06/03/2014
Isle of Man headquartered Thomas Miller Investment is aiming to make an acquisition in the UK later this year as part of the group’s focus on growth prospects in the offshore market.
06/03/2014
Advisers wanting to sell up and retire could end up accepting rock-bottom valuations for their business or “work for nothing” to line consolidators’ pockets, Andrew Oliver has warned.
06/02/2014
The sale was announced in November last year and is part of the group’s plans to simplify operations in Europe and to focus on a number of “growth core markets”.
06/02/2014
Weetabix scion and RBC back £80m buyout at Amber Taverns
BlueBay Asset Management, part of Royal Bank of Canada’s global asset management division, also provided finance for the transaction.
06/02/2014
A growing focus by investment banks’ sales and trading divisions on client analytics has placed an added impetus on those who face customers the most – senior relationship managers.
06/02/2014
New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk
06/02/2014
The move does not signify a stepping back of de Rothschild from the management of the group, the person at the firm said.
05/30/2014
Asset managers are likely to engage in a "fundamental rethink" of their retail strategies as more customers go direct in future, according to analysts at Barclays.
05/30/2014
The bank earlier said it did not expect to buy any foreign currency over the coming months and that it could even buy crowns later in the year.
05/30/2014
Moody’s Investor Service changed the outlook to negative on no less than 82 long-term European bank ratings in an exhaustive report on the sector published on Friday.
05/30/2014
Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.
05/30/2014
THE decade of success at Edinburgh investment house Baillie Gifford has arguably been down to its partnership structure and lack of short-term commercial pressures, a leading commentator has said.
05/30/2014
Accession, which specialises in taking on member firms with the potential of acquiring them in the future, has now bought a total of seven firms.
05/29/2014
The hirings violated a non-solicitation agreement and previous settlement over HPM’s recruitment
05/29/2014
Axa Wealth is preparing for a surge of assets under administration on its adviser platform
05/29/2014
Little acorn to mighty oak
OakTree’s Ian Brady says careful backtesting and research enables the boutique to hit above its weight
05/29/2014
The strategic review results with the first-half results in August should provide a positive message on improved growth.
05/29/2014
Wealth managers are warning that active fund managers must take care to manage the challenge
05/28/2014
St James’s Place has the most attractive dividend profile in the UK insurance sector
05/28/2014
Other income continued to fall due to the imposition of new Retail Distribution Review laws, slipping 42% to £11.9m as margins decline on cash deposits trail income dwindles. - See more at: http://www.ifamagazine.com/news/brewin-dolphin-makes-margin