11/07/2019
Top 100 financial advisers revealed
It is now based on a larger amount of data than in previous years, so that the final result is based on a truer picture than on just gross sales.
Wealth and Asset Management
11/07/2019
Coutts London Prime Propert Index | Q3 2019
A weak summer has seen prime property prices back where they started at the beginning of the year.
11/06/2019
Dolfin launches Private Investment Club
We have assembled a strong team for private investments, with collective expertise ranging from former entrepreneurs to venture capital and private equity professionals.
11/06/2019
Brooks Macdonald lowers ongoing charges for Platform Managed Portfolio Services
By targeting a lower OCF for our Platform Managed Portfolio Service, we are providing an offering to advisers to deliver for their clients in a way that aims to ensure the total cost to the end client remains competitive.”
11/06/2019
Vontobel says advised client assets rise to record
In total, the net inflow of new money generated by Vontobel for the last nine months was over its 4-6% target range," it said in a statement, adding that overall results for first nine months of 2019 exceeded those of the prior-year period.
11/05/2019
Edmond de Rothschild chief warns private banks face crisis
Vincent Taupin puts blame on negative interest rates for problems facing industry
11/05/2019
JH&P enjoys record year for awards
It was named ‘Wealth Manager of the Year’ at the Portfolio Adviser Wealth ManagerAwards
11/05/2019
Footballer launches Edinburgh wealth firm with SJP
Former Hearts and Partick Thistle defender Conrad Balatoni has launched his own business as a representative of St James’s Place
11/04/2019
Corsair-backed Zedra Group buys LJ Fiduciary
The deal adds nearly 50 new staff to ZEDRA’s existing headcount of over 500 industry experts across 13 countries, spanning Asia, Oceania, the Americas and Europe.
11/04/2019
Wealth consolidator makes eighth acquisition of the year
AFH says the pair will retire once the acquisition completes, meaning that all current Groom Associates clients will now be serviced by existing AFH advisers.
11/04/2019
City ‘Superwoman’ to revive Bramdean investment business
Nicola Horlick plans to raise £10bn over the next five years, initially targeting insurers
11/01/2019
Schroders completes acquisition of majority stake in BlueOrchard
“Impact investing will be a mega trend, as our clients want to use their assets to do more than just earn returns and Schroders is now at the leading edge of this.”
11/01/2019
Lombard Odier celebrates thirtieth anniversary of its Vevey office
Our Vevey office pursues our primary mission of preserving and growing the assets of our clients, while fostering a long-term close relationship based on trust
11/01/2019
Intertrust completes acquisition of ABN AMRO’s Escrow & Settlement business
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
11/01/2019
Brewin Dolphin Boosts Irish Presence As Completes Investec Wealth Buy
Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.
11/01/2019
Intertrust completes acquisition
Following closing of the deal, ABN AMRO’s Escrow & Settlement business will be integrated and rebranded into Intertrust.
10/31/2019
Van Lanschot Kempen trading update: third quarter 2019
This will take the amount we’ll have paid to shareholders since 2016 to a total of over €330 million, in the shape of dividends and capital returns.
10/31/2019
EFG International opens advisory office in Dubai
EFG is also announcing the appointment of Sascha Pietrek, who will head EFG’s Dubai presence
10/31/2019
Lloyds profits plummet as PPI pain hits and COO quits
In an end of third quarter statement to the markets, Lloyds Banking Group boss António Horta-Osórioario said he was 'disappointed' by the impact of Payment Protection Insurance compensation on the company's balance sheet.
10/31/2019
Rhodes Wealth Management doubles clients after merger
“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."