07/12/2016
Mersey wealth firms to manage £350m of funds after merger
Gee and Watson has acquired McEwan Wallace Wealth Management to create Wirral’s largest firm of independent financial advisers
07/12/2016
The group will operate as part of Kruse Woods Financial Partners, an independent firm that offers securities through Raymond James' independent broker-dealer.
07/12/2016
He started his banking career in the private client division of Morgan Stanley, London.
07/11/2016
About 3.9 million mainland Chinese families will be classified as wealthy by 2020 Credit Suisse, survey says
07/11/2016
Germany's Frankfurt has probably the best chance of becoming Europe's new financial capital, DW noted.
07/11/2016
A source close to the investigation said the prosecutor had sought a plea-bargaining deal with the former employee.
07/11/2016
Shares of Deutsche Bank have erased almost half their value this year and touched a record low last week as investors lose faith that the company can lift returns.
07/11/2016
These include JP Morgan Claverhouse and JP Morgan Income and Growth.
07/11/2016
A process of negotiation is under way with a large number of clients.
07/11/2016
This is unacceptable and opens the door for a new offensive against Swiss banks.
07/11/2016
BCG put the lack of growth down to slow net flows and the negative and turbulent performance of global financial markets.
07/11/2016
But lately that jewel has been losing its luster.
07/11/2016
The move would add to the 9,000 job losses and 200 branch closures already in the pipeline.
07/11/2016
The international online credit marketplace Lendico is continuing its expansion in Europe by founding Lendico Schweiz AG on 8 July 2016.
07/08/2016
Standard recognized best in wealth management
It is very rewarding to have been recognised for our ability to build deep and meaningful relationships with our clients.
07/08/2016
The stocks we hold in Indonesia all went up.
07/08/2016
The professional body, seeing an opportunity in the current U.K. political turmoil, is proposing clubbing together with other top non-European Union financial centres to more closely align efforts to ensure access to EU markets.
07/08/2016
The contracts are undervalued, even after paring some losses following a “very sharp sell off post-Brexit.”
07/08/2016
So Mr. Vonnegut has put together a guide showing how an investment professional can be successful five years from now in the wealthy client niche.
07/08/2016
The consolidator has bought Hamilton-based Caledonia Financial Planning for a total consideration of £2.5m.