05/20/2014
Succession adds two firms boosting assets by £80m
The relationship with Succession would add value to the two-strong adviser firm
Wealth and Asset Management
05/20/2014
Dutch institutional investors shift to equities from bonds in Q1
Institutional investors were the primary contributors to net new inflows of €1 billion
05/20/2014
Aberdeen plans new Brazil fund amid effort to lure pension funds
The fund will have a "long-only" strategy, meaning managers can only bet the price of a stock or bond will go up.
05/20/2014
Chantrey Vellacott named in the Top 25 Private Client Accountancy Firms
Chantrey Vellacott has been named as one of the top 25 private client accountancy firms in the UK.
05/19/2014
The story of the world’s first equity fund focused on wine
CEO of March Gestión de Fondos on active vs passive management, the wine sector and more
05/19/2014
Baillie Gifford pair hold on to top spot for performance
They were 69th in the previous month
05/19/2014
IFG gets off to strong start with trading in line with expectations
Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.
05/19/2014
Are underqualified CF30s the biggest risk to your business?
Freedman’s observation comes after an unsuccessful six months spent interviewing CF30s to join the company
05/19/2014
DWS Strategic Equity Long/Short Fund brings liquid alternatives to DeAWM clients
Alternative mutual funds are a critical part of our overall Americas strategy
05/19/2014
Sam Leith: Now money talks louder than ever
In an odd way, ambivalence about rich foreigners parallels how Ukip thinks about poor foreigners
05/19/2014
Asset managers look to broaden their horizons
It is “the most romantic and treacherous of business challenges”, according to Hendrik du Toit, chief executive of Investec Asset Management. Yet asset managers are still looking to broaden the global sweep of their business as they seek growt
05/16/2014
Old Mutual Wealth doubles net sales in Q1
Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014
05/16/2014
ABN Amro Profit Hurt by Bad Loans
Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.
05/15/2014
Van Lanschot - Implementation of wealth management strategy on track
Client assets grow to € 55.9 billion
05/15/2014
New offices and expanding team for Leeds wealth management firm
Mitchell Wealth Management expanded its operations with new personnel at its base in The Calls, Leeds, as well as moving into additional office space to keep up with expansion.
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Banks say bonus clawback rules may be unenforceable
Lobby group BBA responds to tough new proposals from the Bank of England
05/15/2014
HSBC says bonus for chairman Douglas Flint capped at 1 million pounds
Banking group HSBC Holdings Plc has attempted to head off investor criticism over a new pay plan, capping any share bonus for its Chairman Douglas Flint this year at 1 million pounds and saying it would be a one off.
05/15/2014
Manchester-based stockbroker scoops retail award from Hargreaves
Manchester-based stockbroker has built its business, and won the Financial News's award for Best Retail Sector Pensions Provider, off the back of both product innovation and punching above its weight in the public debate.
05/15/2014
Investment firm snaps up East Midlands IFA
The purchases mark the beginning of an ‘ambitious’ expansion programme for the recently established AIM quoted group as it plans to assemble a national financial services business.