05/17/2017
Brewin sees advice as 'critical' as it pilots low cost service
It will use Brewin Dolphin’s existing infrastructure.
Wealth and Asset Management
05/17/2017
Old Mutual Wealth: Why we’re selling UK and adding Europe
Portfolio manager Stuart Clark outlines his rationale behind buying more Europe and reducing his UK equities exposure.
05/16/2017
Rupert Hambro fuses old City and tech in ‘third career’
It was clear that together they would create something and whether it was raising bees or making gin, they’d make a success of it.
05/16/2017
Seven IM looks to infrastructure for cautious investors
Our re-entry into the infrastructure investment company sector is a reaction to the environment we now find ourselves in.
05/16/2017
Old Mutual Asset Management prices share offering
OMAM launched a public offering of 13m shares back in December.
05/16/2017
Head of finance at Hawksmoor dies after falling in Snowdonia
The family is devastated and shocked by this tragic accident.
05/16/2017
7IM returns to frontier markets after more than two years
Economies under Trump's 'radar'
05/15/2017
Standard Life Aberdeen’s job promises evaporate
Martin Gilbert’s pledge was a rookie error for a veteran dealmaker, says Peter Smith
05/15/2017
Lombard Odier Wins Two Prizes at European Wealthbriefing Awards
The WealthBriefing awards are held annually, to showcase the leading companies and figures in the private wealth industry.
05/15/2017
PIMS 2017: Cutting platform charges will hit service, 7IM warns
I get asked all the time where platform fees are going.
05/15/2017
Rothschild And Álvarez Families Are Launching A New Winery
This coordinated feat was brokered by a group of Madrid lawyers and orchestrated by Baroness Ariane de Rothschild
05/14/2017
Q: Which two London tube stations are closest together? - find out here
As we creep towards summer, there always seems to be a flurry of events despite sudden reminders that we are not quite there yet.
05/13/2017
Bank UBS in dispute with taxman over attempt to book losses from its Swiss parent in UK
The skirmish is the latest in a long-running dispute with the taxman over losses suffered by banks during the financial crisis.
05/12/2017
Old Mutual replatforming leaves £330 million worth of questions
Old Mutual Wealth chief executive Paul Feeney has been actively defending both decisions in the press.
05/12/2017
An Award Winning Evening At The WealthBriefing Awards
We are proud to have been recognised for the commitment to our clients across a wide-ranging proposition and the exceptional talent and dedication of our people
05/11/2017
Standard Life platform flows soar after Elevate takeover
Standard Life outlined its development plans for the platform earlier this year.
05/11/2017
Generali makes fresh push into asset management
The push into asset management comes despite tough conditions in the industry.
05/11/2017
Brewin Dolphin completes purchase of Duncan Lawrie
“This transaction represents a significant endorsement of our growth strategy.”
05/11/2017
Brexit opens door for Swiss-UK banking deal: Julius Baer CEO
Non-EU member Switzerland trades with the EU through a web of more than 100 sectoral agreements
05/11/2017
Who have advisers ranked as the most popular DFM?
It will be interesting to see next year if this trend continues