11/29/2016
St. James’s Place – “Politics looms large"
Pity the forecasters: criticised and confounded
Wealth and Asset Management
11/28/2016
Thomas Fedier: What Sets a Truly Successful Wealth Manager Apart
Essentially the requirements are there to provide work to unemployed lawyers.
11/28/2016
Wealth management boutique launches in Harrogate
Initially with a team of three, the aim is to grow the boutique firm by offering a niche service that rivals the larger national firms.
11/28/2016
Aberdeen Asset Management sees profits dive to £352.7m
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Old Mutual Wealth veteran launches boutique
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/24/2016
Charles Stanley sees benefits of turnaround strategy as profits climb 80%
The figure is quite an uplift from the decline in revenues reported earlier this year
11/23/2016
A Review of Nedbank Private Wealth
Nedbank Group is owned by the Fortune 500 company Old Mutual; its offshore subsidiary enjoys a AAA rating from the Isle of Man.
11/23/2016
Tavistock Investments proposes acquisition
Tavistock Investments intends to raise up to £2.1m
11/23/2016
Weathering the winds of change
The top of the table follows a familiar pattern to previous instalments, with St James’s Place and Hargreaves Lansdown occupying first and second positions respectively for the third year running.
11/23/2016
St. James's Place - "As inflation returns, political risk is further complicated"
“I am more concerned about the political risk in Europe than what is likely to happen under Trump”, says Neil Woodford of Woodford Investment Management - a St. James’s Place fund manager
11/22/2016
Julius Baer reveals record AUM
At the end of October, the number of RMs had grown to 1,376, a year to date net increased
11/22/2016
The U.K. Lost 15% of its Millionaires Because of Brexit
Number of dollar millionaires drops as pound, stocks rattled
11/22/2016
Vontobel Determined to Go It Alone
In his lifetime, there was no doubting that the owners would fight for the bank's independence come what may – fending off potentially interested parties such as Raiffeisen cooperative bank.
11/22/2016
SCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiledSCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiled
In top position is Alan and Gina Miller
11/21/2016
Walker Crips profits almost vanish
“Specifically we have invested significantly in compliance resources and client-facing systems and will continue to do so.”
11/21/2016
Advice firm's boutique partners with Winterflood
WBS will support Progeny Asset Management with the provision of bespoke and flexible dealing
11/21/2016
Private office eyes double office launch
The purchase was made to boost the firm’s presence in London.
11/21/2016
Vistra Celebrates 10 Years in UK and Continued Growth
2016 saw the successful rebrand of the Orangefield Group to Vistra, a milestone for the latter’s alternative investments division
11/18/2016
OMW advice business acquires third financial planning firm
The business hopes to have £1bn in assets under advice by the end of 2016.