10/02/2015
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.
10/02/2015
To avoid the trap, advisors need to make a couple of major changes in their businesses.
10/02/2015
Working with wealth
High Net Worth can be a lucrative area for brokers who understand the market and the high end lifestyle of the HNW client.
10/02/2015
Mid-sized Italian bank says seeking new buyer for private bank
The unlisted cooperative lender, one of 13 Italian banks under direct ECB oversight, is preparing to raise up to 1 billion euros in cash from investors to strengthen its capital.
10/02/2015
Four key steps to expanding your client offerings
10/02/2015
SwissLeaks Reviewed was a joint project by the FTC and Christian Aid.
10/01/2015
The fund, which will track a hedged version of the CSI 300 index, will mitigate its exposure to the Chinese currency using one-month forward contracts on offshore-traded yuan.
10/01/2015
Rathbones snaps up IFA
Our decision to acquire the Vision Group is a reflection of its proven ability to grow and the strong relationship we have built up in the last five years.
10/01/2015
63 people are employed by them in Jersey, and 92 in Guernsey.
10/01/2015
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
Looking for a worthwhile way to spend your unused air miles, or just want to make a difference by donating to charity?
10/01/2015
It was vitally important to us that any future partner understood the unique Vision culture and ethos that exists within our business
10/01/2015
Julius Baer is Switzerland’s third-largest asset manager behind UBS Group AG and Credit Suisse Group AG
10/01/2015
The BMB Group, founded in 2006 by members of Asian and Gulf based ruling families, has refocused its business to provide capital and specialist advice exclusively for Forbes 500 families.
10/01/2015
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
09/30/2015
Seven Merrill advisers will form their own independent practice
09/30/2015
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Seven of the Nation’s Top Financial Advisors Unite to Create Ultra High Net Worth Wealth Management Boutique
The firm advises ultra high net worth individuals and families, non-profit organizations and corporations across the United States.
09/30/2015
Philadelphia Financial to Be Re-Branded Lombard International