06/09/2014
Outsourcing investment: Why Independent Advisers (Scotland) uses Standard Life Wealth
We only started using Standard Life Wealth in the past year
06/09/2014
Prestige AM signs distribution deal with Natixis
UK-based Prestige Asset Management has signed a product structuring, marketing and distribution deal with Natixis, the second-largest banking player in France
06/09/2014
The transfer follows the completion of the acquisition of Swip by Aberdeen in April for £550 million. Following the deal Will Low, director of global equities, left the group alongside chief executive Dean Buckley.
06/09/2014
The pursuit of excellence is a driving principle at Rathbones
06/09/2014
UK wealth manager fails to disclose up-to-date dealing costs
Firm’s True & Fair Campaign has for the past two years accused the industry of covering up costs
06/09/2014
The Canadian firm is seeking ways to tap into the UK manager’s strengths in Europe
06/09/2014
The regulatory team at Coutts has certainly got its work cut out over the next few months.
06/05/2014
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
Leading discretionary fund managers have rejected a report’s insinuations that their costs are excessive and opaque.
06/05/2014
Brewin Dolphin wealth management provides their latest comments following the Queen’s speech
06/05/2014
Meketa Investment Group’s London office will provide research support to Meketa Investment Group’s U.S. offices on public market
06/05/2014
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
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
The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners
06/05/2014
France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank
06/05/2014
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
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
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 chose the Frankfurt listing over Hong Kong or Singapore
06/04/2014
Arunima Haque from Capco says it's only a matter of time before the regulators step in