02/05/2013
Wealth tax removal sees sharp rise in Swedish repatriations
The tax was removed by the governing coalition in 2007
Wealth and Asset Management
02/05/2013
Survey shows where wealth managers are most bullish
Reveals that investors are increasingly moving away from taking a regional approach to emerging markets.
02/05/2013
Heartwood Wealth gets new owner
“Handelsbanken is steadily growing and maturing in the UK, particularly amongst customers with high requirements for qualified asset management. This acquisition makes it possible for us to widen our offering to current and future customers,”
02/05/2013
Hargreaves Lansdown profit up 30%, lifts dividend
Operating profit GBP92.1 million
02/05/2013
Euromoney publishes 10th annual Global Private Banking Survey – UBS returns to the top
The private banking industry has had to modernize as never before to keep pace with the global needs of clients, new regulation and rebuild trust.
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
UBS overhaul bearing fruit despite hefty quarterly loss
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion
02/04/2013
Can Old Mutual Global Investors become a top 5 player in the UK?
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
European average household financial wealth declines - RESEARCH
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
UK's wealthy investors pile into US real estate
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
AWD picks Standard Life Wrap for HNW clients
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
Charles Stanley aims for second spot in platform market
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
ARC Private Client Indices and Charity Indices
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