11/30/2016
St James’s Place has expanded its presence in Asia as it moves from servicing expats and looks to target the region's high net-worth individuals (HNWIs), said Mike Gravestock, partnership director for Asia and international.
11/29/2016
But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.
11/29/2016
Amundi confirmed its interest in mid-October but at the time denied the valuation levels attributed to Pioneer in reports.
11/29/2016
Pity the forecasters: criticised and confounded
11/28/2016
Thomas Fedier: What Sets a Truly Successful Wealth Manager Apart
Essentially the requirements are there to provide work to unemployed lawyers.
11/28/2016
Wealth management boutique launches in Harrogate
Initially with a team of three, the aim is to grow the boutique firm by offering a niche service that rivals the larger national firms.
11/28/2016
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/24/2016
The figure is quite an uplift from the decline in revenues reported earlier this year
11/23/2016
Nedbank Group is owned by the Fortune 500 company Old Mutual; its offshore subsidiary enjoys a AAA rating from the Isle of Man.
11/23/2016
Tavistock Investments intends to raise up to £2.1m
11/23/2016
The top of the table follows a familiar pattern to previous instalments, with St James’s Place and Hargreaves Lansdown occupying first and second positions respectively for the third year running.
11/23/2016
“I am more concerned about the political risk in Europe than what is likely to happen under Trump”, says Neil Woodford of Woodford Investment Management - a St. James’s Place fund manager
11/22/2016
At the end of October, the number of RMs had grown to 1,376, a year to date net increased
11/22/2016
Number of dollar millionaires drops as pound, stocks rattled
11/22/2016
In his lifetime, there was no doubting that the owners would fight for the bank's independence come what may – fending off potentially interested parties such as Raiffeisen cooperative bank.
11/22/2016
In top position is Alan and Gina Miller
11/21/2016
Walker Crips profits almost vanish
“Specifically we have invested significantly in compliance resources and client-facing systems and will continue to do so.”
11/21/2016
Advice firm's boutique partners with Winterflood
WBS will support Progeny Asset Management with the provision of bespoke and flexible dealing