07/26/2017
Brewin Dolphin posts record third-quarter income
In a bid to transform itself from an old-fashioned stockbroker to a modern wealth manager, Brewin has spent the past few years increasing its focus on discretionary fund management.
Wealth and Asset Management
07/26/2017
UK Platform Awards 2017 - Platform and provider shortlists revealed
Now in their 11th year, the awards - which are run in association with Professional Adviser and will be hosted by BBC journalist Kate Silverton - will be held at the London Hilton on Park Lane on 26 September.
07/26/2017
Wealth manager and adviser finalists for Growth Investor Awards announced
Our second set of finalists recognises both individual financial advisers and wealth management companies
07/26/2017
Cayman Finance promotes Cayman in UK
This visit was the first international joint venture between Cayman Finance and the new Minister of Financial Services, Tara Rivers.
07/25/2017
WH Ireland’s Buchanan on ‘drawing a line under the past’
The group's total revenue rose 24% from £11.96 million to £14.87 million year-on-year.
07/25/2017
Julius Baer looks to expand in UK as Brexit spurs rivals to scale back
Swiss private bank reports a strong first-half year increase in assets under management
07/25/2017
Sanlam UK completes 850 mile charity cycle ride for CASCAID
The “Great Sanlam Cycling Challenge” led by CEO Jonathan Polin saw team members cycle 850 miles across the country, visiting all 12 of Sanlam UK’s regional offices along the way.
07/25/2017
Rathbones reports strong H1 but warns of regulatory impact to future profits
Underlying operating expenses of £99.1 million (2016: £84.9 million) increased 16.7% year-on-year
07/25/2017
Tilney for Professionals surpasses £2bn AUM
The team rebranded to Tilney for Professionals earlier in the year
07/25/2017
Estera extends global reach into Luxembourg with acquisition
Headstart’s Managing Directors, Christophe Gaul and Manuel Mouget, will continue to lead the business.
07/25/2017
Bath IFA rebrands following merger
It has also recruited chartered financial planner and pensions specialist Mike Bond
07/25/2017
“Universally liked” former company secretary of Aberdeen Asset Management dies aged 70
Just before he returned to Scotland, he was given the “Freedom of the City of Houston”, an honour which he cherished.
07/24/2017
Deutsche Asset Management launches research institute
Mifid II forces fund managers to reduce their reliance on external research providers
07/24/2017
Rothschild banking dynasty enters seventh generation
Who has his eyes firmly fixed on preserving and extending the legacy.
07/24/2017
WH Ireland increases revenue
The Private Wealth Management division has continued to develop its client proposition around advice and fee related business.
07/24/2017
Europe’s top private banks boost UK operations
Sunny outlook contrasts with bleaker sentiment among investment houses
07/21/2017
Close Brothers Asset Management boosted by 'strong' inflows
The group will report results for the year to 31 July 2017 on 26 September 2017.
07/20/2017
Wealth managers targeted to boost protection sales
While mortgage advisers currently make up a large proportion of protection product distribution, the section of the market occupied by wealth managers is comparatively small, he explained.
07/20/2017
Smith & Williamson posts profit increase
The group's operating income was also on the rise
07/19/2017
Issues resurface with DFMs using in-house products
There isn’t an effective way to benchmark these portfolios and assess them.