05/22/2017
Voting opens for Schroders UK Platform Awards 2017
The firm may use a single platform strategy while always being aware of suitability factors.
Wealth and Asset Management
05/22/2017
Barclays set to create 100 jobs as it steps up private banking push
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
Meet the Investment Influencers: UBS's James McGuire
Our regular video series continues
05/22/2017
Monaco-based private bank closes London arm
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
Wealth boutique to launch online investment service
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
AJ Bell grows revenues amid record new client sign-ups
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
05/19/2017
Close Brothers Asset Management increases assets
The net interest margin and bad debt ratio both remained broadly stable on the first half.
05/19/2017
Raymond James opens an office in Frankfurt am Main, Germany
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
05/19/2017
Gresham House Proposed Acquisition of Hazel Capital
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition
05/19/2017
Close Brothers Confident On Full Year After Good 3rd Quarter
All statements in this release relate to that period unless otherwise indicated.
05/19/2017
Monaco’s Rosemont adds Andorra outpost
The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.
05/19/2017
Numis calls on asset managers to revamp reporting
Broker publishes recommendations after its public dispute with Schroders
05/18/2017
Van Lanschot trading update: first quarter of 2017
Van Lanschot today publishes its trading update for the first quarter of 2017.
05/18/2017
Investec Wealth & Investment sees £1.2bn inflows in Q1
Total operating income increased by 18% to £2.3 billion over the same period.
05/18/2017
True Potential sees profits jump 21%
True Potential has also reported a 23 per cent increase in revenue for 2016
05/17/2017
Brewin Dolphin first half funds up 6.8 percent, boosted by markets, inflows
In particular we are capturing the near-term growth opportunities in intermediary business as a direct result of current growth initiatives which are delivering tangible results. Whilst continuing to invest in other initiatives aimed at driving further lo
05/17/2017
Prime Central London Residental Property Market
In this regard, investors should be wary when considering these buildings and think long and hard about the effect service charges could have on capital appreciation.
05/17/2017
Old Mutual battles for reputation after dropping IFDS
Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.
05/17/2017
Brewin sees advice as 'critical' as it pilots low cost service
It will use Brewin Dolphin’s existing infrastructure.