08/28/2014
Results published today show that Chartered Institute for Securities & Investment (CISI) exam candidates globally have achieved some excellent results in the June sitting of the CISI’s most senior examinations.
08/27/2014
Is excessive executive pay gradually becoming socially unacceptable?
08/27/2014
Partners has offloaded 25.1% of its stake in Premier Asset Management to Elcot Capital Management in a £10 million deal.
08/27/2014
The letter argues that the business case for breaking away from the UK is not strong enough and warns that “much is at stake” from voting yes to Scottish independence.
08/27/2014
The family business was founded and is managed by Joyce Oliver and offers services such as tax planning, wealth preservation and succession planning.
08/26/2014
A founding partner of Bath-based Epoch Wealth Management has joined an elite group of UK financial planners after becoming a fellow of two leading professional bodies.
08/26/2014
IFA consolidator Bellpenny is set to close its £27 million fund joint venture with Henderson Global Investors following a strategic decision to move to a discretionary model.
08/26/2014
Europe’s largest banks are finally putting hundreds of billions of dollars of unwanted assets up for sale amid mounting competition among buyers and regulatory pressure.
08/25/2014
RBS will start the process saying they are selling it as a whole
08/22/2014
The investment and wealth management company is opening an office in Thornaby, Stockton on Tees to complement its operation in Harrogate.
08/22/2014
Handelsbanken acquired Heartwood in May 2013.
08/21/2014
The two businesses are now integrated and Quilter Cheviot is currently in the throes of moving both onto the same platform
08/20/2014
The provision of family office solutions and services makes perfect sense for a jurisdiction such as Guernsey, explains Fiona Le Poidevin, Chief Executive of Guernsey Finance.
08/20/2014
While we recognise this is a sad day for York, we are continually reviewing how we conduct business to ensure our clients receive the best possible service.
08/20/2014
We are delighted to have Karl and his clients onboard.
08/20/2014
The company will be auctioned to private equity firms later this year and could be worth around $600 million, the sources said.
08/20/2014
Market gains have nonetheless helped boost assets under management from £6.2bn to £8bn, a 30% gain.
08/19/2014
Skandia International has launched a flexible offshore investment bond for the British expatriate market in Spain.
08/19/2014
Fund managers are entitled to be paid millions of pounds if they’re delivering high returns for investors, the U.K. markets regulator said, the first sign it won’t seek to impose wage caps on the industry.
08/18/2014
London’s global capital market has helped to make the UK a premier centre for asset management