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Wealth and Asset Management

06/09/2014

BMO seeks property and SRI boost from F&C

The Canadian firm is seeking ways to tap into the UK manager’s strengths in Europe

06/09/2014

A suitability lesson for Coutts from 1957

The regulatory team at Coutts has certainly got its work cut out over the next few months.

06/05/2014

U.K. investment management apprenticeship program gets big thumbs-up

Investment 2020 is helping people growing up in Britain and London who might not think of themselves as being natural fits for the financial services industry and are helped into it by this scheme.

06/05/2014

Wealth managers hit back over claims of ‘murky’ costs

Leading discretionary fund managers have rejected a report’s insinuations that their costs are excessive and opaque.

06/05/2014

Queen's speech confirms you CAN by a Lamborghini with your pension....

Brewin Dolphin wealth management provides their latest comments following the Queen’s speech

06/05/2014

Meketa Investment Group to Open London Office

Meketa Investment Group’s London office will provide research support to Meketa Investment Group’s U.S. offices on public market

06/05/2014

Boris Johnson: London is 'natural home' of asset management

The Mayor of London Boris Johnson has described the asset management industry as of “crucial importance” to the UK economy, while declaring the economic recovery is in “full swing”.

06/05/2014

Queen's bank Coutts to review 60 years of client files over concerns about investment advice

Coutts is to review every client investment dating back to 1957 in one of the most thorough suitability reviews ever carried out in the industry.

06/05/2014

Platform opens wine fund opportunity to wealth managers

The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners

06/05/2014

SocGen, Santander mull tie-up with Germany’s Commerzbank – report

France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank

06/05/2014

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.

06/05/2014

Yorkshire’s G&E Wealth Management to advise Beneden Health

G&E Wealth Management will be offering advice about the financial options for paying for care in later life to the leading mutual Benenden Health’s UK membership of around 900,000 people.

06/05/2014

Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

06/04/2014

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

06/04/2014

Wealth Management - Act now on transfers before the regulators act on you

Arunima Haque from Capco says it's only a matter of time before the regulators step in

06/04/2014

Societe Generale Private Banking announces the winners of the 2014 “Campden European Families in Business Awards”

Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju

06/04/2014

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

06/04/2014

Stockbroker Hargreaves Lansdown slammed for charging small shareholders to vote at annual meetings

Hargreaves Lansdown has been criticised for introducing charges for small shareholders who want to vote at annual meetings.

06/04/2014

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

06/04/2014

Multi-family office named among the best in Europe

Technology has enabled us to site a business like ours outside of London

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