10/04/2016
Financial Advisors See Growing Competition For High-Net-Worth Clients
With this concentrated focus on the wealthy, competition among financial advisors is certainly intense as reported by almost nine out of 10 of those surveyed.
10/03/2016
Wealth manager to sell amid losses
Had accumulated losses according to its most recent accounts filed at the Companies Registration Office
10/03/2016
Two sisters were found dead at their luxury apartment in Africa after an all-day booze binge.
10/03/2016
David Cosgrove's company, Belvedere Management Limited, had its management licence revoked by the financial regulator in Mauritius
10/03/2016
A maze of tunnels once used by Swiss armed forces lies within.
10/03/2016
In the flesh, the chief executive of WE Family Offices, which oversees $6.8bn for some of the world’s richest people, is discreet.
10/03/2016
One of the UK’s fastest growing financial organisations and one of the largest CII Chartered Financial Planning organisations, Fairstone’s revenues are approaching £40m.
10/03/2016
The bank announced the moves in July as part of a plan to shake up its wealth division and lift performance.
10/03/2016
Wealth firm snaps up East Anglian IFA
The company will add £25 million to AFH's funds under management.
10/03/2016
Two leading banks talks about their efforts to groom talent to meet the demands of today's financial services sector
10/03/2016
An initial cash consideration of £378,920 has been paid upon completion.
10/03/2016
The merger would create a money manager, Janus Henderson Global Investors Plc, with a combined market value of about $6 billion
10/03/2016
He has spent 25 years in the finance sector, having also worked as a principal lender and a commercial finance broker.
10/03/2016
Plum launches private client division
New offering comes after integration with Synergy which it bought in February.
10/02/2016
Deutsche Bank is facing a cripling $14-billion fine
09/30/2016
Canaccord Genuity Wealth Management Canada leverages Hootsuite technology to empower advisors to connect with clients and grow their businesses using social media
09/30/2016
Quantitative money managers from the world’s second-largest economy are opening offshore funds
09/30/2016
Bank says number of millionaires in region rising to 500,000
09/30/2016
RBS will transfer most of its existing personal, private, business and commercial customers to Adam Co.
09/29/2016
It’s an honour to be listed alongside several of my colleagues in the Citywealth Leaders List.