06/30/2014
In a statement following the deal, Schroders executive vice chairman Massimo Tosato, who will take a seat on the Nutmeg board, said: ‘We are delighted to participate in funding Nutmeg’s next stage of growth.'
06/30/2014
Amicorp offers two distinct business models to private banks: firstly through strategic partnering and client on-boarding; and secondly via white labelled fiduciary solutions.
06/30/2014
David Aird, managing director of UK distribution at Investec, says distributors “want to come onto the asset manager’s turf”
06/30/2014
Jersey is taking part in the International Festival of Business 2014 in Liverpool this week with two representatives speaking in the fifth International Banking and Finance Forum.
06/30/2014
YOU are an investment adviser and manager for Outrageous Wealth Managers
Ethics tests for finance sector?
06/29/2014
The former wealth manager for blue-chip clients had the idea for the business, which will launch a pensions product in the autumn, after friends asked him to manage their finances.
06/29/2014
The faster growth rates are in the independent financial adviser part of the business
06/29/2014
The significance of investment directed at achieving impact is growing, as is the willingness to engage in it beyond the traditional confines of corporate philanthropy.
06/29/2014
More banks and financial institutions in Singapore are using heritage buildings as a training ground for employees in the Asia Pacific region.
06/29/2014
PENSIONS company Aegon has been accused of attempting to “poach” clients from independent financial advisers without informing them.
06/27/2014
Inquiry has Macquarie Private Wealth in its sights
The report also reveals that ASIC senior executive leader for financial adviser Joanna Bird believed that Macquarie Private Wealth had "systemic failings of compliance and it had a poor compliance culture."
06/27/2014
He had been CEO and director-general of the 11-year-old Banka Credins
06/27/2014
Tilney has also made a further £7.6 million provision for compensation and redress costs for this year.
06/27/2014
The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades.
06/27/2014
Quilter Cheviot marketing director Jane Seymour said the combined company decided on this route with both brands being ‘well-known and respected in our target markets'
06/26/2014
14 Ways to Woo the Wealthy
To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.
06/26/2014
Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.
06/26/2014
Financial services firm WH Ireland has expanded its private wealth management business in a bid to grow assets under management.
06/26/2014
This has been a disappointing first half, with difficult trading conditions, particularly in financial markets," Mr. Sands said
06/26/2014
These moves are a real statement of intent for Jersey in this market