12/09/2012
On Tuesday the government will publish its draft finance bill, which will include details of the annual charge on corporate vehicles – both UK and overseas – used to buy expensive homes. The annual charge proposal was laid out in March’
12/09/2012
The findings show the scale of the challenge facing the country.
12/09/2012
"Private banks are encountering “intense competition, additional costs due to regulation and compliance requirements and margin erosion."
12/09/2012
Living individuals therefore continue to be the most significant source of the largest donations.
12/09/2012
Skandia is introducing a layer of 'wealth management consultants'
12/09/2012
Berry Asset Management has further enhanced its investor experience, with the introduction of its innovative new Performance Tracker facility.
12/09/2012
Global mobility shapes investment approach; Cultural ties influence wealth transfer and philanthropy
12/06/2012
They will also deepen the international client product offering as each of the products is offered in Euro and US Dollar, as well as Sterling.
12/06/2012
They were also informed that the bonus cuts should go beyond the required evidence of banks clawing back pay awarded to executives and staff involved in mis-selling.
12/06/2012
Even low-value clients will still need advice post-RDR, IFA argues.
12/05/2012
The move applies to both trail and platform commissions received from funds’ annual management charges, and head of Saxo Wealth Karsten Henriksen said the change was ‘literally offering clients an extra return on their investments’.
12/04/2012
UBS' new adviser pay rewards cross-selling
UBS Wealth Management Americas released its 2013 compensation plan to its financial advisers on Tuesday, announcing changes that will give them incentives to sell a wider range of products and bring in more revenue.
12/04/2012
Profit before tax £29.9 million (
12/03/2012
For six months the former executive at Bank of America and Citigroup has been meeting with lawmakers on both sides of the aisle
12/03/2012
The corporate landscape in Europe, the middle east and Africa (EMEA) is healthier than people might expect
12/03/2012
UBS is closing four branches in Germany that serve wealthy clients and cutting up to 35 jobs as it seeks to improve profitability.
12/02/2012
Wealth firms scramble to lure foreign clients
Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.
12/02/2012
Do You “Like” Your Wealth Manager?
Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.
12/02/2012
Rowan Dartington’s Coxell has said platforms focus too much on collective investments.
12/02/2012
This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.