08/07/2013
7IM plots ‘smart beta’ overhaul for passive funds
The wealth manager has already shifted part of the four AAP portfolios into such products.
08/07/2013
The wealth manager has already shifted part of the four AAP portfolios into such products.
08/06/2013
Funds under management up 9%
08/06/2013
Outsourcing and technology agreement for UK platform
08/05/2013
Standard Chartered, which makes more than 90% of its profits in Asia, Africa, and the Middle East, said Korea remains its most difficult market and that it was writing down the value of the business.
08/05/2013
The discretionary managers are due to meet with the Association of Private Client Investment Managers and Stockbrokers (Apcims) later this month to discuss the plans.
08/05/2013
Fund manager at the wealth manager has repeated an African proverb that 'no one tests the depth of a river with both feet' to explain its view of investing in the continent.
08/04/2013
City payouts went up by £1.8billion in a year as fatcats delayed their bonuses to take advantage of Chancellor George Osborne’s cut in the top rate of tax.
08/04/2013
The industry debate rages….. whether smaller bespoke discretionary portfolios are sustainable on grounds of cost, with a number of DFMs reviewing the suitability of clients with smaller pots.
08/04/2013
HSBC has vowed to sidestep European proposals to cap bankers bonuses to prevent an exodus of talent in its Asian and American markets, potentially by raising salaries.
08/04/2013
Nigel Cuming, CIO of Canaccord Genuity Wealth Management, is considering allocating to European equities and property as equity markets continue to rally.
08/04/2013
There are no plans to change our people, business model or investment process
08/04/2013
A new wealth management firm has been appointed to work alongside Harrogate accountants HPH, Chartered Accountants.
08/04/2013
Mr Macdonald said the firm was currently conducting market research to gauge investor appetite for more funds.
08/01/2013
The result, which Generali called its best half-year performance in the past five years
08/01/2013
The Q2 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
08/01/2013
The desk provided visa fast-tracking and advice services for overseas investors with more than £1 million under their possession in the UK
08/01/2013
Sales on the Elevate platform rose by 52%, from £622m to £945m while assets under management increased by 48% from £4.3bn to £6.4bn.
07/31/2013
Total net growth in funds managed by our investment management business was £780 million in the first half of 2013
07/31/2013
The European Banking Authority (EBA) has launched a consultation on the different tools that banks can use to meet the standards of the bankers’ bonus cap legislation.
07/31/2013
He and Mr Wilcocks were former colleagues in the wealth management division of Barclays and Mr Duddridge has extensive financial sector expertise.