07/02/2014
Designed to pass on knowledge and insight to talented youngsters, participants will tackle philanthropic challenges and business strategy planning activities as well as cultivating important professional skills, such as presenting.
07/02/2014
WH Ireland has unveiled plans to open a new Milton Keynes office in an expansion of its wealth management division.
07/02/2014
A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.
07/02/2014
'Wealth matters because of what you can do with it.'
07/02/2014
The wealth manager has revealed that it already has 15 ‘Isa millionaire’ clients, whose Isa pots have broken the magic million pound barrier. A further 40 have assets in ISAs of well over £750,000.
07/02/2014
Profits at private bank rise to £16.5m
The bank's return to robust health saw bad debts fall from £7m to £1m last year and enabled it to pay a £25m dividend to its taxpayer-owned parent.
07/02/2014
DeAWM in exclusive talks to outsource fund administration services to BNY Mellon, o
07/01/2014
Pomfret stood down as Rathbones chief executive in February after 10 years at the helm. Under his watch assets under management at the wealth firm rose from £5 billion to £22 billion.
07/01/2014
Standard Life Investments’ intention to acquire Ignis Asset Management was announced on 26th March 2014.
07/01/2014
Sweden’s SEB Wealth Management has moved up IPE’s global ranking of the 2014 Top 400 Asset Managers survey to take 69th place
07/01/2014
Investors continued to pour money into equity funds at a rapid pace in May despite peaky looking valuations, with £588 million of net new money committed.
07/01/2014
Group confirms ‘significant milestone’ as it buys up restricted advice network as part of chief executive Paul Feeney’s plan for company.
06/30/2014
Group’s fund administration business will now have two trading names for clients to choose from.
06/30/2014
Swiss private banking group raises $530 million to invest in Africa
The fund, which will focus on making deals in Africa, will be managed by Amethis Finance
06/30/2014
The Futurewealth Report 2014, composed by SEI, Scorpio Partnership and NPG Wealth Management, revealed advisers doubled their chances of receiving a referral by simply asking for one.
06/30/2014
Sandell's letter noted that FirstGroup's CEO remuneration package has risen 209% over the past five years
06/30/2014
In a statement following the deal, Schroders executive vice chairman Massimo Tosato, who will take a seat on the Nutmeg board, said: ‘We are delighted to participate in funding Nutmeg’s next stage of growth.'
06/30/2014
Amicorp offers two distinct business models to private banks: firstly through strategic partnering and client on-boarding; and secondly via white labelled fiduciary solutions.
06/30/2014
David Aird, managing director of UK distribution at Investec, says distributors “want to come onto the asset manager’s turf”
06/30/2014
Jersey is taking part in the International Festival of Business 2014 in Liverpool this week with two representatives speaking in the fifth International Banking and Finance Forum.