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
Wealth and Asset Management
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.
11/18/2016
Close Brothers assets under management hit £8.2bn
The Banking division performed strongly in the first quarter with continued good growth in loan book and profit.
11/18/2016
Valartis Group AG: Lifting of definitive moratorium due to successful recovery
The Board of Directors and the management of Valartis Group AG would like to take this opportunity to thank all their creditors for the patience they have shown and for their understanding and trust.
11/18/2016
Swiss bank trains staff to spot signs of dementia in clients
Julius Baer says industry needs to protect those suffering cognitive decline
11/17/2016
Mattioli Woods launches new fund
The firm said its new approach will make it as easy for clients to buy and sell structured products as ordinary shares.
11/17/2016
ABN Amro to sack 1500 jobs as it reports quarterly profit rises 19pc
The cost-income ratio, a measure of efficiency, worsened to 61.8 per cent at the end of the third quarter from 58.5 per cent a year ago.
11/17/2016
Societe Generale rebrands private banking division following Kleinwort Benson acquisition
Kleinwort Hambros is the combined businesses of Societe Generale Private Banking Hambros and Kleinwort Benson
11/17/2016
Responsible investment wealth management firm launches
It is clear that many clients are looking to achieve a greater level of positive impact with their wealth
11/17/2016
Investec Wealth & Investment hits £50 billion
Profits at the wealth arm, headed by Jonathan Wragg, rose 14.1% to £43.2 million, which Investec said was supported by higher than average funds under management and net inflows of £0.7 billion.
11/17/2016
Wealth manager focused solely on SRI launches in the UK
In response to demand for SRI focused management
11/17/2016
Julius Baer banks on new hires to spur growth
Of the new hires, 115 were via recruitment and 44 came through two acquisitions announced earlier in the year.
11/17/2016
Guernsey launches new regime for Private Investment Funds
By constructing a new regime for Private Investment Funds, the GFSC has demonstrated its commitment to the continual evolution of this important sector for the island.
11/17/2016
Old Mutual Wealth swoops on advice firm
The acquisition of JW will add £100 million in assets under advice bringing it closer to Old Mutual Wealth Private Clients' stated aim of having over £1 billion and over 40 advisers by the end of the year.
11/17/2016
Santander buys back asset management arm, mulls Allfunds sale
Becomes sole owner of AM business
11/17/2016
Ethical wealth firm partners with LGT Vestra for launch
David Scott, managing partner at LGT Vestra, added: 'It is clear that many clients are looking to achieve a greater level of positive impact with their wealth.