02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
The runners and riders that could be tempted to buy the investment firm.
02/13/2015
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/13/2015
Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.
02/12/2015
The business in Jersey was also recognised as the best among its peers in four further categories
02/12/2015
The increase is the second consecutive quarterly rise and figures from the Guernsey Financial Services Commission (GFSC) show that the total value of Guernsey bank deposits reached £83.7 billion at the end of December 2014.
02/12/2015
For many years I was a mainstream investment manager; believing in the omniscient wisdom of central bankers. Once the scales had fallen from my eyes after yet more manipulation I realised that I had to do something about the charade.
02/12/2015
Ex-Barclays Wealth chief plans comeback
He is now looking to re-enter wealth management and is exploring a number of projects
02/11/2015
Island's History of Robust Regulation, Rule of Law, Global Tax Treaties and Lack of Bank Secrecy Laws Ought to be Recognised by UK Labour Party
02/11/2015
A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome
02/11/2015
Wealth managers splash cash on Plymouth diving comp
WEALTH management specialist Brewin Dolphin is making a splash again this year by sponsoring one of Plymouth's main diving events.
02/10/2015
Pershing’s Nexus Loans product allows private clients to leverage assets within their investment portfolio through a non-purpose collateralised loan.
02/10/2015
Wealth firm makes seventh acquisition in eight months
The firm’s founder Keith Plester and managing director Jon Rowe will retire on completion of the deal
02/10/2015
Cheltenham-based wealth management company makes acquisition
Wealth management IFA with 190 active clients
02/09/2015
Bill Whitaker investigates the biggest leak in Swiss banking history and examines HSBC’s business dealings with a collection of international outlaws
02/09/2015
The announcement comes in the wake of its 2015 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market” yet.
02/09/2015
Standard Chartered Plc will shift its retail banking focus to affluent clients from ordinary customers and urge them to bank online as part of a broader restructuring led by embattled CEO Peter Sands
02/09/2015
Growing concern over co-investor risk is leading some buyers to turn away from pooled vehicles entirely in a bid to reclaim control of their investments.
02/09/2015
Axa Wealth has a full suite of retirement products ahead of April to help advisers and their clients with income options