11/19/2012
London & Capital has entered into a partnership agreement with Warwickshire-based financial planning firm, ‘MPA Financial Management’, to provide a comprehensive range of outsourced, discretionary managed investment solutions.
11/19/2012
The transaction took place on 19 November and was worth around £4 million based on yesterday’s closing price of £12.25.
11/19/2012
Company to bring two existing equity strategies to the IFA market.
11/18/2012
The lender expects to complete the integration by 2013
11/18/2012
Northern Trust Integro Helps Clients Increase Transparency into Portfolio Holdings
11/18/2012
Swiss Private Investment Office is further step in international expansion
11/18/2012
The two firms being brought on board are Magellan Asset Management, based in Australia, and Edgepoint, based in Canada.
11/18/2012
The bank has completed a significant restructure of its Irish business from a traditional retail bank to a specialised bank focussing on corporate and private clients
11/15/2012
Taxpayer-backed bank's chairman seeks out-of-court deal with Air Miles tycoon on Coutts mis-selling allegations, Sky News learns.
11/15/2012
Barclays Wealth has revealed its post-RDR charging structure with a new rate card for advisory clients.
11/15/2012
The year-to-date underlying net profit, which excludes separation and integration-related expenses, rose 22%
11/14/2012
This includes the launch of a new wealth management proposition, its restricted advice service and new mortgage-related services.
11/14/2012
International funds manager to acquire portfolio of businesses in wealth management
The company has announced that it has commenced due diligence on the acquisition of a portfolio of businesses in wealth management
11/14/2012
Balance sheet remains strong, with a Tier 1 ratio of 22% in our Wealth Management operations and a strong liquidity position underpinned by our prudent treasury investment policy.
11/14/2012
Veritas Asset Management UK is to split its fund management arm from its private client business as part of a corporate reorganisation.
11/14/2012
Swiss private bank Julius Baer Group AG reported a 10% annual increase in assets under management by the end of October, due to new net money inflows and positive bond and equity markets.
11/13/2012
BRB, which has been based at its current location in Etruria since 2001, believes the deal will enable it to consolidate its position as one of Stoke's largest financial advisers.
11/13/2012
Under the direction of Tony Overy, Saunderson has so far attracted 85 new clients this year and the group expects to continuing pulling in clients with its business in good shape ahead of the retail distribution review.
11/13/2012
Liontrust Asset Management has reported net inflows of £189m in the six months to 30 September.
11/12/2012
Quilter has today announced that it has signed an agreement with fellow independently owned discretionary investment firm Cheviot Asset Management to combine their two businesses.