08/10/2016
The 64-year-old father of four was said to be worth around 10.8 billion dollars (£8.3 billion), according to Forbes, making him the 68th richest person in the world, and third in the UK.
08/10/2016
This analysis looking at the increasing trend towards M&A activity should also be balanced by a consideration of the other issues that are driving wealth management firms towards growth and consolidation.
08/09/2016
A Marshall Wace hedge fund manager is the biggest investor in a scheme to extend one of Heathrow's runways, Sky News can reveal.
08/09/2016
“I am extremely proud of the Italian team and what they have achieved. I believe that the growth prospects of Old Mutual Wealth Italy will be enhanced under Cinven and ERGO Italia’s ownership.”
08/09/2016
The sale is subject to regulatory approvals and is expected to complete within six months.
08/09/2016
Standard Life said this drop was due to the impact of market volatility on investor confidence.
08/09/2016
Staalbankiers clients and employees will be advised of the takeover today.
08/09/2016
Ask any wealth manager who their future competitors will be and they’ll probably say one of the big-name private banking brands or a local boutique offering similar products and services to their own.
08/08/2016
Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r
08/08/2016
Staff and management at Beaumont Robinson, which has more than 850 clients, will stay with the business.
08/05/2016
The results topped Wall Street expectations.
08/05/2016
Regulation and robo-advice threaten European wealth managers
08/05/2016
The private equity firm has reportedly evaluated Old Mutual Wealth Italy between €200-250 million.
08/05/2016
In June, 21 per cent of people filling in the questionnaire on his website said they were unhappy with their wealth manager and were seeking an alternative.
08/04/2016
The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.
08/04/2016
We have designed the Club after extensive discussions with investors to meet their needs for a clear strategy, a simple structure, and a cost effective approach.
08/04/2016
Bringing together the two businesses and sharing our expertise will greatly enhance the client experience and enable us to offer a wider range of services to both existing and new clients.
08/04/2016
Alliance Trust Savings was in second place with a 19 per cent market share, followed by Ascentric at 15 per cent.
08/04/2016
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/03/2016
He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.