08/28/2014
Succession completes latest member firm buyout for £3m
The group added that it is on target to acquire the best 50 firms from its membership with £7bn of assets by 2017.
Wealth and Asset Management
08/28/2014
Brewin Dolphin shuts York office
The York office was launched in 2007 after a team defected from Barclays Wealth.
08/28/2014
CISI exam candidates globally achieve outstanding results
Results published today show that Chartered Institute for Securities & Investment (CISI) exam candidates globally have achieved some excellent results in the June sitting of the CISI’s most senior examinations.
08/27/2014
Bonus culture must be challenged from the top
Is excessive executive pay gradually becoming socially unacceptable?
08/27/2014
Elcot takes 25% stake in Premier Asset Management
Partners has offloaded 25.1% of its stake in Premier Asset Management to Elcot Capital Management in a £10 million deal.
08/27/2014
Senior asset management and banking names sign Scottish ‘No’ vote letter
The letter argues that the business case for breaking away from the UK is not strong enough and warns that “much is at stake” from voting yes to Scottish independence.
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.