07/03/2015
Brown Shipley AUM edges closer to £5bn with IFA acquisition
The acquisition was finalised on 1st July 2015 following approval from the Financial Conduct Authority.
07/03/2015
The firm manages close to $500 million
07/03/2015
Bellpenny has announced Nigel Stockton is to replace Kevin Ronaldson as CEO as he is shifting to the role of founder director.
07/03/2015
Former Old Mutual Global Investors’ (bond guru Stewart Cowley has launched an investment advisory business.
07/03/2015
Old Mutual Global Investors is gearing up to launch the Old Mutual Global Equity Income Fund in August with the aim of providing total return to its offshore clients.
07/02/2015
This is providing an opportunity for companies such as Brooks Macdonald, St James’s Place and Rathbone Brothers to step in
07/02/2015
Coutts has said Ewart is currently absent from the business and that it is not in a position to comment any further.
07/02/2015
Six experts from Hawksford have been named on Citywealth’s Leaders List, a comprehensive guide to the leading wealth management professional advisors.
07/02/2015
European Wealth has secured the purchase advisory firm Greensnow.
07/02/2015
But certain firms are targeting these same clients, with a view to gaining more profitable business further down the line.
07/02/2015
Futurologist Mark Stevenson warns that if private client investment managers want to maintain their wealth, they had better start putting it to good use.
07/02/2015
The London Expat Service will be available in Lloyds branches across London, including Oxford Street, Cheapside and Chelsea.
07/02/2015
St. James's Place is simplifying the way it reports assets under management by scrapping the life assurance measure of Annual Premium Equivalent (Ape).
07/02/2015
Andrew Shirley explores trends in the wealth sector.
07/02/2015
Alistair Morgan explains how families manage their reputations.
07/02/2015
The world's richest are looking to invest in luxury real estate around the world in order to diversify their assets.
07/01/2015
AKG's ratings system assesses providers on a wide variety of different metrics to ascertain a firm's overall financial strength and its ability to act as a long-term partner to advisers in a fast-moving regulatory environment.
07/01/2015
Citywire's Anna Dumas sits down with Julian Sinclair, CIO of Talisman Global Asset Management, to talk Grexit and family offices
07/01/2015
The GFSC and the Jersey FSC signed a Memorandum of Understanding on 13 March 2014.
07/01/2015
Wealth management firm expands into bigger offices
A financial management firm is relocating to out-of-town offices after failing to find suitable space in the city