07/28/2017
Coutts supporting US expatriates to break through investment barriers
The Coutts US Investment Management Service provides two portfolios – balanced and growth
Wealth and Asset Management
07/28/2017
Amundi suffers net outflows of €3.7bn in second quarter
Operating expenses were under control at €454m leading to a 2-point improvement in the cost/income ratio, which stood at 49,9%.
07/27/2017
Merito chief launches new financial advisory firm
Eastcote Wealth Management will have around 30 staff and £500 million of funds under managament
07/27/2017
Charles Stanley discretionary assets rise as clients transfer from advisory
Charles Stanley’s total funds under management and administration at the end of June were £24.1 billion
07/27/2017
Belfast wealth firm makes finals of top industry awards
An advisory board of figures from the investment and SME community will judge entries ahead of the final.
07/27/2017
Schroders sees wealth profits jump after C Hoare buy
Profit before tax and exceptional items up 23% to £361.5 million (H1 2016: £293.7 million)
07/27/2017
St James’s Place raises dividend by a quarter
The number of advisers, who form part of the group’s Partnership network, also grew, rising by almost 4 per cent since the start of the year to just over 3,500.
07/27/2017
Brooks Macdonald FUM rises 26% to break £10bn mark
"Strong organic growth takes FUM through £10bn; further investment in underlying business."
07/27/2017
Continued wealth management support fuels rising ETF assets
A survey published earlier this year from BBH found that some 54 per cent of respondents believed that robo-advice presents an opportunity for their business as opposed to a threat.
07/26/2017
Swiss banks must cut costs despite healthy 2016 performance
One of the larger parts of the wider Swiss economy, representing 10% of the economy in 2014, with the banking sector representing more than half of the amount.
07/26/2017
Brewin Dolphin posts record third-quarter income
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.
07/26/2017
UK Platform Awards 2017 - Platform and provider shortlists revealed
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Wealth manager and adviser finalists for Growth Investor Awards announced
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
Cayman Finance promotes Cayman in UK
This visit was the first international joint venture between Cayman Finance and the new Minister of Financial Services, Tara Rivers.
07/25/2017
WH Ireland’s Buchanan on ‘drawing a line under the past’
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Julius Baer looks to expand in UK as Brexit spurs rivals to scale back
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
Sanlam UK completes 850 mile charity cycle ride for CASCAID
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.
07/25/2017
Rathbones reports strong H1 but warns of regulatory impact to future profits
Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year
07/25/2017
Tilney for Professionals surpasses £2bn AUM
The team rebranded to Tilney for Professionals earlier in the year
07/25/2017
Estera extends global reach into Luxembourg with acquisition
Headstart’s Managing Directors, Christophe Gaul and Manuel Mouget, will continue to lead the business.