This is in contrast to what other multi-asset managers in Asia are doing, which is adding headcount on the client-facing side of the business but doing the investment management from their offices in London or New York.
12/22/2016
Sandaire as a business has evolved from initially being created purely to respond to the demands of my own family
12/22/2016
Guernsey Finance Chief Executive Dominic Wheatley said the UK’s vote to leave the European Union had posed many questions for the funds industry
12/22/2016
In a report on the industry, EY highlights eight key areas of focus next year.
12/21/2016
All Chartered Financial Planners are required to demonstrate their commitment to the CII’s Code of Ethics
12/21/2016
We are pleased to have reached an agreement with Vistra. For Jordans to become part of Vistra, with its wide global footprint,
12/21/2016
The investment objective of BB Healthcare Trust plc is to provide shareholders with capital growth and income over the long-term, through investment in listed or quoted global healthcare companies.
12/21/2016
The awards awarded by banking professionals, recognizing the vendors that are best positioned to help Qumram meet mission critical business challenges
12/21/2016
Former managing director of deVere UK Mike Coady has become chief commercial officer ‘with immediate effect’ at rival firm Guardian Wealth Management.