07/02/2014
Close Brothers Asset Management launches second ‘Future Leaders Programme’ to support the next generation
Designed to pass on knowledge and insight to talented youngsters, participants will tackle philanthropic challenges and business strategy planning activities as well as cultivating important professional skills, such as presenting.
07/02/2014
WH Ireland expands wealth management division
WH Ireland has unveiled plans to open a new Milton Keynes office in an expansion of its wealth management division.
07/02/2014
The wealth manager has revealed that it already has 15 ‘Isa millionaire’ clients, whose Isa pots have broken the magic million pound barrier. A further 40 have assets in ISAs of well over £750,000.
07/02/2014
The bank's return to robust health saw bad debts fall from £7m to £1m last year and enabled it to pay a £25m dividend to its taxpayer-owned parent.
07/01/2014
Pomfret stood down as Rathbones chief executive in February after 10 years at the helm. Under his watch assets under management at the wealth firm rose from £5 billion to £22 billion.
07/01/2014
Standard Life Investments’ intention to acquire Ignis Asset Management was announced on 26th March 2014.
07/01/2014
Sweden’s SEB Wealth Management has moved up IPE’s global ranking of the 2014 Top 400 Asset Managers survey to take 69th place
07/01/2014
Investors continued to pour money into equity funds at a rapid pace in May despite peaky looking valuations, with £588 million of net new money committed.
07/01/2014
Group confirms ‘significant milestone’ as it buys up restricted advice network as part of chief executive Paul Feeney’s plan for company.
07/01/2014
This would suggest that Europe represents a significant opportunity for asset managers and shows that the loan and private debt market is really starting to build traction.
07/01/2014
UBS Global Asset Management is shifting the structure of its tactical asset allocation strategy to account for upcoming downside risk.
06/30/2014
PENSIONS company Aegon has been accused of attempting to “poach” clients from independent financial advisers without informing them.
06/30/2014
Group’s fund administration business will now have two trading names for clients to choose from.
06/30/2014
Sandell's letter noted that FirstGroup's CEO remuneration package has risen 209% over the past five years
06/30/2014
In a statement following the deal, Schroders executive vice chairman Massimo Tosato, who will take a seat on the Nutmeg board, said: ‘We are delighted to participate in funding Nutmeg’s next stage of growth.'
06/30/2014
Jersey is taking part in the International Festival of Business 2014 in Liverpool this week with two representatives speaking in the fifth International Banking and Finance Forum.
06/30/2014
But wealth managers who spoke to Financial News said many custodians were failing to meet their demands.
06/30/2014
Four new asset managers join the platform Two new corporate clients and one FTSE 250 company
06/30/2014
YOU are an investment adviser and manager for Outrageous Wealth Managers
Ethics tests for finance sector?
06/29/2014
The former wealth manager for blue-chip clients had the idea for the business, which will launch a pensions product in the autumn, after friends asked him to manage their finances.