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Wealth and Asset Management

08/27/2014

Wealth management firm moves to The Hive business centre

The family business was founded and is managed by Joyce Oliver and offers services such as tax planning, wealth preservation and succession planning.

08/26/2014

Founding partner of Epoch Wealth Management joins elite

A founding partner of Bath-based Epoch Wealth Management has joined an elite group of UK financial planners after becoming a fellow of two leading professional bodies.

08/26/2014

Bellpenny closes £27m joint venture with Henderson

IFA consolidator Bellpenny is set to close its £27 million fund joint venture with Henderson Global Investors following a strategic decision to move to a discretionary model.

08/26/2014

Europe Bank Cleanup Driving $1.72 Trillion of Asset Sales

Europe’s largest banks are finally putting hundreds of billions of dollars of unwanted assets up for sale amid mounting competition among buyers and regulatory pressure.

08/25/2014

RBS could split Coutts International to woo Asian buyers

RBS will start the process saying they are selling it as a whole

08/22/2014

Sanlam Private Investments plans to increase scale of Yorkshire operations

The investment and wealth management company is opening an office in Thornaby, Stockton on Tees to complement its operation in Harrogate.

08/22/2014

Heartwood launches proposition for Handelsbanken clients

Handelsbanken acquired Heartwood in May 2013.

08/21/2014

Bridgepoint explores Quilter Cheviot IPO or sale by year-end

The two businesses are now integrated and Quilter Cheviot is currently in the throes of moving both onto the same platform

08/20/2014

Guernsey’s Evolution Makes It The Perfect Family Office Solution

The provision of family office solutions and services makes perfect sense for a jurisdiction such as Guernsey, explains Fiona Le Poidevin, Chief Executive of Guernsey Finance.

08/20/2014

Brewin Dolphin to restructure Yorkshire operations

While we recognise this is a sad day for York, we are continually reviewing how we conduct business to ensure our clients receive the best possible service.

08/20/2014

Basingstoke-based McLeod Browne merges with Hart Financial Management

We are delighted to have Karl and his clients onboard.

08/20/2014

U.S. private equity firm appoints Rothschild to sell the public sector division of its software firm

The company will be auctioned to private equity firms later this year and could be worth around $600 million, the sources said.

08/20/2014

Royal London aims to quadruple Ascentric AUM after 'quiet' 2014

Market gains have nonetheless helped boost assets under management from £6.2bn to £8bn, a 30% gain.

08/19/2014

Skandia repurposes investment bond for expats in Spain

Skandia International has launched a flexible offshore investment bond for the British expatriate market in Spain.

08/19/2014

U.K. Regulator ‘Comfortable’ With Fund Managers Earning Millions

Fund managers are entitled to be paid millions of pounds if they’re delivering high returns for investors, the U.K. markets regulator said, the first sign it won’t seek to impose wage caps on the industry.

08/18/2014

UK can rule the world in asset management

London’s global capital market has helped to make the UK a premier centre for asset management

08/18/2014

Hume Capital Securities nets deal with Wealth Manager

Finance firm Hume Capital Securities has secured a ‘significant’ deal with a Malaysian wealth management firm.

08/18/2014

UK and Cayman: Looking beyond the pomp

The usual prism through which Cayman interacts with the U.K. is the Foreign & Commonwealth Office

08/18/2014

Van Lanschot the new sponsor of the Van Gogh Museum

The Van Gogh Museum and Van Lanschot have announced today that they have entered into a sponsoring agreement.

08/18/2014

Close Brothers updates ‘at retirement’ proposition

Close Brothers Asset Management is repositioning its ‘at retirement’ offering to provide consumers

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