11/08/2018
AJ Bell reveals stellar growth ahead of IPO
In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.
Wealth and Asset Management
11/07/2018
Swiss private banks Heritage, Sallfort to merge
The number of Swiss private banks has fallen sharply over the last decade as lenders to the world’s wealthiest people contend with tougher regulations and a changed environment following a global clampdown on tax evasion.
11/07/2018
Berenberg to cut dozens of staff in equities division
One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.
11/06/2018
AFH buys Premier Wealth Management Harrogate
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.
11/06/2018
Heartwood's parent company granted UK banking licence
The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.
11/06/2018
Financial services duo form new UK wealth manager
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
11/05/2018
SGG Group completes acquisition of Lawson Conner
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
GAM rebuffs Schroders approach for hedge fund unit
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Financial advice, events and education service launched for women
Advice from St James's Place
11/05/2018
Investors want Standard Life Aberdeen to ditch co-CEOs
A poll of 21 large investors shows more than two thirds want a change in leadership at the FTSE 100 asset manager
11/05/2018
Financial Planning and advisory firm makes new HNW acquisition
Acquisition of Hazlems Fenton
11/04/2018
Embracing the human touch at Coutts PO
All that comes together in the private office world, and even more so in running a business within it.
11/02/2018
Listed financial planning group snaps up Harrogate wealth management firm in £4.5m deal
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
11/02/2018
Quilter 24 to reunite with Cheviot founder Kerr-Dineen
Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.
11/01/2018
Coutts launches ‘Coutts Invest Pension’
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.
11/01/2018
Swiss bank Vontobel says advised client assets rise 19 pct
Overall, however, the first nine months of 2018 yielded solid results in line with Vontobel's expectations
11/01/2018
Janus Henderson suffers big drop in performance fees
Third quarter 2018 net income attributable to JHG was US$111.2 million compared to US$140.6 million in the second quarter 2018 and US$99.5 million in the third quarter 2017.
11/01/2018
Louvre Fund Has Novel Way to Help Restore France's Old Monuments
Impact investing is gaining traction with large institutions as investors seek ways to marry social
10/31/2018
Standard Chartered profits jump
All figures are presented on an underlying basis and unless otherwise stated comparisons are made to the equivalent nine-month period in 2017.
10/31/2018
Wealth Manager Top 100 2018: the final 25 top guns
Welcome to the grand finale! We reveal the final 25 names to make our guide to the leading fund buyers across the private client world