08/11/2015
'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.
08/11/2015
The 2015 Finance Monthly CEO Awards celebrate the success, innovation and strategic vision of CEOs across a number of sectors and industries.
08/11/2015
Sanlam Wealth Planning has acquired a wealth management firm with more than £150m in assets, taking the division’s total assets to more than £1bn.
08/11/2015
Wellman and Joe Ferguson co-founded the firm that became Ferguson Wellman Capital Management nearly 40 years ago.
08/10/2015
Among American companies, SNB raised its stake in giants like Apple Inc, ExxonMobil and Microsoft
08/10/2015
With private wealth in Oman growing exponentially over the last couple of years, all the banks in the sultanate expect double digit growth in the priority banking business and plan to expand the segment.
08/10/2015
More creativity via sweeteners are being used to lure big RIAs
08/10/2015
The acquisition of Coutts will help us reach a critical mass in Asia
08/10/2015
The Dubai office is supported by a 30-strong Middle East team based in the Isle of Man.
08/10/2015
It’s not a sudden thing but they suddenly talk about it as the main strategy.
08/10/2015
The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.
08/10/2015
Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.
08/10/2015
These reviews have caused significant downward pressures on profits for wealth managers
08/10/2015
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.
08/09/2015
Jan Straatman, chief investment officer at LOIM, said: “Catastrophe bonds are uncorrelated to other economic risks and capital market events. The 4 to 6 per cent returns on offer remain attractive.”
08/09/2015
Swiss banks step up battle for Asia's super-rich
08/09/2015
Trust games: Europe’s NextGen HNWI more sceptical than US peers
08/08/2015
Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.
08/07/2015
This can be both exciting and terrifying, as incumbent firms will need to adapt to compete with these new entrants while they still own the customer’s assets
08/07/2015
The opportunity is huge there and we’ve seen tremendous needs for better investing and a more diverse product range from onshore investors