03/04/2015
Davy Stockbrokers buys outsourcing firm
Davy Group is Ireland's biggest provider of wealth management, asset management, capital markets and financial advisory services.
03/04/2015
AUM per relationship manager also showed significant growth, with relationship managers averaging US$286 million in 2014, a 4.1 per cent year-on-year increase, it said.
03/04/2015
Qatar Islamic Bank opens new London headquarters
Bank’s commitment to its UK business, dedicated to serving its high net worth clients from a centrally-located headquarters.
03/04/2015
London’s property market is being flooded by corrupt offshore money, with billions of pounds being laundered by foreign criminals and corrupt government officials
03/04/2015
The combination of a prolonged period of low interest rates, the likelihood of lower real returns on risk assets and rising regulatory pressures present wealth managers with substantial challenges in 2015.
03/04/2015
He is well positioned to comment as his firm has been one of the most active consolidators in the financial advice sector over the past few years.
03/03/2015
The overhaul follows a new law implemented in Russia this year that aims to boost transparency on assets abroad and allows the taxation of profits on funds held outside the country.
03/03/2015
Some resort developers like to start small and expand organically. Not Baha Mar.
03/03/2015
The UK arm of one of South Africa’s largest life assurance companies, Sanlam Group, has rebranded as the group looks to mark its global growth
03/03/2015
Super-wealthy investors appear to have three key concerns going into 2015
03/03/2015
Following the typically robust sales in January, gold and silver bullion coin sales at the United States Mint were lower in February.
03/03/2015
The acquisition is still subject to Financial Conduct Authority approval
03/03/2015
One of the greatest challenges for philanthropy today is the very term itself --philanthropy.
03/03/2015
Parmenion has launched a redesigned Adviser website, adding simplicity and functionality to its award winning platform
03/02/2015
The products and services for Northern Trust’s richest clients will trickle down
03/02/2015
HSBC , in the spotlight after details emerged about how its Swiss unit allegedly helped clients dodge taxes, isn't the troublemaker it is currently depicted as, the head of a rival private bank
03/02/2015
There will be no change to our strategy
03/02/2015
High net worth individuals have clear investment philosophies and deep pockets.
03/02/2015
Adviser firm consolidator AFH Financial Group has acquired the assets of a South East business, including its five advisers and principal, in a deal worth up to £973,000.
03/02/2015
America’s top 40 asset managers predict a grind in 2015