09/18/2013
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced last night in a glittering Awards ceremony at the London Hilton on Park Lane
09/17/2013
Dagmar Dvorak, who managed the Baring Global Bond Trust, has left the company.
09/16/2013
Total funds under management were posted at £36.7 billion at the end of September 2012 and by 31 August 2013 they had climbed to £39.4 billion.
09/15/2013
France's BNP Paribas and Spain's Santander are among those interested in buying the business.
09/15/2013
Julius Baer is making acquisitions to compete with larger UBS AG and Credit Suisse AG
09/12/2013
7IM says the new platform charge will be applied to its own funds from April 2014, alongside the incoming platform rules.
09/12/2013
She declined to confirm how many redundancies were being targeted in the division, or to state what the ultimate target number for redundancies across Bank of Ireland would be.
09/11/2013
Apcims adds it has already secured the rights to a new trademark and the name Wealth Management Association.
09/10/2013
Organic growth of over 15% (stripping out market growth and acquisitions)
09/10/2013
Sussex-based husband and wife Tracey and Derek Evans have left national IFA Ashley Law and rebranded their firm as Juno Wealth Management.
09/10/2013
St James’s Place has made a number of management changes across three of its funds as First State head of global emerging markets Jonthan Asante moves onto its Worldwide Opportunities and Worldwide Managed portfolios.
09/09/2013
Growth in North America and Europe, Asia Rebounds while Latin America Slips In Inaugural Wealth-X and UBS World Ultra Wealth Report
09/08/2013
Intense competition, a tendency for wealthy Asians to use multiple private bankers
09/08/2013
The Culs were converted into ordinary shares on 1p each in Liontrust on the basis of one share for each £1 in nominal value of Culs.
09/08/2013
THE British public has long been accustomed to depositing their earnings in a bank account, or investing through an established stockbroker.
09/08/2013
Quilter Cheviot was formed from the merger of Quilter & Co Ltd and Cheviot Asset Management. CategoryPublic
09/08/2013
Liontrust’s Gary West has retired from asset management to explore opportunities outside of the funds industry.
09/05/2013
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/05/2013
The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.
09/04/2013
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.