02/05/2013
Sanlam targets wealth acquisitions as it sheds Punter stake
Sanlam UK has sold its 21.6 per cent stake in actuarial consultants Punter Southall Group
02/04/2013
Baring Swiss Bank for Rich Athletes Buys Asset Manager Coges
“We share the same values and ethics.”
02/04/2013
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion
02/04/2013
OMGI is the result of a merger between Old Mutual Asset Managers UK
02/03/2013
A Guide to the Family Office Employment Market
They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices
02/03/2013
Number of millionaire Brits hits 13,000 despite recession
New figures show the number of Britons earning at least £1million a year has increased to 13,000, thanks to the coalition government’s April tax cut, local media reported.
02/03/2013
The report, Bringing Europe Back to Savings, analyses household savings, investment and debt across 22 European countries, interpreting differences in the propensity to save and incur debt, household investments and the overall financial wealth of Europea
02/03/2013
In many cases investors have almost double in US real estate compared to what they have in other alternative investments
02/03/2013
Funds under management at Rathbones’ Bristol office breaches £1 billion
The office provides a range of investment services for almost 5,000 clients.
02/03/2013
The move will see high-net-worth clients with investable assets of £375,000
02/02/2013
Quilter Cheviot in search for new premises
NEWLY merged fund management firm Quilter Cheviot is searching for larger office space in Liverpool
01/31/2013
Swiss Rothschild arm targets London in £2bn assets push
The London hub comprises a team of six led by Charles Goodman
01/31/2013
Mr Yearsley, who formerly worked at Bristol-based Hargreaves Lansdown, said Charles Stanley’s new platform will be a success if it moves up to second position in the market in the next few years.
01/31/2013
The Q4 2012 performance figures for the ARC Private Client Indices and Charity Indices have been calculated.
01/31/2013
Quadruple hire powers near tripling in Vestra profits
As it reported on its financial performance, Vestra pointed to the challenging conditions. However, in a filing to Companies House, the firm appeared to have navigated these smoothly, highlighting growth in its client bank ‘at a good price’ an
01/31/2013
Signia's Robinson hire paves way for Leeds and Manchester arms
The expansion plans follow the boutique’s hire of former Schroders Private Banking boss Rupert Robinson for the newly created role of head of wealth management.
01/30/2013
The achievement of the maximum ‘5 Star’ Rating for multiple discretionary propositions across Defaqto’s two Discretionary Fund Management rating classes is a rare feat indeed.
01/30/2013
Seymour Pierce enters int’l asset management market
Until now, the company, which traces its roots back to 1845, has catered mainly for British investors
01/30/2013
Berry Asset Management has been announced as the winner of the ‘Best Innovation’ award at the inaugural ‘Portfolio Adviser Wealth Manager Awards’.
01/30/2013
When, more than one hundred years ago, George Gilbert Williams, president of the famously conservative Chemical Bank, was asked for the secret of his success, he replied: “The fear of God”. There’s nothing new under the sun!