10/11/2018
The Women in Financial Advice awards have been created by Professional Adviser and its sister publications Cover and Retirement Planner to celebrate the achievements of women working within the financial advice community as well as the broader financial s
10/10/2018
The bank’s CEO and managing partner Evrard Bordier believes that identifying what is truly important to a client can help them discover unconscious traits they might not have realised about themselves, or perhaps had not been able to articulate.
10/10/2018
With some investors anxious about the state of the global economy, we asked our readers how much cash they currently hold.
10/10/2018
There were also issues with the new client reporting function and technical issues which affected payments for people in drawdown, while advisers reported they were not getting their payments through the platform.
10/09/2018
The decision to expand its U.K. network has certainly helped in the growth, and in Edinborough it already has 10 employees, six of them client advisors.
10/09/2018
Many people think that offshore banking is complicated, while others believe it is best left for the wealthiest among us.
10/09/2018
A UBS report looked at high net-worth investors with at least one per cent of liquid assets allocated to investments with environment, social and governance factors, and only 12 per cent of high net worth individuals in the US had some sustainable investm
10/09/2018
The 18% increase in commercial real estate investment is being led by Asia, both as a source of capital and as an investment destination, with investment in Asia accounting for 52% of all activity and Asian buyers responsible for 45% of all cross-border i
10/08/2018
With quantitative easing in abeyance, this puts a great deal of upside pressure on US bond yields.
10/08/2018
One such deal is Royal Bank of Scotland’s purchase of FreeAgent, an AIM-listed Edinburgh-based provider of accounting software.
10/05/2018
The International Stock Exchange, which is headquartered in Guernsey, is also reporting impressive growth in the rate of new listings.
10/04/2018
Asia’s legions of wealthy investors are getting a chance to profit from the boom in music streaming as Spotify and its peers gain popularity.
10/03/2018
In particular, younger women in the U.S. align their wealth management goals with social causes, an RBC Wealth study found.
10/03/2018
The UAE also ranks ahead of Poland, Turkey, Israel, South Africa, Portugal and New Zealand on this measure.
10/03/2018
The firm is responsible for managing USD24.9 billion in client assets globally across four areas of expertise: equities, private equity, multi asset and alternatives.
10/03/2018
Impact investing allows individuals to improve long-term yields and also diversify their portfolios, while bringing positive economic and social benefits to the rest of society
10/03/2018
As it happens, the Great Banking Bailout of 2008 may never have been required, due to a technical issue of which few at the time were even aware.
10/03/2018
A bottom-up approach to a family’s asset allocation can materially enhance overall wealth.
10/02/2018
Penetration is creeping up and growth is in strong double digits
10/01/2018
The market is also mindful that Italy’s challenge is that the average maturity of Italian debt is relatively short at seven years and the country will have to roll over €600 billion of debt in the next three years and more than half in the next