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Wealth and Asset Management

11/17/2017

London & Capital launches wealth service for professionals

The team will be headed by head of UK Wealth Simon Tuck, who joined the company in May after spending seven years as head of wealth at Weatherby's private bank.

11/16/2017

Close Brothers Asset Management boosts assets

As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.

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

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.

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