08/04/2017
Hargreaves Lansdown shares drop after saying it won't pay a special dividend this year
Hargreaves Lansdown said it won't have sufficient regulatory capital surplus to pay a special dividend this year
Wealth and Asset Management
08/04/2017
TMF Group to acquire fund administration services firm
The management teams in both Guernsey and Luxembourg have extensive fund experience and are supported by a motivated team of 50 staff.
08/04/2017
Brightstar's Collins moves over to high net worth arm
They look at transactions from £1million upwards across residential and commercial investment mortgages, development finance and bridging loans.
08/03/2017
Lack of dividend and loan growth take shine off StanChart
Despite the signs of progress and optimistic tone from its executives, StanChart shares fell more than 5 percent in London following the results announcement.
08/03/2017
GAM first-half profits beat estimates
Positive investment performance was only partly offset by the negative impact from foreign exchange movements
08/03/2017
Canaccord Genuity Reports First Quarter Fiscal 2018 Results
The progress we are making to adjust our business mix and increase contributions from our global wealth management businesses is evident in our first quarter results.
08/03/2017
KHT Shortlisted for “Family Office of the Year”
The Awards, now in their 7th year, were established to highlight the excellence of advisers and managers working in the private wealth sector in the major international financial centres.
08/03/2017
Strategic strengthens DFM arm with Sanlam swoop
Clarke, who will lead the Salisbury office and takes the total team headcount to six
08/03/2017
deVere wins Financial Advisory Firm of the Year
The winners in the various categories of the Business Excellence awards are carefully chosen, and every shortlisted organisation undergoes rigorous assessment criteria.
08/02/2017
Credit Suisse Plans to Spin Out a $1 Billion Quant Hedge Fund
Credit Suisse Quantitative and Systematic Asset Management will be a separate group as part of a management buyout, said the person who declined to be named discussing firm matters.
08/02/2017
Guernsey seeing positive company migration trend
The Guernsey Registry, which is responsible for tracking migrations both in and out of the island, reports that there were 32 company migrations to Guernsey during the first six months of the year.
08/02/2017
Succession adds £520m FUM through quadruple acquisition
Total consideration of £20.6m
08/02/2017
Wealth management company teams up with UK’s NFL home team
The partnership stems from mutual transatlantic business interests and a shared entrepreneurial vision.
08/01/2017
Charles Stanley's John Stewart talks wealth management in the South West
Plymouth is my home town so I was very excited when the opportunity to move back home came up via Charles Stanley.
08/01/2017
Tavistock Investments at an inflection point as it generates operating profits and cash
Strong organic growth complemented Tavistock’s buy and build strategy which saw it acquire Abacus Associates and PB Financial Planning.
08/01/2017
Acquisitive wealth manager takes over two West Midlands firms
The other vendors will retire and their clients will be serviced by existing AFH advisers.
08/01/2017
Ex-Towry five launch wealth boutique
The idea is to have a strong alignment of interest with our clients.
08/01/2017
This Credit Suisse MD has just launched his own advisory boutique
Wahid spent his entire finance career at Credit Suisse, having joined in 1999 after graduating from Oxford University with BA in Philosophy, Economics, and Politics.
07/31/2017
Lloyds Bank wealthy customers to be stripped of government-backed protection over cash savings
We plan to bring the products and services offered under these two licences together to simplify our business so we can improve our services to clients.
07/31/2017
Swiss banks defy Brexit to recruit in London
UBS has already increased by 10% its staff in this sector in London.