06/29/2014
The former wealth manager for blue-chip clients had the idea for the business, which will launch a pensions product in the autumn, after friends asked him to manage their finances.
06/29/2014
The faster growth rates are in the independent financial adviser part of the business
06/29/2014
The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.
06/29/2014
More banks and financial institutions in Singapore are using heritage buildings as a training ground for employees in the Asia Pacific region.
06/29/2014
PENSIONS company Aegon has been accused of attempting to “poach” clients from independent financial advisers without informing them.
06/27/2014
Inquiry has Macquarie Private Wealth in its sights
The report also reveals that ASIC senior executive leader for financial adviser Joanna Bird believed that Macquarie Private Wealth had "systemic failings of compliance and it had a poor compliance culture."
06/27/2014
He had been CEO and director-general of the 11-year-old Banka Credins
06/27/2014
Tilney has also made a further £7.6 million provision for compensation and redress costs for this year.
06/27/2014
The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades.
06/27/2014
Quilter Cheviot marketing director Jane Seymour said the combined company decided on this route with both brands being ‘well-known and respected in our target markets'
06/26/2014
14 Ways to Woo the Wealthy
To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.
06/26/2014
Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.
06/26/2014
Financial services firm WH Ireland has expanded its private wealth management business in a bid to grow assets under management.
06/26/2014
This has been a disappointing first half, with difficult trading conditions, particularly in financial markets," Mr. Sands said
06/26/2014
These moves are a real statement of intent for Jersey in this market
06/25/2014
This year emerging markets, frontier investments and especially Africa have gotten a lot of attention.
06/25/2014
Schroder's Invests in Online Wealth Manager
Venture capital firm Balderton, which has previously invested in online companies LoveFilm, Betfair and Zopa, is also involved in the fundraisin
06/25/2014
Private client wealth management firm merges Plymouth and Truro offices
The commitment to the county is very much intact
06/25/2014
The business will be relocated and fully integrated into European Wealth's head office in London
06/25/2014
This will comprise of an internal Corporate Sustainability Board and a revised external Sustainability Advisory Council.