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
08/07/2015
The news the government and the FCA are to launch a major review into consumer access to financial advice has been widely welcomed.
08/07/2015
The banks cited concerns about costs, plus bets on illiquid securities as reasons for their moves
08/07/2015
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/06/2015
The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.
08/06/2015
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
08/06/2015
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
The addition of SSP Adviser is an exciting next step as we look to build on our technology partnership and achieve our shared ambitions for growth
08/05/2015
This acquisition is in line with Aberdeen's strategy to strengthen and grow its global alternatives platform encompassing multi-manager research and selection across hedge funds, private equity, and property along with direct investments in infrastru
08/05/2015
A UBS AG branch manager in Puerto Rico warned bank officials that brokers for the firm had urged customers to engage in improper loan practices, more than two years before the bank made a US$5.2 million settlement over the matter with the island’s f
08/05/2015
Advisers who have visibility over all of a client’s assets are in a better position to provide advice.
08/05/2015
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms