09/24/2019
The controversial Mifid depreciation rule requires those with discretionary permissions to write to every client by the end of the following business day whose portfolio has dropped by 10 per cent or more from the beginning of the last reporting period.
09/23/2019
The 61-year-old spent the last ten years dividing his time between a board mandate at Partners Group, a Zug-based alternative asset manager, and Elea, a foundation he and his wife set up in 2006.
09/23/2019
The country’s national wealth, the Gross Domestic Product, is gradually but steadily rising from the very low of €16.43 billion recorded in 2013.
09/23/2019
I’m sure that with a bit more effort I could provide you with a little more detail.
09/23/2019
The amount paid for Thesis is undisclosed.
09/23/2019
Synergies between companies in our field are common – this combination will allow us to offer our customers a more competitive proposition with the most integrated value chain possible.
09/23/2019
Industry profit fell 8% to £13.5 billion last year as it is warned it needs ‘fundamental transformation’ in order to survive
09/23/2019
GenX-ers are also more likely to say they their individual investments could have a direct impact in contributing to a more sustainable world (64%) compared to millennials (60%) and baby-boomers (57%).
09/23/2019
Bank plans to hire more than 30 wealth advisers in three years
09/22/2019
The combined businesses will become Ireland’s third largest wealth manager, with €4.6bn under management.
09/20/2019
A key reason banks are interested in managing money for the ultra rich is profit.
09/20/2019
Costs are falling — but it still looks far more expensive than it should
09/20/2019
IIFL Wealth Management, the demerged entity of IIFL Finance
09/20/2019
Qualification will now be available to all members during the pilot launch
09/20/2019
Swiss banks are looking to mitigate the costs of deepening negative rates, which result in them paying to park their excess cash with both the European Central Bank and the Swiss National Bank.
09/20/2019
Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS
09/20/2019
Proceeds from sale of the volume, by Coutts head chef Peter Fiori and called ‘The Skyline Garden Cookbook: From Harvest to Plate’, will go to The Felix Project for the next week.
09/20/2019
Legg Mason Japan Equity is for those seeking the potential flair and class of an international winger.
09/20/2019
Quilter loans member companies the capital to fund purchases of other advice companies in its network and connects sellers with buyers without a charge and with the offer of a free valuation.
09/20/2019
Investec has warned that profits over the six months to the end of September are likely to fall on ‘challenging’ conditions