10/10/2013
Research Trends and Conclusions: Private Client 2013
Private client work is a time-honoured practice with some of today’s leading firms dating back to the 18th century.
Wealth and Asset Management
10/09/2013
St. James’s Place partner officially opens its doors
They are currently in the process of recruiting two members of staff to join their expanding team.
10/09/2013
Wealth Manager: Rathbone's Edinburgh Duo on Building Stability in an over-broked battleground
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.
10/09/2013
Ashmore Group reports AUM increase
The Group continues to perform in line with management's expectations.
10/09/2013
DeAWM Tops Latest Funds Sales Across Europe
The European funds industry garnered net inflows of €3.5bn during August, with Deutsche Asset and Wealth Management the best selling group over the month with sales of €1.2bn according to Lipper.
10/09/2013
New money pours into the old playgrounds for super rich
It is still the “traditional” residential destinations, such as the south of France, Italy and the Caribbean that take the top spots of the most desirable places for the wealthy to buy a second home.
10/08/2013
Global wealth highest in history despite downturn - Credit Suisse
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
Price eyes sale of Alpha to PosSol IFA as he readies for retirement
‘I am full of enthusiasm about the business, and I just wished I was 20 years younger,’
10/08/2013
Frontier markets opening up for clients: Baring poll
The poll also found that 75 per cent of advisers believed that in the short-term one or more frontier markets would be ‘upgraded’ to the category of emerging market.
10/08/2013
Advisers upbeat on UK economy but wary of rising rates
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise
10/08/2013
Capital MSL brought in as world's second largest asset manager ups UK Comms
International finance powerhouse State Street has bumped up its comms efforts in the UK by hiring Capital MSL to focus on its asset management business State Street Global Advisors.
10/08/2013
RDR fails to dent consumer appetite to pay for advice
One in four consumers are willing to pay for financial advice post-RDR
10/08/2013
Bellpenny gains £75m FUM with IFA Meridan Park acquisition
The deal - Bellpenny's 11th - takes the company to £1bn funds under management.
10/07/2013
Why Barclays’ Decision To Revamp Wealth Management Operations Makes Sense
One thing that becomes clear from the chart above, which summarizes our analysis of Barclays, is that the banking group’s wealth management business isn’t really adding a lot of value to the overall business model in its current form.
10/07/2013
Philippa Gee: Why We have Gone Directly Authorised
Well our big news is that, as of the beginning of October, we are now Directly Authorised
10/07/2013
Wealth Management Advice Should Be Improved, U.K. Regulator Says
The chairman of the U.K. markets regulator said there is room for improvement in the selection of client investments by wealth managers.
10/06/2013
The Changing Role of the Family Office
Family offices are struggling to cope with the growing demands for advice and expertise arising from increased regulation, a more litigious society and the risks of an unstable global economy.
10/06/2013
Coutts hosts client investment lunch
The discussion centred around four main themes including eurozone stability which is looking better, the interest rate outlook which we are expecting to stay low for a long time, trends in dividend yields and equity market valuations.
10/06/2013
Sudden wealth sickness and succession planning
Be prepared to dump all your old beliefs about money and rich people because wealth in the world is evolving fast.
10/06/2013
Apcims rebrand aims to boost services
The new groups will be available for member firms to approach with issues.