12/03/2019
Richard Gilliland, who formed Gilliland Neilson Brown with Ailsa Brown 17 years ago, said: “We had been looking for a year or so to acquire another IFA (independent financial adviser) business, and looked at a number, but apart from this one nothing
12/03/2019
Axis Bank MD and CEO Amitabh Chaudhry said there has been a 24% increase in the number of high net-worth individuals who report an income of more than Rs 5 crore.
12/03/2019
The acquisition is also expected to further strengthen UOB Asset Management’s presence in Asia, in line with its regionalization plans.
12/03/2019
Separately, the firm has been investing more in China A-shares via a third-party fund.
12/03/2019
High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.
12/03/2019
At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.
12/02/2019
Lombard Odier boss says newcomers will struggle to challenge market leaders
12/02/2019
The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.
12/02/2019
We believe that the global economy and markets will continue to show considerable resilience in the face of challenges,» said Farris, who spoke at a media briefing on Monday.
12/02/2019
Analysts at JPMorgan Cazenove have strongly criticised last week's move, led by the Rayne family of shareholders, to take control of the LMS investment trust from Gresham House
12/02/2019
By the end of this year, SJP stated there would be a total of 495 people enrolled in the academy, with more set to join in 2020.
12/02/2019
The government only requests your chosen bank to provide a letter stating you have sufficient means in which to live in Monaco.
12/01/2019
Our new research underlines the extent to which performance is no longer just about short-term financial returns in isolation from other factors.
11/29/2019
While the upper ranks of the rich often require bespoke services -- for instance because they own companies or work with their own family offices -- the less wealthy typically demand less complex products.
11/29/2019
Wealth management promises a steadier flow of revenues than the trading-focused investment bank and provides a steady source of funding.
11/29/2019
An official assessment of the UK’s balance sheet – summing up the value of land and housing alongside financial assets such as loans, shares and pensions
11/29/2019
Celebrating the achievements of women in in the industry
11/29/2019
In a circular to shareholders ahead of its demerger, Investec highlighted the UK financial planning market as an area that can power future profits.
11/29/2019
Any discussion of the state of the industry must begin with an acknowledgement of the macroeconomic environment
11/29/2019
The move highlights that wealth managers are providing increasing importance on the less affluent customers.