07/03/2013
Wealth manager apathy leaves investment trusts ‘vulnerable to corporate raiders’
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Following news its Paris-based fund selection chief was leaving
07/03/2013
Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together
07/03/2013
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/03/2013
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
07/02/2013
Over 70 cyclists, including staff from IW&I and their guests, are participating in the ride which will cover all five Ashes Test grounds in five days in mid-July. The target is to raise £200,000 in total.
07/02/2013
In addition, BNP Paribas Wealth Management was awarded as one of the Top 3 Best Private Bank in China and Top 3 Best Private Bank in Taiwan, in the foreign category.
07/02/2013
Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,
07/02/2013
The fact that they died in such tragic circumstances while trying to help others less fortunate
07/02/2013
The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary
07/02/2013
Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012
07/02/2013
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/01/2013
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds
07/01/2013
BNY Mellon has received licence approval from the Securities and Futures Commission for its new dedicated Hong Kong-based subsidiary to establish a separately managed accounts business.
07/01/2013
The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.
07/01/2013
Unprecedented amount of wealth is set to pass to the next generation
07/01/2013
Individual mainland investors are no longer in a rush to buy gold.
07/01/2013
The ownership as well as the group’s management will remain in the hands of the current managing partners
07/01/2013
The integration of the new businesses is moving ahead swiftly and in line with the original plans.