03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
Wealth and Asset Management
03/30/2017
Hargreaves founder backs UK fund manager launch
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
BlackRock’s Swan expands role as three managers exit
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Harwood Wealth Management to raise £10m to fund acquisitions
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/29/2017
Equiom makes landmark move into UK
Sixty-four staff members will join the Equiom team with immediate effect and the company will begin the process of rebranding to Equiom in April 2017.
03/29/2017
Gresham House AUM rises 50% in 2016
Chief executive Tony Dalwood says the firm’s aim is to produce sustainable and increasing profits through growth in AUM.
03/29/2017
Citi Private Bank Teams with Campden Wealth to Produce Top 50 Global Challengers Study
The new research celebrates the growth of mid-sized family businesses around the world.
03/29/2017
Genpact expansion in Glasgow brings 300 jobs
This is thanks to our exceptional skills, business infrastructure, low cost base and global business network.
03/29/2017
Rankings shake-up for top 10 fund managers
Franklin Templeton and Carmignac give ground to Nordea , Robeco, and Pictet in key annual survey of a €2.8 trillion industry
03/29/2017
Top 10 asset management brands in Europe
Fund Buyer Focus has published its brand rankings for asset managers in Europe
03/29/2017
Towry court case casts shadow over Tilney adviser exits
Towry famously failed to uphold restrictive covenants in court and Tilney has tried to tie advisers into even stricter contracts.
03/29/2017
A wealth of knowledge and industry expertise reaps rewards for Brewin Dolphin
Brewin Dolphin is one of those major players.
03/29/2017
SEI’s Williams: The need for advice is greater than ever, but so are the costs
“Is the risk of doing something greater than the risk of doing nothing?”
03/29/2017
Transparency award for wealth managers
WHIreland recognised by sector consultants
03/28/2017
Why CPN launched an LGBT wealth specialist
CPN Investment Management is our trunk line business, and now we have launched Equality Capital as our impact investing arm.
03/28/2017
The Many Hats of the Modern Wealth Manager
The research reveals that to counter the challenging market conditions, younger investors are turning to proven asset protection and investment structures – like life assurance – to safeguard their wealth.
03/28/2017
Salamanca Group announces Trust & Fiduciary management buyout
The business has grown to administer and oversee US$10 billion of financial and non-financial assets, on behalf of wealthy families around the world.
03/28/2017
Baillie Gifford shifts Monks trust to tiered fee structure
Baillie Gifford has a history of passing on the benefits of scale