07/30/2013
An analyst note from the bank said: ‘St James’s Place appears well placed for the post-RDR world. We expect sales to be boosted in H2 as the partnership [SJP advisers] begins to pick up “orphan” clients whose advisers retired as a
07/30/2013
The Group recorded a good performance in the third quarter to 30 June 2013.
07/30/2013
Net inflow of funds under management of £1.99 billion (2012: £1.51 billion) up 32%
07/30/2013
The Swiss bank said asset management and private banking together contributed two thirds of total profits, almost doubling in two years as Vontobel seeks to be less reliant on its investment banking business.
07/30/2013
Net revenue increased by 4.8% to £126.1M
07/30/2013
The number of people looking for a new wealth manager because their existing adviser is neglecting them has doubled in a year.
07/30/2013
Finnish financial group OP-Pohjola has reported a 124.9% increase in pre-tax earnings from its wealth management business in the first two quarters of 2013, compared to the same period last year.
07/29/2013
Gina Garman has been hired as a senior private client adviser at wealth manager HFM Columbus in a newly-created role
07/29/2013
UBS adjusted profit before tax CHF 1 billion
07/29/2013
The deal comprised initial consideration of £3.24 million, including £0.375 million in cash and 946,256 new shares.
07/29/2013
He will be responsible for leading the British Isles Investments team and also joins the British Isles and Caribbean Operating Committee for RBC Wealth Management.
07/29/2013
Fleming Family & Partners, the multi-family office, has seeded a new Africa-focused fixed-income fund with Investec Asset Management
07/28/2013
One in five people who have previously not received financial advice plan to do so in the future to prepare for retirement, according to new research.
07/28/2013
Assets under management £209.6 billion
07/28/2013
The chairman netted around £80,000 after trimming his exposure to the private client stockbroker.
07/26/2013
Quilter Cheviot Investment Management (QCIM) has hired Brewin Dolphin's Christian Ashley for its Leicester office.
07/25/2013
Charles Stanley revenues up 31%
Charles Stanley's revenue for the three months to the end of June r
07/24/2013
UBS is being probed over its sales practices after a former executive told the authorities that Swiss bank accounts were being illegally sold on French soil and recorded in a separate account-keeping system used to help calculate bankers' bonuses.
07/24/2013
Mirroring a strong performance by Wall Street rivals, Credit Suisse more than doubled pre-tax profits at its investment banking division from a year ago
07/24/2013
The UK faces a 20% shortfall of independent financial advisers which will potentially hit the baby boomer generation approaching or at retirement