03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
The group provided no further context for the outperformance.
03/30/2017
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/30/2017
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/29/2017
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
Chief executive Tony Dalwood says the firm’s aim is to produce sustainable and increasing profits through growth in AUM.
03/29/2017
The new research celebrates the growth of mid-sized family businesses around the world.
03/29/2017
This is thanks to our exceptional skills, business infrastructure, low cost base and global business network.
03/29/2017
Franklin Templeton and Carmignac give ground to Nordea , Robeco, and Pictet in key annual survey of a €2.8 trillion industry
03/29/2017
Fund Buyer Focus has published its brand rankings for asset managers in Europe
03/29/2017
Towry famously failed to uphold restrictive covenants in court and Tilney has tried to tie advisers into even stricter contracts.
03/29/2017
Brewin Dolphin is one of those major players.
03/29/2017
“Is the risk of doing something greater than the risk of doing nothing?”
03/29/2017
WHIreland recognised by sector consultants
03/28/2017
CPN Investment Management is our trunk line business, and now we have launched Equality Capital as our impact investing arm.
03/28/2017
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
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 has a history of passing on the benefits of scale