10/17/2016
Leeds-based wealth management company acquire London firm PQR
TPO was founded in Leeds in 2008 and launched its London base in 2013.
Wealth and Asset Management
10/17/2016
Harefield-based RGA joins Fairstone Group
Deal adds £65m funds under management
10/14/2016
7IM Paraplanner roadshows offer CPD
The first event took place at 7IM and the London Metal Exchange's offices.
10/14/2016
Man Group Jumps Most in Six Years After Net Inflows Surprise
The net inflows were driven largely by the appetite of institutional clients for our quant alternative and quant long only strategies.
10/13/2016
Ascot Lloyd mulls AIM listing to fund expansion plans
The independent advice firm is currently in talks with investors about the possible listing but would divulge no further details at this stage.
10/13/2016
Sanlam combines DFM and advice arms
The South African insurer says that the restructure is part of a plan to provide “holistic advice, investment and asset management” in the UK.
10/13/2016
Societe Generale says looking to cut workforce in Switzerland
The private banking activity of Societe Generale in Switzerland is considering reducing its workforce
10/13/2016
UBS/PwC Billionaires Report reveals billionaire wealth declining by $300 billion
Average billionaire wealth dropped from $4.0 billion to $3.7 billion
10/12/2016
Geneva's banks prepare for a tough 2017 with no Brexit bonus
The Geneva Financial Center, which represents more than 110 banks with 18,855 local employees at the end of 2015, found.
10/12/2016
Old Mutual receives approaches for UK operation
Analysts value British operation at £3bn to £4bn
10/12/2016
Brown Shipley buys Manchester wealth manager
With a heritage spanning over 200 years, Brown Shipley provides investment management, wealth management and private banking services to a range of clients.
10/11/2016
Hottinger Launches Its New International Multi Family Private Office, Building on 230 Years of Banking Legacy
The unique structure of this new multi-family office, where senior management and families are joint owners of the holding company, ensures interests are always aligned.
10/11/2016
Progeny launches discretionary investment management firm
Will offer bespoke and model portfolios
10/11/2016
Rowan Dartington AUM jump 25% year-to-date to break £1.5bn threshold
AUM up 60% over two years
10/11/2016
Old Mutual Wealth inflows fall 60% as it prepares for 2018 float
An update to the market published today indicated Old Mutual Wealth would still float in London by 2018 as originally planned.
10/11/2016
Crestbridge Luxembourg to act as manager in first RAIF platform
This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.
10/11/2016
St James’s Place Backs Janus Henderson With US$983 Million
Henderson asset manager, will acquire Janus Capital Denver based fund company
10/11/2016
Stealth wealth: inside the secretive world of wealth management
Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.
10/11/2016
OMGI’s Tonkinson: We are expanding our international footprint
He started out as an independent financial advisor at Towry Law, and spent the earlier years of his career at Prudential and Fidelity.
10/11/2016
Leeds-based Progeny launches new investment management firm
The new investment management firm offers a tailored investment solution, working with clients to navigate the financial markets by growing and preserving future wealth.