Wealth Management

Latest articles

Image for NAVIGATING REGULATION ROADBLOCKS
Top Stories

NAVIGATING REGULATION ROADBLOCKS

Stephen Midgley, VP Global Marketing, Absolute Software It’s been a busy decade for data privacy. In...

20th May, 2014

Image for OVERSEAS PENSIONS STOP AMERICAN EXPATS GIVING UP PASSPORTS IN RUN-UP TO FATCA ERA
Top Stories

OVERSEAS PENSIONS STOP AMERICAN EXPATS GIVING UP PASSPORTS IN RUN-UP TO FATCA ERA

More than three-quarters of American expats and green card holders who have taken out a supplementar...

20th May, 2014

Image for TV COMPANY GOES SUPERSONIC THANKS TO GO DIGITAL NEWCASTLE
Top Stories

TV COMPANY GOES SUPERSONIC THANKS TO GO DIGITAL NEWCASTLE

A LEADING local production company is one of the first to benefit from a voucher campaign to make Ne...

20th May, 2014

Image for INTERNATIONAL SECURITY TYCOON DR RICHIE NANDA FEATURED IN THE PRESTIGIOUS SUNDAY TIMES RICH LIST FOR THIRD CONSECUTIVE YEAR
Top Stories

INTERNATIONAL SECURITY TYCOON DR RICHIE NANDA FEATURED IN THE PRESTIGIOUS SUNDAY TIMES RICH LIST FOR THIRD CONSECUTIVE YEAR

Dr Richie Nanda named one of the UK’s wealthiest NRIs with his wealth estimated at £195m Dr Richie N...

19th May, 2014

Image for GATEHOUSE BANK REPORTS SECOND CONSECUTIVE YEAR OF PROFIT AND GROWTH
Top Stories

GATEHOUSE BANK REPORTS SECOND CONSECUTIVE YEAR OF PROFIT AND GROWTH

–  Assets under management reached the $2 billion landmark Gatehouse Bank plc (the “Bank”), th...

19th May, 2014

Image for CHANGES IN PENSION RULES PLACE FOCUS ON CUSTOMER INSIGHT
Finance

CHANGES IN PENSION RULES PLACE FOCUS ON CUSTOMER INSIGHT

Equifax Investor Insights provides actual consumer investment purchase behaviour helping tackle the...

19th May, 2014

Image for TAVISTOCK INVESTMENTS PROPOSED ACQUISITIONS OF COUNTY LIFE & PENSIONS AND BLACKSQUARE LIMITED
Top Stories

TAVISTOCK INVESTMENTS PROPOSED ACQUISITIONS OF COUNTY LIFE & PENSIONS AND BLACKSQUARE LIMITED

Tavistock Investments announced the proposed acquisition of IFA business County Life & Pensions...

17th May, 2014

Image for AUTOMATED INVOICE PROCESSING – WHAT’S THE BENEFIT?
Top Stories

AUTOMATED INVOICE PROCESSING – WHAT’S THE BENEFIT?

ABBYY have sponsored a Formscan created white paper detailing the need for accountants to upgrade an...

16th May, 2014

Image for ANAPLAN RAISES $100 MILLION IN SERIES D FINANCING ROUND LED BY DFJ GROWTH
Top Stories

ANAPLAN RAISES $100 MILLION IN SERIES D FINANCING ROUND LED BY DFJ GROWTH

New investment to extend Anaplan’s dominance in business planning and execution Anaplan announced it...

16th May, 2014

Image for INVESTMENT PROFESSIONAL TEAMS WITH BITCOIN EXPERTS TO LAUNCH COIN CAPITAL
Investing

INVESTMENT PROFESSIONAL TEAMS WITH BITCOIN EXPERTS TO LAUNCH COIN CAPITAL

Launch of hedge fund focused on Bitcoin Coin Capital Management, LLC announced the launch of Bitcoin...

16th May, 2014

Image for INVESTINGZONE TO MATCH LOVESTRUCK WITH INVESTORS
Top Stories

INVESTINGZONE TO MATCH LOVESTRUCK WITH INVESTORS

Dating site opts for equity-crowdfunding platform InvestingZone to fuel ambitious international expa...

16th May, 2014

Image for Situs Appoints Heather Jones as Director of Operations for Europe
Top Stories

Situs Appoints Heather Jones as Director of Operations for Europe

– Senior Executive Joins Firm to Lead Business Operations and Compliance Initiatives Situs, a...

16th May, 2014