09/27/2017
Santander to set up new wealth management unit
The new division will be led by Victor Matarranz
Wealth and Asset Management
09/27/2017
Seven Investment Management to expand offshore
We are in the process of completing our various regulatory applications and intend to open an office in Jersey in early 2018 -
09/26/2017
Close Brothers profits climb 13% as securities business recovers
Results are presented both on a statutory and an adjusted basis to aid comparability between periods.
09/26/2017
Fairstone agrees to buy two more advice firms
Fairstone now services 41,000 private clients with more than £7bn in investment and pension assets.
09/26/2017
Leeds wealth management firm recognised in national awards
Unlike many industry awards, those shortlisted for the Citywire awards are chosen based on independent performance research.
09/25/2017
Wealth consultancy set for AIM float
It has more than 250 consultants working across nine cities and claims to have worked with 17 of the 20 largest global asset managers.
09/25/2017
SJP to review £5bn Threadneedle mandate
SJP has mixed form in its reaction to manager changes.
09/22/2017
UK wealth managers get French rival
We have no legacy issues to deal with
09/21/2017
Quilter Cheviot spent £8.5m for Attivo's wealth arm
In its results for the six months to the end of June 2017 Old Mutual Wealth stated Quilter Cheviot’s funds under management had grown to £22.5 billion.
09/21/2017
Brooks Macdonald's new CEO reveals growth plans
Sold property business
09/21/2017
Miton boosts assets under management but profits shrink
Miton's share price was up 2.53 per cent in morning trading.
09/21/2017
Bellpenny boss: Consolidation is just starting
My belief is that consolidation is just starting.
09/21/2017
LGT Vestra US Reward Rows Programme
This is what American Football is all about, inspiring and encouraging the next generation – you can’t beat that feeling.
09/21/2017
Intrinsic boss admits losses set to continue
Bosses predicted that losses will continue, but on a reducing basis, as it continues to invest in its growth strategy.
09/20/2017
UK manager targets US wealthy
UK-based James Hambro & Partners has launched a new investment management service for American clients.
09/20/2017
SGG to sponsor STEP Benelux Conference
The team has been reinforced by the appointment of Pascal Rapallino as SGG’s Group Private Clients Solutions Leader.
09/19/2017
LLB Set to Go Shopping
We are growing above-average in both dimensions.
09/19/2017
SVM Asset Management to pay broker research
Absorbing research costs means investors can access the SVM fund range at lower, more transparent fee.
09/19/2017
Canaccord Genuity completes acquisition of UK wealth manager
Is is one of the UK's leading independent investment and wealth management businesses, with more than £8.0 billion (C$13.5 billion) in assets under administration, management and management contract.
09/19/2017
St James’s Place eyes up Dublin boutique investor Harvest
Possible link-up in the offing as FTSE 100 investment giant looks to expand into Republic