You’ve just received notice that you’re the benefactor of a sizable estate, but with this awesome gift comes the awesome responsibility of managing that money properly. What should you do? Where should you turn? From whom should you seek advice? It’s not hard to be overwhelmed when you’re looking to find unbiased financial advice to [...]
The two largest advice businesses servicing this market, Grove Research and Advisory and Oakvale Capital, have reported an increase in enquiries for investment advice from NSW councils since the inquiry.
Enquiries are emanating from councils that previously did not receive financial advice and councils that had advice providers which have now been excluded by the Cole [...]
State Comptroller Thomas DiNapoli has hired a hedge fund consulting firm to examine part of the state pension fund’s portfolio during the next three years.
DiNapoli, the trustee of the $154.5 billion state retirement fund, said he has retained New York City-based Aksia LLC for investment advice. The firm will focus on the “absolute return” part [...]
Brewin Dolphin is the only UK investment management firm to have its investment banking division headquarters outside London. Francesca Craggs speaks to Graeme Summers, who heads the Newcastle-based operation.
THINK investment banking and the City of London or Wall Street probably springs to mind. Not many people may know the North East can boast its very [...]
Leading independently owned investment advice and financial planning company Goldridge Wealth Management (Goldridge) has appointed Joe Byrne to its board of directors. Byrne, who was Goldridge’s Investment Manager, now has responsibility for the leadership of the company’s investment analysis and research team and becomes its Investment Director.
Goldridge’s Chairman Daniel Mintz said, “Joe’s appointment is consistent [...]
Under the new agreement BDO Stoy Hayward Investment Management, which has recently been awarded Chartered Firm status, will offer a range of services to employees of Thomsons Online Benefits clients.
The services, to be offered on a fully transparent fee basis, include a range of options on investment advice from pension through to all aspects of [...]
The life insurance and annuity company reported net income of $69 million compared with $1.12 billion a year earlier. The latest results included $940 million of investment losses, versus prior-year gains of $223 million, Investment Advice and include Prudential’s closed-block business. They are made up of life-insurance and annuity policies that it sold when it [...]
Serbia and Italian car maker Fiat signed on Wednesday a memorandum of understanding, which envisages strategic cooperation and joint investment to produce new cars in Serbia’s state-owned Zastava car plant.
“Fiat has ambitions to start production of a completely new model in Zastava by 2009,” Investment Opportunity said Serbian Minister of Economy Mladjan Dinkic, who signed [...]
It seems that British investors are uncomfortable about asking for financial advice investment products from stocks and shares to asking for overseas property investment advice. A report from independent financial product researchers Defaqto, the Retirement Savings and Income Report, shows that consumers in the UK prefer to consult friends and family, Investment Company or [...]
Kunal Kashyap, founder and CEO of Indian investment bank Allegro Advisors, discusses the firm’s focus on wealth management and what advice he is giving his clients.
What prompted Allegro to start offering wealth management services in India?
We started Allegro with the vision of creating a full-service Indian investment bank so wealth management services were part of [...]
