07/31/2015
AP Group, the parent company of AP Executive, celebrates its 25th year anniversary
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
Wealth and Asset Management
07/31/2015
Non-doms flock to wealth manager 'dating' service
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
SJP halts referrals to Quilter Cheviot ahead of deal
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.
07/30/2015
Malta Individual Investor Programme ranked as best citizenship-by-investment program
The Malta Individual Investor Programme has been ranked as the best citizenship-by-investment program in the world by the Henley & Partners Global Citizenship Program Index.
07/29/2015
St James's Place to buy regional wealth manager
The purchase, subject to regulatory approval, will add around £1 billion in assets under management to the company’s current total of £55.5 billion at the end of June.
07/29/2015
Malta needs clean reputation
Money laundering, tax evasion and financing of terrorism are risks that businesses that set up in Malta may be taking knowingly or unknowingly.
07/29/2015
St James's Place blames levy increase for first half profit drop
Total funds under management at June 2015 were up 6.7%
07/28/2015
Alexander Hoare's Summer Letter
Managing Partner Alexander Hoare publishes his Summer Letter to customers in which he discusses notable topics from the past few months and looks ahead.
07/28/2015
M&G lends Rathbones £20m to fund ‘medium-sized’ acquisition
The deal follows Rathbones purchase of Jupiter's wealth arm and part of Deutsche Bank's private client business last year.
07/28/2015
UBP says integration of Coutts International on schedule
Not including assets from Coutts, UBP posted assets under management of 93.1 billion francs at the end of June.
07/27/2015
VP Bank promotes Liechtenstein’s future as a finance hub
While many countries in Europe still contend with mounting debt and low investor confidence, Liechtenstein offers a sophisticated banking system and an unrivalled investment fund centre that is successfully encouraging long-term investments
07/27/2015
Billionaire Metro Bank founder reveals his finances
Like Commerce, the focus is on delivering customer service par excellence.Hill flies into the country once a month aboard his private jet
07/27/2015
PORTUS II - Life in the Trenches
I suppose it has some similarities to a programme like 'Big Brother'.
07/27/2015
AFH Financial buys two IFAs for £1.1m
IFA consolidator AFH Financial has bought Quest Financial Management and Phoenix Independent Financial Services for a combined £1.1m.
07/27/2015
BHF Kleinwort Benson to review €675m Fosun takeover offer
The move is the most aggressive so far in a push by Fosun to acquire assets across Europe’s financial services industry.
07/27/2015
Bellpenny adds £157m of funds in 30th acquisition
National wealth manager Bellpenny has acquired the client bases and associated £157m of funds under management of Bob Bradley and Nick Bird, the two shareholders and financial planners at Croydon-based Trustee Asset Management.
07/27/2015
The UK is a playground for super-rich foreigners, attracting more millionaires than any other country in the world
The UK is attracting more of the world's super-rich than any other country in the world, with more than 100,000 of the world's wealthiest moving to its shores over the last decade.
07/26/2015
Technology, music and wealth management by Penny Lovell
It is clearly evident that I need to embrace modern techniques, and hearing me comment on this, the young digital team here at Close saw a chance to open our team up to new debates about digital and technology.
07/24/2015
Robo-advisors set to disrupt UK wealth management industry
US-based online wealth managers, so called “robo-advisors”, have attracted investors’ attention, and their assets, in recent years.
07/24/2015
Close Brothers says full-year outlook remains unchanged
Close Brothers Group today issues its scheduled pre-close trading update ahead of its 2015 financial year end.