11/19/2018
AJ Bell sets minimum offer price for IPO
Major investors Invesco Perpetual and Seneca Investment Managers will take on a 180-day lock-in, as will former AJ Bell employees who still have shares in the company and wish to sell them.
Wealth and Asset Management
11/19/2018
Lancashire firm joins Beaufort Financial
Beaufort has 18 member firms in the partnership, having added five this year, both existing and newly established, while also expanding into Wales last summer.
11/16/2018
Credit Suisse Weighs Hundreds of Job Cuts to Reduce Costs
The bank also said that it will continue to invest in talent and seek to grow revenue in wealth management and investment banking.
11/16/2018
SJP's sales process under fire
SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.
11/16/2018
Multi-family office partners with Edmond de Rothschild
EOS comprises the Edmond de Rothschild portfolio management and distribution management system, based on leading market solutions, Simcorp Dimension and Microsoft Dynamics.
11/15/2018
HSBC introduces two sustainable multi-asset funds
To be made available from this month, the two portfolios will seek higher average ESG score as well as lower portfolio carbon intensity than the market.
11/15/2018
Mariner Wealth Advisors to acquire Patriot Wealth Management
As per the agreement, Patriot will become a unit of Mariner Wealth Advisors from 1 January 2019.
11/15/2018
Jersey firm launches London private office
By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'
11/15/2018
Santander Private Banking, named ’Best Private Bank’ in Spain by The Banker magazine
The award recognizes the advantages of a specialized advisory model offered to private banking clients in more than nine countries.
11/15/2018
Client assets fall at EFG
As of 31 October 2018, Assets under Management were CHF 140.1 billion
11/15/2018
Close Brothers makes "solid" start to financial year
Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.
11/15/2018
Investec gives timeline for asset management spin off
The results statement showed the asset management business made a profit of £91.5m in the six months to 30 September, an improvement on the £83.2m achieved in the same period in 2017.
11/15/2018
Investec's profits rise on strong asset management performance
The common equity tier one ratios were 10.4% for Investec plc and 10.3% for Investec Limited, ahead of the group's CET1 ratio target.
11/15/2018
Glenmede and Stonehage Fleming agree strategic alliance
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/15/2018
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
11/14/2018
Schroders expands footprint in South Africa
After a positive reception from local investors we are very pleased to be expanding our team in the country.
11/14/2018
Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
11/14/2018
Rothschild on track for advisory record but notes M&A slowdown
Third quarter up 11% to €296 million
11/14/2018
Tavistock and Lighthouse join forces
Tavistock plans fundraising
11/13/2018
SJP Academy celebrates new Financial Planning graduates
The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.