11/17/2014

Wealth managers face ‘sweeping changes’

A lack of trust among rich clients is leading investors to hold more money in cash and bypass wealth managers altogether by investing directly in property and private equity.

11/14/2014

Wealth manager admits adviser interest in DFM ‘slow’

Adviser interest in Charles Stanley’s discretionary fund management model has been “slow” because its “different concept” is not what advisers are used to, the firm’s wealth management director admitted to FTAdviser.

11/10/2014

SocGen CEO ready to make European acquisitions

Oudea was reported as saying that SocGen's performance since the start of the year makes him confident that it will achieve its targeted dividend payout ratio of 40 percent of profit this year and 50 percent in 2015 and 2016.

11/10/2014

Consolidators defend business model criticism

IFA consolidators have rebuked claims that they force acquired firms to become restricted, however they stated that independence is not a key driver as to whether a consolidation vehicle will succeed or fail.

11/10/2014

What was Ansbacher?

Wealthy clients opened offshore trusts and lodged money through him