04/06/2017
Old Mutual Wealth adds £230m with Shropshire IFA acquisition
The firm's three advisers and additional support staff will join the restricted national, with Infiniti managing director Kevin Speake taking on the role of regional director.
Wealth and Asset Management
04/06/2017
Brewin Dolphin's Nicol and five others made honorary CISI fellows
FCA board member and former chief executive of National Savings & Investments Jane Platt and financial journalist Anthony Hinton of the London Evening Standard complete the distinguished crop of honorary members.
04/05/2017
Standard Chartered to recruit after doubling client wealth threshold
The change will come into effect over “the next couple of years”, a spokesman confirmed.
04/05/2017
Proplend Receives ISA Manager Status For IFISA
Proplend is now inviting investors to register their interest and sign up for IFISA updates.
04/05/2017
Wealth boutique signs up ex-Towry partner
He left Towry in October 2016 following Tilney's acquisition of the company.
04/05/2017
Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight
We’re now very well equipped for the future and can focus on adding real value to our business and our clients.
04/05/2017
Sanlam Private Wealth: April Market outlook on asset class performance
Phil Smeaton, chief investment officer at Sanlam Private Wealth, offers a high-level view on individual asset class performance.
04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
04/04/2017
The City of London Wealth Management Awards 2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Coutts launches low cost, mass market fund platform
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.
04/03/2017
PraxisIFM Aquisition Will Enable Further Growth
The group has around 300 staff across 10 jurisdictions.
03/31/2017
Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
03/30/2017
After Article 50 what next for Investors asks Schroders
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
Hargreaves founder backs UK fund manager launch
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
BlackRock’s Swan expands role as three managers exit
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Harwood Wealth Management to raise £10m to fund acquisitions
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/29/2017
Equiom makes landmark move into UK
Sixty-four staff members will join the Equiom team with immediate effect and the company will begin the process of rebranding to Equiom in April 2017.