08/15/2014
Sheriar Bradbury: Why aren't IFAs heard?
The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services
Wealth and Asset Management
08/14/2014
Dundee IFA sets sights on expansion to buoy offshore offering
Dundee-based Verus Wealth is seeking to recruit staff to buoy a new service aimed at offshore contractors.
08/14/2014
HSBC joins RBS in £7.1m payout to bosses to dodge bonus cap
British regulators had joined banks in campaigning against the bonus caps – they fear that if British banks cannot pay as much as US and Asian rivals, the best bankers will quit.
08/14/2014
Partnership turns to Rothschild as annuity sales slump
‘Partnership will benefit from Rothschild's extensive experience of managing this asset class and Rothschild will co-invest alongside Partnership,’ the group told the stockmarket.
08/14/2014
Wealth Management’s Profitless Boom Time by Phil Banas
Wealth management is booming, but business is about growing profits, not just revenues
08/14/2014
Adam & Co to close Manchester office
He also added there are no plans to drop the Adam & Company brand.
08/14/2014
Brewin chair backs business with £29,000 stake
Miller acquired 10,000 shares
08/13/2014
Private clients advised to reduce UK and European equities
The Committee’s recommendation is that funds withdrawn from equities are held in cash.
08/12/2014
Guernsey Is Part Of The Solution For US Fund Managers
Feedback from the managers at the conference was that there is simply too much regulation in Europe
08/11/2014
UK Wealth manager sells remaining SIPP business
From UK Wealth Management
08/11/2014
RBS To Split Up Coutts Private Banking Unit
The international unit, which employs 1,200 staff, has cut the number of countries it serves dramatically in a roughly three-year restructuring.
08/11/2014
Buying cheaply floats my boat, says Aberdeen's Martin Gilbert
Fund management boss says SWIP deal has diversified the company
08/11/2014
Regulation transforms UK wealth management business
This structural change has meant a fertile market for hiring and winning clients.
08/11/2014
RBS confirms it's considering sale of Coutts' international arm
Royal Bank of Scotland (RBS.L) confirmed it was considering selling the international arm of its private bank, a deal one source said could net it as much as $1 billion (£595.76 million), as the British government leans on it to focus more on domest
08/10/2014
HSBC chief rejects Barclays Wealth model
Mr Gulliver, who has overseen a significant reduction in the scale of HSBC Private Bank since becoming chief executive of the UK bank in 2011, said that its private banking arm needed to be managed “as a discrete business” in order to retain t
08/10/2014
Tougher rules risk starting a City brain drain
Bankers face greater risk for smaller rewards, prompting fears of an exodus of top talent.
08/08/2014
Wealth management group expands with acquisition of two new firms
A wealth management fund is expanding after buying two new companies, bringing its total of acquisitions to nine.
08/08/2014
Axa Wealth to help advisers through retirement changes
The chief executive for Axa Wealth, said: “The Budget has transformed the way we all plan for retirement, and recast what retirement means to the great majority of the population.
08/08/2014
Concerns raised about new St James' Place building in Cirencester
I think it is important to make a statement about it being overbearing in size
08/07/2014
Skandia profits jump 400% boosted by WealthSelect flows
The platform was boosted by gross sales of £2.5 billion, up 11% on the £2.3 billion for 2013 which it said was a result of the high demand for its WealthSelect proposition.