02/12/2016
Wealth specialists acquires IFA's services division
: “Through this vertical integration, we have the ability to expand the proposition we offer to both corporate and private clients.
02/12/2016
Allfunds has more than £145 billion in assets under administration.
02/12/2016
Wealthy people can now access the full English country house experience with no strings attached
02/11/2016
The Together campaign launched last September following an 18-month long rebrand of UBS to reflect a shift in strategy to focus on wealth management.
02/11/2016
There is a chance the board will not reach a verdict and postpone the decision.
02/11/2016
The existing cooperation agreement covering the period through to June 2017 will continue to apply until it expires.
02/11/2016
The Novia Global platform is supported by first class technology, provided by Australian software business GBST.
02/11/2016
Independent research agency Defaqto awards maximum 5 Star Rating for Bordier (UK)’s trio of discretionary propositions
02/11/2016
“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu
02/10/2016
Higher rate UK pension tax relief looks increasingly threatened as speculation mounts that George Osborne will introduce a 25% flat rate of tax relief on pension contributions in the Budget. As well as saving the Treasury money, the reform would redistrib
02/10/2016
This could have implications for the careers of everyone in the industry.
02/10/2016
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
Wealth manager buys insurance broker
Chesham has over 40 years worth of experience in the commercial and personal insurance sectors, serving clients throughout the UK.
02/10/2016
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
Robo is a reinvention of the industry
02/10/2016
Survey results are based primarily on a peer ranking methodology.
02/10/2016
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Leading fiduciary and fund administration firm makes another acquisition
Offering support services to companies moving abroad is a core business and of growing importance.
02/09/2016
The masterclass was hosted by Guernsey Finance in conjunction with the Guernsey Investment Fund Association (GIFA).
02/09/2016
The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio