11/15/2016
Bedell Trust's Business Continues its Evolution
As a fully independent business, we are now even better positioned to provide our clients with the very highest standards of service.
Wealth and Asset Management
11/14/2016
UK Stewardship Code: FRC grants KBI Global Investors Tier 1
Announces the results of its fund manager assessment programme
11/14/2016
Aberdeen IFA takes assets to £250m with acquisition
The company currently have four members of staff, including Brydon, all of whom will join McHardy with immediate effect.
11/10/2016
No Laptop, No Phone, No Desk: UBS Reinvents the Work Space
There are no laptops to lug around, and their phone numbers follow them from desk to desk or to their mobile devices.
11/10/2016
Schroders takes stake in technology provider
Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.
11/09/2016
UK wealth managers show support for automated services
Wealth managers believe the demand they currently experience for automated investment services will increase in the next two years
11/09/2016
Wealth managers sit tight as election dip underwhelms
Healthcare and defence were the immediate winners at sector level
11/09/2016
Who are the Rothschilds? And are they really behind all major global events?
The Rothschilds are one of the most powerful dynasties in the world
11/08/2016
Quilter Cheviot announces partnership with Transact
The Quilter Cheviot MPS provides a range of discretionary investment portfolios which offer clients diversified exposure to global financial markets.
11/08/2016
Are wealth managers blocking property fund reform?
Moves to reform open-ended property funds after their second crisis in a decade are underway but some wealth managers are resisting.
11/08/2016
Old Mutual Wealth appoints Infrared to activate England Rugby sponsorship at Twickenham
UK’s leading wealth management business appoints global experience marketing agency to deliver hospitality and ticket management programme
11/08/2016
CI Expert made available to SJP partners
The service utilises an extensive statistical database to evaluate competing plans and generates a detailed analysis by condition of both current and existing plans.
11/08/2016
Swiss Stability The Antidote to Uncertain Market Conditions?
Credit Suisse reports the Swiss economy is set to expand by 1.5% in 2017.
11/07/2016
Demand grows for private banking as banks shut down branches - but how rich do you have to be to qualify?
It has just increased the number of staff dedicated to the service by a third.
11/07/2016
The Big Interview: Duncan Gourlay of Weatherbys Private Bank
The private bank arm launched in 2006, open to individuals with a net worth of more than £3 million or an annual income in excess of £300,000.
11/07/2016
HSBC in crisis as profits drop 86 per cent amid calls for criminal tax probe
The bank's announcement comes after it was revealed the sale of its Brazilian unit cost it £1.4bn.
11/06/2016
Old Mutual AM: ‘The Federal Reserve will raise rates in December’
CEO dismisses passive investing and won’t reveal his choice for the next US president
11/06/2016
The Americans are coming — lock up your funds
Asset managers in the US are looking to London
11/04/2016
Equilibrium sees turnover soar
The financial planning specialist now looks after more than 850 families and manages over £595m worth of assets.
11/04/2016
Van Lanschot reports AUM up
Despite the typically lower client trading volumes over the summer, commission income was stable compared with the first two quarters of 2016.