05/26/2015
Fidelity's Wright: M&A has shrunk options in wealth manager space
Fidelity’s Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up
Wealth and Asset Management
05/26/2015
WMA: Scrap RDR definition of independence
The Wealth Management Association has attacked the "failure" of the RDR to clearly define 'independent' advisers and suggested MiFID II's description would be a better suggestion
05/25/2015
Carlisle UTD Trust Not Told Identity of 'Billionaire' Investor
The trust have been continuing to press United for information on the approach which has caused Lapping’s plans to be put on hold.
05/22/2015
UK wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
Jersey described as ‘one of the first and best’ in shaping transparency landscape at London conference
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
Capita Asset Services named as one of Top 25 Trust Companies 2015
"Receiving this accolade reflects our commitment to providing clients with a first class service. Being in the Top 25 is a testament of the hard work by our teams and it both recognises and reinforces our reputation of being an experienced and relia
05/22/2015
Prosperity IFA looks to expand
Mr Munday said the firm was also planning to move to new premises within 200 yards of its existing base
05/21/2015
Another Sipp firm partners with alternative lender
Mattioli Woods is set to partner with a peer-to-peer lender, in the latest example of the alternative lending option being made available within a pensions wrapper.
05/21/2015
Steve Hilton on banks: right problem, wrong answer
Pay bankers like civil servants and they will soon start running banks like government departments
05/21/2015
Profile: The Brewin & Barclays alum bringing the City to Brighton
Though called Brighton Capital Management, the firm is currently located a five-minute train journey away from the city
05/21/2015
BNP Paribas IP launches fund for recently added global equity team
The fund will typically hold 40 positions and have a high active share of around 90%, and a tracking error of 4-8%
05/21/2015
OYSTER Absolute Return ranked Nr 1 in the Netherlands over 3 years
The OYSTER SICAV is a Luxembourg domiciled UCITS managed by SYZ Asset Management (Luxembourg) SA.
05/21/2015
Old Mutual Wealth sees sales go up at Intrinsic
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
UK Wealth manager to launch trio of income funds
Wealth manager is preparing to launch three income funds in a bid to attract pension savers.
05/20/2015
Wealth managers should internationalise their qualifications - Lord Mayor of London
The Rt. Hon. the Lord Mayor of the City of London Alan Yarrow while in Sri Lanka visited the Colombo Stock Exchange (CSE) on May 18 and took part in the Market Opening Ceremony
05/20/2015
IFA in war of words with Old Mutual
An IFA has accused Old Mutual Wealth of unprofessionalism in a war of words, after the fund management group refused a client’s transfer request, which he claims led to him losing the client.
05/19/2015
From Next Door to Harrods, Oldest U.K. Islamic Bank Plots Growth
The exclusive branch, which is located opposite the famous Harrods department store, will provide Gulf Co-operation Council clients with exclusive private banking services.
05/19/2015
Luxembourg private bank opens Hong Kong office
Banque Degroof Luxembourg SA announced today (May 19) that its subsidiary Degroof Asset Management (HK) Limited has recently been approved by the Securities and Futures Commission to provide asset management services for investment funds.
05/19/2015
QIB-UK offers investment solution for London properties
With London increasingly becoming a favourite destination for Qatari nationals for business, investment, educational or personal purposes