08/14/2018
The acquisition adds a further $24 billion in assets under administration to the Group's portfolio and is a strong strategic and cultural fit given its independent business model and focus on delivering a personal approach customer service.
08/14/2018
Jersey-based First Names Group provides private client, corporate, and fund services.
08/14/2018
‘What’s a trust?’ asks one investigator
08/13/2018
Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.
08/13/2018
So-called ‘redemption gates’ act as a safety measure, but they can they damage relationships with clients
08/13/2018
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Sector hunts for areas of growth after years of restructuring and regulatory issues
08/10/2018
JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.
08/10/2018
The winners will be announced at a ceremony in London on the 23rd January 2019.
08/10/2018
Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him
08/09/2018
Broughtons’ management team will be retained by Mattioli Woods following the acquisition.
08/09/2018
STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.
08/09/2018
“Barclays is committed to meeting the needs of wealthy clients and those aspiring to become wealthier."
08/08/2018
Today’s results show a 2 per cent increase in assets under management and administration from 31 December 2017 to £116.5bn, which the company attributes to net flows of £2.2bn.
08/08/2018
The addition of the managed portfolios to the 7IM platform marks the tenth platform through which advisers can access Charles Stanley managed portfolios and was predominantly in response to demand from advisers.
08/07/2018
Assets under administration rose 16% to £91.6bn
08/07/2018
Rebecca Tearle is one of a batch of new, younger recruits the firm is taking on, as it hopes to expand.
08/07/2018
The group also recorded a 2.6 per cent drop in assets under management and administration to £610bn over the six months to end-June.
08/06/2018
A number of money managers running alternatives strategies said they are picking up interest from, and consequently working hard to adapt, to new interest from high-net-worth individuals.
08/06/2018
The Rowan Dartington discretionary fund management business had client assets of £2.1bn at the end of 2017, and to £2.3bn at the end of June 2018.