10/07/2012
Rathbones buys stake in HNW advice network
The stakes in the groups have been purchased from the founders of Vision and Castle, Roger Edwards and Paul Sweaton, and their spouses (the founders).
Wealth and Asset Management
10/07/2012
Associations launch wealth management charter of quality in Luxembourg
In an environment where regulation and compliance for the wealth management industry are playing an increasingly important role in client relationships, the Charter of Quality sets out in a single document the overall guiding principles of the private we
10/07/2012
Ashcourt Rowan to lock-in top talent with incentivisation plan
‘We already have a great team at Ashcourt Rowan and we want them, and those that choose to join us in future, to be as closely aligned as possible to what we are looking to achieve. I believe the plan we are putting forward will do just that.&r
10/07/2012
Shareholder activism changing corporate approach to Executive Remuneration
The consultancy, which advises Remuneration Committees on Executive Pay issues, has identified it as the single biggest executive remuneration trend in 2012.
10/07/2012
Paradigm to launch asset management business
Advisers in the Paradigm Partners network who choose to become restricted after the retail distribution review
10/07/2012
Seven IM targets £600k annual savings as it converts to LLP
The change to a LLP, which is subject to regulatory approval, is expected to be completed by the start of next year, with around 25% of staff becoming partners under the new structure.
10/04/2012
Ex-Brooks Macdonald duo join forces to launch wealth firm
‘We have already taken on a fair number of clients and expect to be cashflow neutral or positive by January,’ Keen said.
10/04/2012
Rothschild Europe partners with University of Parma to monitor real estate
According to the partnership, the two institutions will publish reports on the performance of real estate funds domiciled in Italy.
10/04/2012
Morgan Stanley: 'We have too many overpaid bankers'
The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.
10/03/2012
Millionaire Spotting – What Sets Them Apart from Other Investors?
Latest research from Phoenix Marketing International profiles the breadth of financial holdings of millionaires in the UK.
10/03/2012
Credit Suisse Advances to No 2 Prime Broker Worldwide
Credit Suisse has announce that it is now the second-largest prime broker globally, as recognized in the 2012 Hedge Fund Intelligence survey of assets in prime brokerage.
10/03/2012
Hargreaves Lansdown dominates the What Investment Readers' Awards 2012
Hargreaves Lansdown has swept aside all opposition in this year’s What Investment Readers’ Awards, netting a hat-trick of titles.
10/03/2012
Swiss wealth management boutique to acquire Clariden Leu (Europe)
The purchase price for the transaction will not be disclosed.
10/03/2012
Reading-based wealth management firm gets FSA OK
Mr Ronaldson said: “The initial acquisitions are proof of the strength of our proposition and a testament to the quality of the client-facing process that we have been building since we announced our formation and funding back in May.”
10/03/2012
Lloyds Remains Committed to Swiss Wealth Hub as Assets Decline
“Switzerland is a strategic priority, and it’s somewhere where we are investing,” Galley, who is based in Geneva, told reporters in Nyon, Switzerland today. “We’re not struggling at all.”
10/03/2012
UK Private Bank Joins London Stock Exchange
As a non-direct member firm Arbuthnot Latham will benefit from access to a network of major international financial organisations and listed companies.
10/02/2012
Fairbairn name dropped in Nedbank restructure
The name change is subject to regulatory approval.
10/02/2012
ARC Charity Indices - RESEARCH
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
10/02/2012
Barclays restructures its wealth management team
‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.
10/01/2012
Investec Wealth raises new client fees after de Broë integration
Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.