12/02/2012

Saltus buys wealth manager

This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.

12/02/2012

Meet the wealth management firm of the future

When David Drucker and Joel Bruckenstein wrote a book about technology innovations for advisers in 2002, many readers were skeptical of their recommendations to use email and create a website.

11/28/2012

RBC Wealth Management net income up 16%

Royal Bank of Canada today reported record net income of $7.5 billion for the year ended October 31, 2012, up $1.1 billion or 17% from the prior year.

11/26/2012

Quilter Cheviot raring to reel in the wealthy

His quest coincides with a rash of deals across the wealth sector, seen by investment bankers as offering them a greater chance of earning advisory fees than deals in the institutional sector, which have proved difficult to pull off this year.

11/26/2012

Fiduciary Wealth signs up Platform One

Last month, Platform One unveiled a so-called “commission-friendly” service to appeal to non-UK advisers who prefer to continue to use the traditional commission-based remuneration model.