11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year
Wealth and Asset Management
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.
11/15/2017
AFH To Raise £15 Million To Fund Consolidation Spree
AFH Financial Is Looking To Raise £15 Million For Its Next String Of Acquisitions
11/15/2017
Bank of China opens private banking arm in London
Many people from these wealthy Chinese families end up studying or investing in the UK.
11/15/2017
Consolidator AFH ups latest share issue to £17.5m
Will have £20m war chest
11/14/2017
SCM launches digital platform to offer Mifid-compliant transparency
The firm will also reduce its fees and minimum investment level.
11/13/2017
Wealth consolidator seals £2 million deal for Essex firm
This first purchase of an IFA business during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
11/13/2017
Global leader in wealth structuring solutions announces acquisition
The acquisition is subject to regulatory approval and is expected to complete in 2018.
11/13/2017
Independent asset manager expands to Italy
Was first established in 2009 by Alida Carcano and Dario Micheli in Lugano.
11/13/2017
Gérard Cohen One of the Most Successful Bankers in the World, He Is the Founder of the International School of Monaco
He has remained involved in the school since its foundation, and is currently Chairman of the Board of Trustees.
11/10/2017
Investec W&I Launches Private Office
Investec W&I Is Seeking To Expand Its Reach In The High Net Worth Market With The Launch Of A Private Office
11/10/2017
Made In The Midlands: The Growth Of Boutique BRI Wealth Management
Wealth management Within The Midlands Has Been Healthy
11/09/2017
Behind the scenes at the ‘Oscars of finance’
It was a night to remember and Gatsby-like glitz, writes Olenka Hamilton
11/09/2017
SJP chief praises 'admirable' variable fund fees
Fidelity recently announced investors would be charged based on a fund's performance.
11/08/2017
St. James's Place Academy celebrates its latest graduates
The St. James’s Place Academy seeks to bridge this gap, by producing the next generation of educated, ethical and committed wealth managers.
11/08/2017
Spear’s Crowns Top HNW Advisers Of 2017
Spear’s Rolled Out The Red Carpet For The Crème De La Crème Of London’s Wealth Management World
11/08/2017
How Deutsche Bank’s high-stakes gamble went wrong
Over two decades, the institution went from sleepy German lender to the world’s largest bank — only to plummet into a downward spiral that some claim has left it ‘beyond repair’
11/07/2017
Indosuez Wealth Management to acquire Banca Leonardo, a leading wealth manager in Italy
The acquisition will bring a client portfolio predominantly composed of High Net Worth Individuals.
11/07/2017
Hawksmoor IM Funds Under Management soar through £1 billion
Hawksmoor was launched by CEO John Crowley in 2008, and has built a strong reputation along with a rapidly expanding client base.
11/07/2017
Wealth Manager makes another acquisition
The acquisition adds £33m of assets under advice to the national financial planning business