11/23/2016
Weathering the winds of change
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.
Wealth and Asset Management
11/23/2016
St. James's Place - "As inflation returns, political risk is further complicated"
“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
Julius Baer reveals record AUM
At the end of October, the number of RMs had grown to 1,376, a year to date net increased
11/22/2016
The U.K. Lost 15% of its Millionaires Because of Brexit
Number of dollar millionaires drops as pound, stocks rattled
11/22/2016
Vontobel Determined to Go It Alone
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
SCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiledSCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiled
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
11/21/2016
Private office eyes double office launch
The purchase was made to boost the firm’s presence in London.
11/21/2016
Vistra Celebrates 10 Years in UK and Continued Growth
2016 saw the successful rebrand of the Orangefield Group to Vistra, a milestone for the latter’s alternative investments division
11/18/2016
OMW advice business acquires third financial planning firm
The business hopes to have £1bn in assets under advice by the end of 2016.
11/18/2016
Close Brothers assets under management hit £8.2bn
The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.
11/18/2016
Valartis Group AG: Lifting of definitive moratorium due to successful recovery
The Board of Directors and the management of Valartis Group AG would like to take this opportunity to thank all their creditors for the patience they have shown and for their understanding and trust.
11/18/2016
Swiss bank trains staff to spot signs of dementia in clients
Julius Baer says industry needs to protect those suffering cognitive decline
11/17/2016
Mattioli Woods launches new fund
The firm said its new approach will make it as easy for clients to buy and sell structured products as ordinary shares.
11/17/2016
ABN Amro to sack 1500 jobs as it reports quarterly profit rises 19pc
The cost-income ratio, a measure of efficiency, worsened to 61.8 per cent at the end of the third quarter from 58.5 per cent a year ago.
11/17/2016
Societe Generale rebrands private banking division following Kleinwort Benson acquisition
Kleinwort Hambros is the combined businesses of Societe Generale Private Banking Hambros and Kleinwort Benson
11/17/2016
Responsible investment wealth management firm launches
It is clear that many clients are looking to achieve a greater level of positive impact with their wealth
11/17/2016
Investec Wealth & Investment hits £50 billion
Profits at the wealth arm, headed by Jonathan Wragg, rose 14.1% to £43.2 million, which Investec said was supported by higher than average funds under management and net inflows of £0.7 billion.
11/17/2016
Wealth manager focused solely on SRI launches in the UK
In response to demand for SRI focused management