05/19/2015
DST partners UK wealth manager
The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content.
05/19/2015
UK Private Bank signed as sole financial advisers to London Paramount
A London-based private banking firm has signed up as sole financial adviser to a ‘Best of Hollywood meets Best of British’ Disneyland-style resort planned in Kent.
05/19/2015
In an economic context that is fundamentally favourable to European equities, Michael Clements and his team can detect many undervalued stocks ripe for appreciation as a result of his long-term contrarian investment approach.
05/19/2015
But Investec is adamant that its new approach to servicing its clients, called One Place, is not some clever marketing ploy
05/19/2015
The women-only firm is based on a similar model, with founder and managing director Indre Butkeviciute telling FTAdviser that after speaking to many people in the industry, this area appeared to be an under-served niche.
05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources
05/18/2015
Attrition and breakaways have shrunk head counts at wirehouses
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Activist group says Aberdeen Asset Management, Hermes, M&G, BlackRock, HSBC and Schroders mostly sided with company management in pay disputes
05/18/2015
Artemis Racing became the first America’s Cup challenger to launch its AC45 development catamaran in Bermuda this week
05/18/2015
Asean: The Future in Wealth Management
Southeast Asia’s economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management
05/18/2015
These prestigious awards highlight not only fund performance, but also the firms and people working tirelessly behind the scenes to successfully form, manage and advise on all aspects of funds in the current market.
05/18/2015
Switzerland was singled out in this week’s Economist cover story on the dangers of tax-free debt
05/18/2015
Trade body will bring benefits to the financial advice sector
05/18/2015
More than 500 people attended the Guernsey Funds Forum 2015 in London last week.
05/17/2015
Julius Baer rose as much as 4.8 percent, the most in more than five weeks
05/17/2015
Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses
05/17/2015
History is littered with examples of people ruined by coming into money too young
05/17/2015
A good system of private governance will rely on building a balanced team of family members and advisers
05/17/2015
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps