03/15/2017
Old Mutual Wealth creates Birmingham base with double acquisition
The deal terms include OMW Private Client Advisers taking on all liabilities for Premier’s past advice.
Wealth and Asset Management
03/15/2017
EFG expects fight with BTG Pactual over final BSI price
This has meant EFG has taken on fewer assets than hoped for when the deal was agreed.
03/15/2017
Popular event marks Exchange’s launch in Isle of Man
Mr Moulton welcomed guests to the event and he was joined by Treasury Minister Alf Cannan, MHK.
03/15/2017
Looking for clients that know they need insurance?
If they are unable to give HNWIs complete peace of mind, there are others in the industry that will gladly step up.
03/15/2017
Aberdeen's Kaloo to take over Frontier Markets trust as it scraps FOFs approach
Aberdeen also investing £10m in trust
03/15/2017
Jersey Finance and JFA welcome new fund product launch
Streamlined funds regime welcomed as enhancing Jersey’s competitiveness
03/14/2017
LGT Eyes Further Growth, Expansion
The bank said that its profit rose 9 percent on the year to 230 million Swiss francs.
03/14/2017
St James’s Places launches int’l investment plan in Hong Kong
SJP currently charges a fee of 6% if clients withdraw from their investment in the first year.
03/14/2017
LGT – The Most Asian of Liechtenstein's Banks
The Asian unit of LGT will have the company’s biggest share of assets under management by the summer
03/14/2017
Close Brothers first half profits grow by a fifth
The group reported a strong performance in the first half, with £134.2 million adjusted1 operating profit, 21% higher than the prior year period, and an RoE2 of 18.0%
03/14/2017
Beautiful 16th Century home of Victorian heiress to the Coutts banking dynasty who was once Britain’s richest woman goes on sale for £1.75million
The main thrust of her generosity was on improving the lives of the poor, which led to her developing relationships with Queen Victoria and Florence Nightingale.
03/13/2017
Liechtenstein private bank LGT reports 9 pct rise in net profit
The bank is optimistic about its business development in 2017 despite market uncertainties, LGT said in a statement.
03/13/2017
Bordier UK joins select band of DFMs available on the FundsNetwork platform
The strategies, which were recently made available via a strategic partnership with 7IM, can also be accessed via Ascentric, Aviva, Fusion, Nucleus, Novia, Praemium, Standard Life, Transact and Zurich.
03/13/2017
Standard Life's merger with Aberdeen Asset Management a bold gamble
Standard Life is taking on a lot of risk in its merger with Aberdeen Asset Management, according to Berenberg analysts.
03/13/2017
Horizon launches three new products
The launch signifies an important milestone in Horizon's development
03/13/2017
Schroders cash to allow adviser to go global
If we had done it ourselves it would have been years in the making.
03/13/2017
Huge gulf in fund managers responsible investment standards
Campaign Group ShareAction assessed fund managers on factors including information on fees, and shareholder engagement
03/12/2017
LGBT-friendly wealth management company targets Irish customers
Whereas people understand that some countries are anti-gay and don't want to visit them, what they sometimes don't realise is that their pension portfolios can be sending their capital to these countries.
03/10/2017
Christie’s to Close Second London Venue and Downsize Auctions in Amsterdam
The company is shifting its focus to online-only sales amid growing interest from buyers
03/10/2017
ScotGems trust launch requires key wealth managers backing
The ScotGems portfolio will hold between 20 and 30 positions in smaller companies across the globe