11/28/2016
Our investment teams have remained dedicated to following our fundamental investment processes in pursuit of consistent long term performance and we have seen a recovery in equity performance.
11/28/2016
Harrogate Wealth Management will offer retirement and tax planning services
11/25/2016
Where next for discretionary wealth management?
Transitioning to discretionary management has helped stabilise flows for the majority of UK listed managers
11/24/2016
The figure is quite an uplift from the decline in revenues reported earlier this year
11/23/2016
Nedbank Group is owned by the Fortune 500 company Old Mutual; its offshore subsidiary enjoys a AAA rating from the Isle of Man.
11/23/2016
Tavistock Investments intends to raise up to £2.1m
11/23/2016
The top of the table follows a familiar pattern to previous instalments, with St James’s Place and Hargreaves Lansdown occupying first and second positions respectively for the third year running.
11/23/2016
“I am more concerned about the political risk in Europe than what is likely to happen under Trump”, says Neil Woodford of Woodford Investment Management - a St. James’s Place fund manager
11/22/2016
At the end of October, the number of RMs had grown to 1,376, a year to date net increased
11/22/2016
Number of dollar millionaires drops as pound, stocks rattled
11/22/2016
In his lifetime, there was no doubting that the owners would fight for the bank's independence come what may – fending off potentially interested parties such as Raiffeisen cooperative bank.
11/22/2016
In top position is Alan and Gina Miller
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
The purchase was made to boost the firm’s presence in London.
11/21/2016
2016 saw the successful rebrand of the Orangefield Group to Vistra, a milestone for the latter’s alternative investments division
11/18/2016
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