05/01/2014
JP Morgan Asset Management head of UK field sales Mike Parsons has spent much of the past year realigning the company’s sales team and expanding its product range to meet the changing demands of the post-RDR market.
05/01/2014
Cirilium is an investment joint venture between Henderson and adviser network Intrinsic
05/01/2014
Investigating over allegations it illegally sold products to avoid French taxes
05/01/2014
French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.
05/01/2014
Northill Capital has acquired asset management firm Longview Partners in the latest consolidation in the funds industry.
05/01/2014
Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.
05/01/2014
The company today reported a 90 percent jump in first-quarter revenue for its wealth-management unit, boosted by its takeover of Cazenove Capital Holdings Ltd., which was completed in July.
04/30/2014
Societe Generale Securities Services Ireland has launched a “Depositary Lite” service to help European and non-European asset managers meet the requirements of the Alternative Investment Fund Managers Directive
04/30/2014
Income increased by 2% to SEK 9,481m
04/30/2014
Property company owned by one of Britain's richest men is worried the high-end residential market is overheating
04/30/2014
Wealth manager buys Bridgnorth financial planning firm
Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.
04/30/2014
FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland
The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.
04/30/2014
Excellent fit of advisory business for UHNW private clients across EMEA and Latin America
04/30/2014
AXA Elevate, headed by managing director is David Thompson, assets rose 41% to £7.5 billion, up from £5.3 billion reported for 2012.
04/29/2014
‘Rising star’ on UK wealth management scene awarded again
A Bristol based rising star has been named in Citywire’s Top 30 Under 30.
04/29/2014
On a £500,000 portfolio this would equate to £30,000
04/29/2014
C. Hoare & Co gains corporate chartered status
C. Hoare & Co has attained corporate financial planner status from the Chartered Institute of Insurance (CII).
04/29/2014
However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,
04/29/2014
Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.
04/29/2014
A London investment boutique owned by the Bank of Montreal, is live on the private cloud-based Charles River Investment Management Solution for portfolio management, trading, compliance, and post-trade processing across its equity,