04/20/2012
A spokesperson for FTSE denied any changes in its commercial policy, particularly for Apcims members. She added: ‘Our current licensing requirements remain. There may have been some members who were not aware of this.’
04/20/2012
Decide2 will also offer a similar process for protection and annuities. Hudson Green & Associates principal Ian Hudson says: “The regulator needs to look closely at how Decide2 dis- tinguishes between advice and non-advice.” If you enjoy
04/20/2012
Chief executive attempts to head off shareholder rebellion over £17m pay package at next week's annual meeting
04/20/2012
Alex Barrell, head of the Cheltenham office said: “We are very excited about our move. We needed to find larger premises but didn’t want to leave Cheltenham so St James’ is perfect.
04/20/2012
Brown Advisory has purchased a minority stake in a hedge fund manager with New York and London offices.
04/20/2012
Berry founder and chairman Jamie Berry said the facility would be offered to clients through strengthened ties with parent Swiss private bank Bordier.
04/19/2012
The performance fee on the fund was previously set at 10 per cent of returns above the hurdle rate, which was set at three-month USD Libor.
04/19/2012
For these reasons, Philanthropy Management suggests that wealth consultants and other advisors manage the expectations of entrepreneurs who are making their first serious forays into philanthropy.
04/19/2012
Reading heavily from notes, Prot - who for more than a decade helped oversee BNP's expansion into a sprawling but very euro zone-focused banking giant - played down the bank's presence in tax havens during a grilling from a Senate committee on t
04/19/2012
Hargreaves Lansdown, the quoted financial adviser, reported a £2.6bn rise in assets under administration to a record £26bn in the three months to the end of March as investor confidence rose slightly despite volatile markets.
04/18/2012
Wealth management group increases discretionary funds to £3.5bn
As at 31 March, wealth management group Brooks MacDonald’s discretionary funds under management stood at £3.5bn, a significant increase over the first three months of the year haven risen from £3.2bn at the end of 2011.
04/18/2012
Banks have hired lawyers to look into suing the EU if Brussels imposes new restrictions on bonuses that they say would wreck their businesses, City A.M. has learned.
04/17/2012
Bob Diamond's tax bill is just the tip of the remuneration problems facing Barclays.
04/17/2012
These days, that Italian clan and other ultra-affluent families are moving assets to Singapore by setting up family offices in a city-state often touted as the Switzerland of Asia.
04/17/2012
HE made his name in Britain as a central defender for Tottenham Hotspur at the end of the 1990s.
04/17/2012
Grosvenor Group Ltd., the property company owned by the Duke of Westminster’s family trusts, said earnings before items rose to a record last year as it increased rental income and cut expenses.
04/16/2012
According to the Mei Moses World All Art index, investment grade art grew in value by 10.2 per cent in 2011, outperforming both the S&P 500 and the FTSE All Share total return indexes.
04/16/2012
The Dutch spent about 30 billion euros ($39 billion) on the 2008 bailout of Fortis’s Dutch units, including its stake in ABN Amro Holding NV.
04/16/2012
One in five Britons with more than £250,000 in savings are thinking of living abroad because they are tired of crime, poor weather and the high cost of living, the wealth management arm of Lloyds Banking Group said on Monday.
04/16/2012
Renewing these partnerships enables Societe Generale Private Banking to offer its private clients the opportunity to play with top-level golfers through an exclusive events programme organised around this sport throughout the world.