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Wealth and Asset Management

08/18/2014

UK can rule the world in asset management

London’s global capital market has helped to make the UK a premier centre for asset management

08/18/2014

Hume Capital Securities nets deal with Wealth Manager

Finance firm Hume Capital Securities has secured a ‘significant’ deal with a Malaysian wealth management firm.

08/18/2014

UK and Cayman: Looking beyond the pomp

The usual prism through which Cayman interacts with the U.K. is the Foreign & Commonwealth Office

08/18/2014

Van Lanschot the new sponsor of the Van Gogh Museum

The Van Gogh Museum and Van Lanschot have announced today that they have entered into a sponsoring agreement.

08/18/2014

Close Brothers updates ‘at retirement’ proposition

Close Brothers Asset Management is repositioning its ‘at retirement’ offering to provide consumers

08/17/2014

Raiffeisen open to making acquisitions in private banking

He said it was easier to grow in the asset management sector than private banking at the moment, due to uncertainty surrounding tax issues.

08/15/2014

IFAs on the hook for collapsed £60m offshore investment scheme

The largest investor backed the venture with £5m, although the majority were smaller investors with between £10,000 and £30,000, and are understood in part to be the clients of UK-based IFAs and wealth managers.

08/15/2014

wiss Banker Eyeing Assets of RBS’s Coutts

Seeking to acquire businesses with between 1 billion Swiss francs ($1.1 billion) and 10 billion francs of client assets under management, Syz said.

08/15/2014

Ashcourt Rowan Sipp book sale hot on heels of FCA policy review

Ashcourt Rowan acquired these companies as part of its purchase of Leeds-based UK Wealth Management in May.

08/15/2014

Quilter Cheviot sees Leeds and Newcastle opportunity

We have got genuine scope for expansion in the regions, it’s a core part of what we do.’

08/15/2014

Sheriar Bradbury: Why aren't IFAs heard?

The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services

08/14/2014

Dundee IFA sets sights on expansion to buoy offshore offering

Dundee-based Verus Wealth is seeking to recruit staff to buoy a new service aimed at offshore contractors.

08/14/2014

HSBC joins RBS in £7.1m payout to bosses to dodge bonus cap

British regulators had joined banks in campaigning against the bonus caps – they fear that if British banks cannot pay as much as US and Asian rivals, the best bankers will quit.

08/14/2014

Partnership turns to Rothschild as annuity sales slump

‘Partnership will benefit from Rothschild's extensive experience of managing this asset class and Rothschild will co-invest alongside Partnership,’ the group told the stockmarket.

08/14/2014

Wealth Management’s Profitless Boom Time by Phil Banas

Wealth management is booming, but business is about growing profits, not just revenues

08/14/2014

Adam & Co to close Manchester office

He also added there are no plans to drop the Adam & Company brand.

08/14/2014

Brewin chair backs business with £29,000 stake

Miller acquired 10,000 shares

08/13/2014

Private clients advised to reduce UK and European equities

The Committee’s recommendation is that funds withdrawn from equities are held in cash.

08/12/2014

Guernsey Is Part Of The Solution For US Fund Managers

Feedback from the managers at the conference was that there is simply too much regulation in Europe

08/11/2014

UK Wealth manager sells remaining SIPP business

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