08/25/2013
Smith & Williamson to Advise Members on new social network for high net worth investors
The platform will facilitate direct investments across a range of assets, including private equity, pooled investments, real estate, private equity, commodities, art and antiques.
08/25/2013
But Lesmoir-Gordon, Boyle & Co, a boutique bank set up by Schroders’ veterans Richard Lesmoir-Gordon, Andrew Boyle and Nick Smith, is aiming to change that.
08/22/2013
Dutch state-owned bank ABN AMRO reported second-quarter net profit of 402 million euros ($536.5 million)
08/22/2013
They form part of the Quilter Cheviot North West operation, which also includes Manchester and North Wales, with total funds under management of more than £1.2bn.
08/21/2013
Bellpenny acquires IFA firm
This latest deal means that Bellpenny has now established a presence in Scotland, England and Wales since its launch last year.
08/19/2013
The team have experience of working for a small selection of the most prestigious names in the wealth management industry
08/18/2013
A boutique wealth manager offering a bespoke private client service is to launch its first retail fund as it seeks to diversify its business.
08/18/2013
Currently around 126,000 U.S. nationals reside in the U.K.
08/18/2013
Helm Godfrey blamed the cost of the retail distribution review (RDR) and the acquisition of the employee benefits arm of Truestone Asset Management in 2011 for the dip in profits.
08/15/2013
The wealth manager has increased its assets under management to more than £900 million across all divisions.
08/14/2013
The move comes after the fund was recently placed under review.
08/14/2013
Baring Asset Management has renamed its UK retail team to avoid confusion with direct-to-consumer sales.
08/12/2013
Solid capital base strengthened substantially: Core Tier I ratio up from 11.0% to 12.5%
08/11/2013
Paris Orleans, the holding company for boutique investment bank Rothschild, said on Friday that its first-quarter group revenue fell 4.2 percent as lower profits in merchant banking outweighed an uptick in financial advice.
08/11/2013
The UK-based division of the South African headquartered company has acquired Telford-based Cornforth Consultants Wealth Management and Shropshire-based Wealthport.
08/09/2013
More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad
08/08/2013
Deutsche Asset & Wealth Management has set a September deadline to kick off the first round of bids for its loss-making Tilney business.
08/08/2013
The guidance 'aims to help increase trustees’ confidence when making decisions, and inform their process' by setting out key principles for good decision making.
08/08/2013
The solution suggested is that a mixed motive investment should be treated as though it were a pure financial investment
08/07/2013
Profit before tax up 25 per cent. to £221.7 million (H1 2012: £177.4 million)