07/14/2014
Private Equity Specialist Launches a Depositary Offering in Guernsey
In the last 18 months Ipes has doubled the size of its London team through the expansion of its Depositary service.
07/14/2014
Schwarzman, whose net worth exceeds $10 billion, regularly bemoans that individual investors don’t allocate more money
07/14/2014
We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.
07/13/2014
Raymond James' roughly 6,200 financial advisers manage $462 billion in assets
07/11/2014
The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.
07/11/2014
The bold decisions taken then by a new chief executive and his management team make it today a bank that others seek to emulate.
07/11/2014
And among equities, non-domestic ones are in favour over domestic ones
07/11/2014
Friends Life Group said on Friday that it had agreed to sell its Luxembourg-based wealth management arm
07/10/2014
Forensic experts have been hired by a Jersey bank to investigate how thousands of clients' details were leaked to journalists.
07/10/2014
Bank of Montreal's latest gambit in the fight for market share in wealth management
Launches Website to Recruit Women for Brokerage Division
07/10/2014
The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital
07/10/2014
Fiona Le Poidevin, chief executive of Guernsey Finance, on why the Channel Island is home to many established private equity businesses.
07/10/2014
The announcement follows the sale of the third of four UK buildings held by the fund, which raised £69 million to investment in and retrofit property in 2008.
07/10/2014
Judith McGee, L.H.D., C.F.P. and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List.
07/10/2014
Global Alternative Investment Management (GAIM) sponsors one of the world's largest international alternative investment events each year
07/09/2014
THE fallout from the CBA financial planning scandal will resonate for many years among ordinary Australians.
07/09/2014
Wealth management specialist BNY Mellon breaks an ad with Pro Football HOFer Joe Montana
07/09/2014
The acquired business, which advised more than 4,500 private clients and held more than £1.5bn of client assets, was another step in Towry’s ambitious acquisition plans.
07/09/2014
There are differences between RDR and MiFID, such as their definitions of independent advice
07/09/2014
UBS today announced the launch of the UBS Family Legacy & Philanthropy Forum in Shanghai.