03/12/2015
The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, headquartered in Jersey and STEP announce a major new service development for the STEP Trustee Managed Portfolio Indices.
03/12/2015
This move by Towry brings an end to the uncertainty
03/12/2015
Aberdeen Asset Management has reached the finals of the Better Society Awards which acknowledge excellence in environmental performance, sustainable investing, business ethics, transparency, support for non-profit organisations, and more.
03/11/2015
Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.
03/11/2015
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events
03/11/2015
The Wealth Management Association has criticised the Financial Conduct Authority's recent review on complaints handling, warning the 'one size fits all' approach ignores the costs to wealth managers
03/11/2015
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/10/2015
The UK fintech start-up will manage your wealth for a small, transparent fee
03/10/2015
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/10/2015
US Broker swoops on one of London's Stock Exchange 's oldest companies
One of London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.
03/10/2015
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/09/2015
The world’s ultra-rich are on the move
03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
Solutions must be found to the piling up of costs if clients are to be retained in a world of uncertain returns. Advisers have faced a number of challenges over recent years: reshaping their business models to a fee/trail model, reviewing their investmen
03/09/2015
Coutts Private Office has announced the appointment of Alison Bishop as a Senior Wealth Manager, Executive Director.
03/08/2015
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.