Wealth Management

Latest articles

Image for RATESETTER LAUNCHES FIRST UK PEER-TO-PEER PORTAL FOR ADVISERS
Top Stories

RATESETTER LAUNCHES FIRST UK PEER-TO-PEER PORTAL FOR ADVISERS

New bespoke portal to empower IFAs on P2P RateSetter risk-rated similar to cash by FE, the leading p...

16th July, 2014

Image for BUSINESS IN A FLASH
Business

BUSINESS IN A FLASH

Violin transforms the speed of business with high performance, always available, low cost delivery o...

15th July, 2014

Image for TRUST IS ESSENTIAL
Investing

TRUST IS ESSENTIAL

By Svetlana Ryabokon,  Head of Wealth Structuring and Fiduciary Services of Oracle Capital Group “An...

15th July, 2014

Image for POTENTIAL CHEESE PRICE WAR IS A WAKE-UP CALL FOR ALL FINAL SALARY PENSION MEMBERS
Top Stories

POTENTIAL CHEESE PRICE WAR IS A WAKE-UP CALL FOR ALL FINAL SALARY PENSION MEMBERS

Final salary pension members are being urged to explore options to mitigate risks posed by the growi...

15th July, 2014

Image for IMPACT ANALYSIS, LEVERAGING RISK DATA AND CONDUCTING A PARALLEL RUN CAN LESSEN BURDEN IN RUN UP TO IFRS 9
Top Stories

IMPACT ANALYSIS, LEVERAGING RISK DATA AND CONDUCTING A PARALLEL RUN CAN LESSEN BURDEN IN RUN UP TO IFRS 9

Wolters Kluwer Financial Services Outlines Three Key IFRS 9 Actions to Assist Firms in Preparation f...

15th July, 2014

Image for MARK SYMONS CHARTERED FCSI APPOINTED PRESIDENT OF CISI GUERNSEY BRANCH
Top Stories

MARK SYMONS CHARTERED FCSI APPOINTED PRESIDENT OF CISI GUERNSEY BRANCH

Chartered FCSI Mark Symons, Chartered Fellow of the Chartered Institute for Securities & Investm...

15th July, 2014

Image for DOWN (BUT NOT OUT) IN BEIJING AND SHANGHAI: THE COMEDY SIDE OF BUSINESS IN CHINA
Business

DOWN (BUT NOT OUT) IN BEIJING AND SHANGHAI: THE COMEDY SIDE OF BUSINESS IN CHINA

by Kelsey Cole Tongue-in-cheek book by anonymous British executive reveals the ups and downs of doin...

15th July, 2014

Image for BANKING IS A RELATIONSHIP BUSINESS
Banking

BANKING IS A RELATIONSHIP BUSINESS

The advance of digital and mobile banking has depersonalized the banking industry. But 50% of custom...

12th July, 2014

Image for AVERE SYSTEMS CRACKS THE CODE FOR HYBRID CLOUD STORAGE; RAISES $20 MILLION TO ACCELERATE GROWTH
Top Stories

AVERE SYSTEMS CRACKS THE CODE FOR HYBRID CLOUD STORAGE; RAISES $20 MILLION TO ACCELERATE GROWTH

Avere Systems, a leading provider of enterprise storage for the hybrid cloud, announced that it has...

12th July, 2014

Image for PARAGON BANK NAMES KRISTIN C. SUTTON SENIOR VICE PRESIDENT AND CLIENT DEVELOPMENT OFFICER
Top Stories

PARAGON BANK NAMES KRISTIN C. SUTTON SENIOR VICE PRESIDENT AND CLIENT DEVELOPMENT OFFICER

20-Year Banking Industry Veteran Joins North Carolina-Based Bank Paragon Bank has announced that Kri...

11th July, 2014

Image for CAPLIN APPOINTS NEW EVP FOR THE AMERICAS
Top Stories

CAPLIN APPOINTS NEW EVP FOR THE AMERICAS

E-distribution specialist, Caplin Systems and the pioneer of single-dealer platform (SDP) technology...

11th July, 2014

Image for NEW CYBER SECURITY STUDY SHOWS 64% OF COMPANIES EXPECT TO BE TARGET OF CYBER ATTACK WITHIN THE NEXT YEAR
Technology

NEW CYBER SECURITY STUDY SHOWS 64% OF COMPANIES EXPECT TO BE TARGET OF CYBER ATTACK WITHIN THE NEXT YEAR

One-third of respondents said they were hit by a cyber attack in last 12 months Bit9® + Carbon Black...

11th July, 2014