08/03/2015
Bordier snaps up £75m discretionary mandate
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
Wealth and Asset Management
08/03/2015
Aberdeen tops Spot the Dog list for second time this year
Aberdeen Asset Management has topped Tilney Bestinvest’s ‘Spot the Dog’ list of underperforming fund managers for the second time this year.
08/03/2015
All out of bubblegum by Tim Price
The plot, inspired by a Ray Nelson short story, ‘Eight O’Clock in the Morning’, has Roddy Piper as a drifter who comes across some special sunglasses. When worn, these sunglasses reveal the world for what it really is.
08/03/2015
Brewin Dolphin wins fund management contract with the National Eisteddfod for Wales
The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m
08/03/2015
ex-Barclays director to launch SJP-backed boutique
When McCue officially leaves the bank in September, Wealth Manager understands that he is planning to set up his own venture, McCue Wealth Management.
08/03/2015
Trust Corporation International director shortlisted for Citywealth award
Andie has been recognised for her role as a mentor to the client-facing managers at Trust Corporation International
08/03/2015
Aberdeen merges multi-manager funds and slashes charges
A spokesperson said: ‘We continually look at fees to identify anomalies. The Aberdeen World Emerging Markets Equity fund uses some quantitative techniques as part of its investment strategy and it was felt a 0.5% annual management charge was appropr
08/03/2015
Hawksmoor’s Crowley: Becoming a wealth manager is not the way to survive
One of the things I said was that part of our business would be to concentrate purely on investment.
07/31/2015
Schroders overtakes Aberdeen during turbulent time for markets
Firm now looks after £309.9bn, making it the biggest listed manager in the FTSE 100
07/31/2015
Practicality and romance: Hollywood and pre-nups by PennyLovell
Usually, the goings on in Hollywood are far removed from my own.
07/31/2015
AP Group, the parent company of AP Executive, celebrates its 25th year anniversary
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/31/2015
Non-doms flock to wealth manager 'dating' service
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
SJP halts referrals to Quilter Cheviot ahead of deal
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.
07/30/2015
Malta Individual Investor Programme ranked as best citizenship-by-investment program
The Malta Individual Investor Programme has been ranked as the best citizenship-by-investment program in the world by the Henley & Partners Global Citizenship Program Index.
07/29/2015
St James's Place to buy regional wealth manager
The purchase, subject to regulatory approval, will add around £1 billion in assets under management to the company’s current total of £55.5 billion at the end of June.
07/29/2015
Malta needs clean reputation
Money laundering, tax evasion and financing of terrorism are risks that businesses that set up in Malta may be taking knowingly or unknowingly.
07/29/2015
St James's Place blames levy increase for first half profit drop
Total funds under management at June 2015 were up 6.7%
07/28/2015
Alexander Hoare's Summer Letter
Managing Partner Alexander Hoare publishes his Summer Letter to customers in which he discusses notable topics from the past few months and looks ahead.
07/28/2015
M&G lends Rathbones £20m to fund ‘medium-sized’ acquisition
The deal follows Rathbones purchase of Jupiter's wealth arm and part of Deutsche Bank's private client business last year.
07/28/2015
UBP says integration of Coutts International on schedule
Not including assets from Coutts, UBP posted assets under management of 93.1 billion francs at the end of June.