05/11/2015
Citywealth has announced its Magic Circle Awards winners for 2015. A total of 35 companies and individuals have been selected for their outstanding performance, by more than 15,200 public votes and 10 judges within the wealth management sector.
05/11/2015
This year’s Funds Industry Football Charity Shield to take place on 21st May
05/11/2015
The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.
05/11/2015
‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.
05/11/2015
Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie
05/11/2015
National adviser firm pushes past £3bn with double deal
The latest deals take takes the firm past £3bn funds under management
05/11/2015
The British government has been wooing big business and high net worth individuals in the country in a big way.
05/10/2015
“Two things are driving this growth; one is there is a growth in the pool of savings in the world. The reason why we’re going so much more than the market is because there is a yearning from large clients for an asset manager that is truly ali
05/08/2015
The company's choice of Bruce Hemphill as new chief executive fits in with longer-term – and more challenging – goals.
05/08/2015
Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan
05/08/2015
THERE is just no stopping the creation of new millionaires in SA, with blacks, Indians and coloureds fuelling the accelerating trend.
05/07/2015
Bethesda-based Chevy Chase Trust has been named the top wealth management firm in the country by Forbes
05/07/2015
Cambridgeshire IFA acquires law firm
Wealth Manager has acquired law firm Jeffrey Mills Solicitors
05/07/2015
Wealth manager to launch a rival to Nutmeg
Wealth manager is setting up a discretionary investment platform later this year
05/07/2015
Helps wealth managers to gauge the risk profile of clients and assess
05/07/2015
The two London-based companies are teaming up
05/07/2015
Asian Private Banker has announced the winners of the following categories for the Asset Management Awards for Excellence 2014/15.
05/07/2015
The profitability of wealth management is such that large banks including UBS, Deutsche Bank and Credit Suisse, and insurers, are pushing up MBA jobs at wealth units
05/07/2015
When High-Net-Worth Clients Want to Go DIY
Nearly 30% of high-net-worth investors — defined as those with $5 million or more to invest — think of themselves as managing their own money
05/07/2015
He will work with private clients, family offices, charities and trusts.