07/27/2015
National wealth manager Bellpenny has acquired the client bases and associated £157m of funds under management of Bob Bradley and Nick Bird, the two shareholders and financial planners at Croydon-based Trustee Asset Management.
07/27/2015
The UK is attracting more of the world's super-rich than any other country in the world, with more than 100,000 of the world's wealthiest moving to its shores over the last decade.
07/26/2015
It is clearly evident that I need to embrace modern techniques, and hearing me comment on this, the young digital team here at Close saw a chance to open our team up to new debates about digital and technology.
07/24/2015
US-based online wealth managers, so called “robo-advisors”, have attracted investors’ attention, and their assets, in recent years.
07/24/2015
Close Brothers Group today issues its scheduled pre-close trading update ahead of its 2015 financial year end.
07/24/2015
So, what must wealth managers do?
07/24/2015
Wealth manager Brooks Macdonald Group PLC on Friday said trading in the financial year to the end of June was in line with its expectations, despite some "unhelpful" market disruptions in the fourth quarter.
07/24/2015
The boutique will offer a range of model portfolios, with a tiered 0.85% charge that can be tailored to clients’ needs.
07/24/2015
Old Mutual International has launched a new online service with the aim of boosting its trust proposition by pointing advisers towards the most suitable trust for their customer’s circumstances.
07/24/2015
It agreed to buy German bank Hauck & Aufhaeuser Privatbankiers earlier in July. It also owns French-based holiday company Club Mediterranee and has a stake in Britain's Thomas Cook.
07/23/2015
BrewinsDirect is available for those with as little as £10,000 and is said to offer an “uncomplicated, low-cost service”. Investors can choose from one of six portfolios
07/22/2015
But angry expats who have spent years as loyal customers of the bank say they feel betrayed. Many say they have been told they must have a UK-based account to receive their British state pension.
07/22/2015
Leading multi-jurisdictional trust and corporate services provider, Equiom, has been short listed for three categories in the prestigious Citywealth International Financial Centre Awards 2016.
07/22/2015
These institutional quality strategies will allow sophisticated global investors access to a broad range of exposures across developed and emerging markets.
07/21/2015
Old Mutual International has launched a campaign to promote “under-utilised” trusts among offshore advisers and will launch further support tools “shortly”.
07/21/2015
Pearson PLC, the parent company of the 127-year-old newspaper the Financial Times, is mulling a sale of the business broadsheet.
07/21/2015
Although CEO Peter Sands took the fall for the bank’s problems, Mike Rees, a 25-year veteran of the bank, has to take some of the responsibility
07/20/2015
Africa & Middle East to form part of new regional business structure
07/20/2015
Rathbones has promoted five senior directors and departmental heads to its executive committee.
07/20/2015
“That men do not learn very much from the lessons of history is the most important of all the lessons of history.” - Aldous Huxley.