03/20/2017
Wealth consolidator seeks £10m to accelerate buy strategy
Since 31 October AFH has made five acquisitions for a combined £2 million.
Wealth and Asset Management
03/20/2017
AFH acquires assets of Aberdeen Wealth Management and Shield Direct
Under the terms of the acquisition of Aberdeen, the maximum consideration payable by AFH is GBP556,500.
03/19/2017
Weatherbys launches private banking service for British expats
Weatherbys Private Bank has launched a service for British expats offering cross-border private banking and cross-currency mortgages.
03/17/2017
WH Ireland's Roderick Buchanan
The most dramatic change was the group’s decision to scrap its existing management team and the majority of its board two years ago.
03/16/2017
Ultra-wealthy drawn to UK schools
The survey revealed that the UK is becoming especially attractive to the ultra-wealthy.
03/16/2017
JOHCM's John Wood to retire after 26-year career
Managed UK Opportunities fund since 2005
03/16/2017
ABN AMRO publishes 2016 Annual Report
ABN AMRO delivered solid results with and for its clients and other stakeholders in 2016.
03/15/2017
Walker Crips sells bond fund to Smith & Williamson
As at 28 February 2017, SWIM LLP managed some £1.3 billion in its dedicated funds business across a number of investment strategies.
03/15/2017
Brooks Macdonald sees 19% growth in funds under management
Driven by investment performance
03/15/2017
Old Mutual Wealth creates Birmingham base with double acquisition
The deal terms include OMW Private Client Advisers taking on all liabilities for Premier’s past advice.
03/15/2017
EFG expects fight with BTG Pactual over final BSI price
This has meant EFG has taken on fewer assets than hoped for when the deal was agreed.
03/15/2017
Popular event marks Exchange’s launch in Isle of Man
Mr Moulton welcomed guests to the event and he was joined by Treasury Minister Alf Cannan, MHK.
03/15/2017
Looking for clients that know they need insurance?
If they are unable to give HNWIs complete peace of mind, there are others in the industry that will gladly step up.
03/15/2017
Aberdeen's Kaloo to take over Frontier Markets trust as it scraps FOFs approach
Aberdeen also investing £10m in trust
03/15/2017
Jersey Finance and JFA welcome new fund product launch
Streamlined funds regime welcomed as enhancing Jersey’s competitiveness
03/14/2017
LGT Eyes Further Growth, Expansion
The bank said that its profit rose 9 percent on the year to 230 million Swiss francs.
03/14/2017
St James’s Places launches int’l investment plan in Hong Kong
SJP currently charges a fee of 6% if clients withdraw from their investment in the first year.
03/14/2017
LGT – The Most Asian of Liechtenstein's Banks
The Asian unit of LGT will have the company’s biggest share of assets under management by the summer
03/14/2017
Close Brothers first half profits grow by a fifth
The group reported a strong performance in the first half, with £134.2 million adjusted1 operating profit, 21% higher than the prior year period, and an RoE2 of 18.0%
03/14/2017
Beautiful 16th Century home of Victorian heiress to the Coutts banking dynasty who was once Britain’s richest woman goes on sale for £1.75million
The main thrust of her generosity was on improving the lives of the poor, which led to her developing relationships with Queen Victoria and Florence Nightingale.