07/21/2016
They say advisers should not feel threatened by providers entering advice as they are targeting the mass market and not wealthier clients more suited to traditional IFAs.
07/21/2016
This restructuring played a part in the 12.5% dip in overall revenues, the firm reported.
07/21/2016
We have to decide on our priorities and if you really want to get ahead in technology you are talking about many millions.
07/20/2016
Rugby starlet to launch of a new Mayfair office
The financial advice specialists, based in Regent Street, announced the successful takeover of Ellett Wealth Management in Oswestry earlier in the year.
07/19/2016
Net interest income rose to 11.9 million pounds from 10.1 million pounds a year earlier.
07/19/2016
Running from the 4th to 8th July, the students undertook structured work placements that provided insight into the day-to-day business activity of the investment management industry.
07/19/2016
Partnership helps both parties grow and clients achieve their goals
07/19/2016
It has particularly invested in its unit targeting SME owners.
07/19/2016
Arbuthnot booked a £117m gain after agreeing to sell Everyday Loans to Non-Standard Finance in December, taking the firm out of high-interest, high-street debt.
07/18/2016
Cheshire’s Equilibrium Asset Management has been named as one of the country’s leading wealth management firms for the fifth year in a row.
07/18/2016
I thought, three weeks post-Brexit, I should take the time to interview Mark Bray, a Managing Director in our High Net Worth investment team. Mark has over 30 years’ experience in the financial markets and provides his insight below.
07/18/2016
Top firm said cutting more jobs
07/18/2016
This award winning sustainability fund has outperformed the FTSE WMA Stock Market Balanced over one, two and three years and since launch.
07/18/2016
I think it is important that companies make common cause with each other and join together to celebrate each other’s successes.
07/15/2016
Brexit delays Monaco wealth boutique’s UK expansion plans
Inevitably some decisions will be delayed by uncertainty
07/15/2016
Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015
07/15/2016
ALFI and Deloitte have identified in their latest report new approaches towards investment and the implications these will have on the asset management industry.
07/15/2016
The team rebranded the Global Select fund to the Global Leaders fund in January and is now looking for companies showing “industry excellence, superior returns and a long growth path” with no size or geography limitations.
07/14/2016
Ascot Lloyd caters for UHNW demand with new Private Office
We have the advantage over private banks in that we act as an independent financial concierge.
07/14/2016
Nancy Curtin, chief investment officer at Close Brothers Asset Management, said the fund came into 2016 slightly on the defensive, but still with enough exposure to risk assets to generate returns.