06/13/2014
International Asset Monitor rebrands to IAM Advisory
The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.
06/13/2014
Profits follow Walker Crips' 'substantial transformation' of investment
Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains
06/13/2014
The emphasis for potential mis-selling is not on the investment management side
06/13/2014
Nordea Asset Management has opened an office in Madrid and has appointed Laura Donzella, who has been in charge of the business in Spain since 2009, to lead the Madrid team.
06/13/2014
A qualified member of the Chartered securities institute, Carson managed private client portfolios, trusts and charities and had a hand in the Cheviot Climate Assets and Libero Balanced funds.
06/13/2014
Axa Wealth’s specialist sales team, which looks after the sale of offshore bonds into the UK, is set to be shrunk further, International Adviser can reveal.
06/12/2014
UBS regains top spot as other private banks retrench – 2014 PAM Global 50
US and Swiss-based institutions continue to dominate the higher reaches of the ranking
06/12/2014
Citadel’s profit rise helps Peregrine return to profit
Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.
06/12/2014
No sale plans for Quilter Cheviot as it undercuts rivals
Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.
06/12/2014
Geneva’s French Ties Fray as Banks Tell Clients to Come Clean
For more than a century, the Swiss city of Geneva has provided wealthy French families with a convenient and safe place to stash their money.
06/12/2014
Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund
The fund invests in 10 stock markets across the continent
06/12/2014
Wealth company joins finance expert
A FAMILY-RUN North-East wealth company has joined a finance expert
06/12/2014
The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.
06/12/2014
F&C Macro Global Bond Fund Announces New Fund Managers
They will be supported by a 14-strong team covering global rates, currency, macro and money markets and bond and FX dealing.
06/11/2014
Societe Generale Private Banking Hambros (SGPB Hambros), the UK wealth management arm of Societe Generale Private Banking, has launched its new advisory division with nine hires.
06/10/2014
Global private wealth rises to $152tn
"In nearly all countries, the growth of private wealth was driven by the strong rebound in equity markets that began in the second half of 2012," the firm said in its report.
06/10/2014
Ascentric has boosted its assets under administration to £8 billion thanks to its white label service.
06/10/2014
Gilbert said the firm was in talks with interested parties
06/09/2014
Outsourcing investment: Why Independent Advisers (Scotland) uses Standard Life Wealth
We only started using Standard Life Wealth in the past year
06/09/2014
Prestige AM signs distribution deal with Natixis
UK-based Prestige Asset Management has signed a product structuring, marketing and distribution deal with Natixis, the second-largest banking player in France