03/28/2014
Lord North Street and SandAire agree merger
Currently both firms advise wealthy families
03/28/2014
Currently both firms advise wealthy families
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
Lansdown sold the stake on Tuesday. Based on the closing price of £14.06 that day, he has netted around £200 million.
03/28/2014
It will initially provide a restricted offering for 15 clients and intends to have 30 clients by the end of the year, taking on three or four more advisers.
03/27/2014
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders boss Michael Dobson took home £8.4 million last year.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/27/2014
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/26/2014
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.
03/26/2014
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.
03/26/2014
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
Eric Syz, the majority owner of Banque Syz & Co., acquired the shares of his two co-founders, Alfredo Piacentini and Paolo Luban, and told staff he has no intention to sell the Geneva-based firm.
03/25/2014
These key appointments demonstrate our continued efforts towards strengthening and growing our private client services.
03/25/2014
The Institute of Financial Planning has failed in its bid to supply planners to £1 million premium bond winners after losing out to a firm of four advisers based in Shropshire.
03/25/2014
PSG group managing director Kenneth McKelvey will join the board of AFG, which will continue to operate independently under the leadership of chief executive David Taplin.
03/25/2014
Shareholders in F&C Asset Management have given the go-ahead for Canadian financial conglomerate BMO to buy the fund manager.
03/25/2014
Responsible investment “continues to gather momentum globally”, driven by investor values, risk management and the introduction of stronger codes and standards.