09/08/2013
Liontrust’s West retires from fund management
Liontrust’s Gary West has retired from asset management to explore opportunities outside of the funds industry.
Wealth and Asset Management
09/05/2013
Brooks completes regional footprint with Leamington Spa office launch
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
Family Office Exchange Introduces Wealth Advisor Council in Europe
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
Banks Relationship Managers Spending Less Time With Clients: PwC survey
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.
09/04/2013
Brewins, Brooks and Quilter Cheviot sign up to new DFM service
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm Attivo Group has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/03/2013
Hargreaves profits jump 28%
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.
09/03/2013
SJP: Our charges are easier for clients to understand
Multiple hourly charges for advice could be as “complicated” for consumers to understand as energy bills, the marketing director of St James’s Place has claimed.
09/02/2013
Edmond de Rothschild Completes Overhaul of Asset Management Division
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
ARC Private Client Indices and ARC Charity Indices are now available.
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/01/2013
Towry in talks to buy Bluefin
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
First State Global Emerging Markets Leaders Fund removal from Wealth 150
The First State Global Emerging Markets Leaders Fund has been removed from the Wealth 150 list of our favourite funds for new investment.
09/01/2013
Qatar bolstering wealth fund team to diversify portfolio - sources
The hiring reflects a long-term objective of geographically balancing a portfolio which is now nearly 80 percent exposed to Europe.
09/01/2013
Novia unveils plans for DFM division
The DFM will offer a range of risk-rated model portfolios using passive investments including Oeics and exchange-traded funds.
09/01/2013
Family Office And Night Clubs
Then there are the stories about hedge funds turning themselves into family offices.
08/31/2013
HSBC to cease wealth management business in some MidEast countries
HSBC, Europe's biggest bank, has cut its retail banking business in some Middle Eastern nations
08/30/2013
Indo-Brits Account For 22% Of UK’s Ultra-Rich Club
Super-rich Indians account for more than 20% of the wealth of ultra-high net worth
08/29/2013
UK Wealth Management posts £1.9m loss as RDR slows progress
In its financial statement for the year ended 31 December 2012 UK Wealth Management said the RDR had affected its revenues and acquisition strategy and led to adviser departures.
08/29/2013
Sparse coverage spells opportunity in frontier markets
Frontier markets have not suffered the same heavy year-to-date outflows as emerging market funds
08/29/2013
Norway’s Sovereign Wealth Fund And The Top 15 From Around The World
It’s just like “The Sound of Music,” without the Nazis.