01/30/2014
Rothschild and Topwater Capital ink exclusive arrangement
Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.
01/30/2014
Aviva is introducing a platform charge of 0.15% for new customers with portfolios valued at more than £400,000.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/30/2014
The Millionaire Corner survey provides a snapshot of the more upbeat investment mindset with which these investors began the New Year.
01/30/2014
Jersey Finance highlights its plans and priorities for 2014
An outline of Jersey Finance’s promotional activities for the year ahead and a review of key developments in 2013 was provided today (Tuesday 28 January) at Jersey Finance’s Annual Review presentation held at the Hotel de France. Hosted by Jer
01/29/2014
I decided to take it in a different direction
01/29/2014
There’s a huge difference between haute couture and off-the-peg in wealth management
01/29/2014
An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
RBC Wealth Management also came runner-up in the ‘Jersey Trust Company of the Year’, 'Guernsey Trust Company of the Year', 'Caribbean Trust Company of the Year' and 'Hong Kong Trust Company of the Year' categories
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/29/2014
Miss Le Poidevin was one of only four women to win awards at the Citywealth Power Women Lunch 2014 which was held on Thursday 23 January in London.
01/29/2014
Increasing numbers of pensioners who've found a place in the sun have opted to move their pensions overseas with them
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Millennials are as Financially Conservative as Generation Born During Great Depression
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Communication is important to Millionaire investors and separates the best advisors from the rest.
01/28/2014
Celent projects that China’s wealth management market will hit US$12 trillion in assets by 2014. After 10 years of rapid growth, the market now faces a turning point as disruptive entrants and a more open environment challenge the incumbents.