08/07/2015
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/07/2015
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
08/06/2015
The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.
08/06/2015
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
08/06/2015
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
Some pressure on pricing fuelled by deep-pocketed private equity buyers was offset by advisor demand for a secure home.
08/06/2015
He has a serious appetite for investing those billions in ideas that go against the flow
08/06/2015
The bigger cause of investor inertia is probably down to the stickiness of long embedded relationship
08/06/2015
Almost half of high net-worths have cited climbing tax rates as their number one concern
08/05/2015
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
08/05/2015
Successful applicants to the Academy undertake an intensive education
08/05/2015
The Italian bank wants to become a major international player in the asset management industry
08/05/2015
The company has also appointed two financial advisers, a tax specialist and new head of legal
08/04/2015
In recent months Elixirr has invested considerably in its Financial Services unit, one of the firm’s largest and fastest-growing practices.
08/04/2015
Despite it being a week when all major equity markets (and many bond markets) posted positive returns, the underlying sense was one of far greater caution as the focus, once again, turned to events at the Fed and the ongoing question of when – not i
08/04/2015
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/04/2015
Investors largely concentrated on the mid-small cap sectors of the main market, or those who frequent the more junior area of AIM, are quite likely to be familiar with the name WH Ireland.
08/03/2015
As the saying goes Rome wasn't built in a day, and I can now confidently attest that, despite the best efforts of OstroGoths, Byzantines and others, this part of the Roman Empire would not be destroyed in a day either.
08/03/2015
Italy is a country with a historically high savings rate.