08/07/2014
Berkshire-based IFA and DFM partner up
The alliance enables Petrus to offer their clients access to two investment propositions: the Bespoke Portfolio Service and the Managed Portfolio Service.
Wealth and Asset Management
08/07/2014
Latest News from Guernsey Finance
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
08/06/2014
Dutch banks furious about bonus differences
Dutch bankers are furious that virtually no foreign bank in the Netherlands will have to comply with strict new limits on bonuses due to come into effect on January 1 2015.
08/06/2014
Standard Chartered faces new US fine as profits fall 20pc
Chairman Sir John Peace promises 'assertive action' to address decline as US watchdog identifies issues in its surveillance system
08/06/2014
Wealth managers de-risking on fear of correction
Could cash reign again?
08/05/2014
Wealth management division changes hands
The firm has purchased the company for an undisclosed sum
08/05/2014
HSBC Bank Malta reports Half-Yearly Results
HSBC Bank Malta p.l.c. reported a profit before tax of ?40m for the six months ended 30 June 2014
08/05/2014
SEB Wealth invests pension funds in Baltic private equity
SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II
08/05/2014
Wells Fargo Asset Management’s US Equity Team Wins Nine Lipper Fund Awards
Wells Fargo Asset Management has announced that it has won 11 Lipper Fund Awards for 2014, including seven awards in Europe and four awards in Asia.
08/04/2014
Suitability Standards and the World of Wealth Management
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
AXA Wealth Sipp sales soar as platform assets rise 30%
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Skandia confirms September deadline for Old Mutual rebrand
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
Ashcourt Rowan CIO: We are raising the bar for active management
‘We are trying to establish a list of managers who have reliable investment returns and deliver a particular style.
08/01/2014
A brave new world for wealth management
Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers
07/31/2014
Schroders hikes dividend 50% as wealth stars in record first half
This rise was largely down to the acquisition of Cazenove Capital.
07/31/2014
Investec scoops £3.6bn in three months
For the full year to 31 March 2014 the equivalent combined net inflow was £4 billion, split between £2.6 billion for Asset Management and £1.4 billion for Wealth & Investment.
07/31/2014
Pictet unveils European long/short fund
The fund managers aim to identify catalysts, including corporate restructurings and M&A activity
07/30/2014
Wealth management firm invests in Ilkley expansion
We are thrilled that John Coldwell Pension and Investments Ltd has chosen this fantastic building for its new office.
07/30/2014
Heartwood breaches £2bn asset landmark
Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.
07/30/2014
Bedell supports world class musicians
World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.