11/06/2014
Investment office of the Scottish family merging with London-based rival
Investment office of the Scottish family merging with London-based rival
11/05/2014
Belgian Bank Awarded Double Honours
Subsequently the services and levels of attention to clients are exceptionally high, leading to its reputation as one of the most proactive private banks in Belgium
11/05/2014
Surrey-based On-line Partnership Group Ltd has rebranded as In Partnership, in what the adviser network’s owner has said will be the first in a number of developments.
11/05/2014
Billy Mackay, marketing director at AJ Bell, said the decision to rebrand Sippcentre, which had been trading since 2002, was made because many advisers and customers thought the firm only offered self-invested personal pensions.
11/05/2014
Has the wealth management market ever been more competitive? We aks three readers on the secrets to building a lasting business.
11/04/2014
Blevins Franks has been advising UK nationals on cross-border tax and wealth management for almost 40 years and is based locally in France, Spain, Portugal, Cyprus and Malta, as well as the UK.
11/03/2014
Deutsche Skatbank, a division of VR-Bank Altenburger Land, is introducing negative interest rates.
11/03/2014
The Greek government is looking to make changes to its golden visa programme, allowing investors to obtain full Greek citizenship after seven years.
11/03/2014
Two of the banks that advised French advertising giant Publicis on its failed merger with US peer Omnicom have got a second bite at the cherry, advising the French company on its latest multibillion dollar acquisition.
11/02/2014
Understanding what’s poised to become the world’s largest economy is crucial for Slyngstad as he manages a fund that Norway predicts will reach $1 trillion in less than three years.
10/31/2014
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews.”
10/29/2014
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
Family offices are increasingly looking beyond traditional trust structures towards more bespoke structures for planning offshore to suit younger and more mobile entrepreneurial families who don’t want to give up control.
10/29/2014
The theme of the conference this year is “Your Family Office: Strategies, Structures & Sustainability”.
10/29/2014
Independent corporate and fund services provider Crestbridge has recorded an impressive increase in the value of funds it administers a year after it underwent a rebrand in June 2013.
10/28/2014
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
The motivations behind investors’ attitudes to wealth.
10/28/2014
Where regulation is taking the DFM industry.
10/27/2014
Launch marks important step in BIL 's international expansion