12/07/2015
The Rathbones Charity Symposium 2016 has been announced
The Charity Symposium, aimed at charity trustees and their advisers, takes ‘Legacy: securing the future’ as its central theme.
Wealth and Asset Management
12/07/2015
UK wealth Manager quits Investment Association and other trade bodies
“Of course we will continue to play an active role on industry issues and will review our position regarding membership of the various professional bodies as appropriate.”
12/07/2015
RBS said to plan cost cuts at Coutts UK in first half of 2016
"Following the sale of our international business we are now focused on streamlining our processes and propositions to improve efficiency and ensure our business better meets the needs of our clients," RBS said in an e-mailed statement on Monday
12/07/2015
Training, transport need to be at heart of devolution
POLICIES to boost the transport system, training and education are vital parts of any regional devolution settlement, according to an influential economist.
12/06/2015
20 years on, but will fortune still favour the brave at Aberdeen Asset Management?
Over the past 20 years, taking account of dividends, investors have enjoyed overall returns of 981 per cent
12/06/2015
Why Harrods Estates Asset Management is consulting in Poland
There is arguably no more English name is estate agency than Harrods Estates, which is a sister company to the famous London department store.
12/06/2015
BTG Pactual pushes to sell credit portfolios
Joe Leahy in São Paulo and Martin Arnold and Patrick Jenkins in London
12/04/2015
Wealth boutiques to merge
The combined business will offer discretionary, advisory and execution-only services. The core offering will be bespoke management.
12/04/2015
You’re hired! What wealth firms look for in candidates
Graham Coxell, executive chairman of Rowan Dartington, highlights the strength of a potential hire’s relationships with their clients
12/03/2015
Aberdeen eyes takeover of £25bn bond manager - report
Comes despite £34bn outflows
12/03/2015
Brewin Dolphin shrugs off threat of robo-advisers as it looks to grow financial advice business
Wealth manager believes it can grow despite the rise of computerised financial help
12/03/2015
Raymond James to Acquire the US Private Client Services Unit of Deutsche Asset and Wealth Management
“Consistent with our growth strategy, this well-respected unit meets our highly selective parameters for cultural and strategic fit, ability to integrate and value,” said Raymond James CEO Paul C. Reilly. “
12/03/2015
Luxembourg plots to steal London’s financial crown
The tiny nation wants to become “the European location of choice” for global financial services firms, and is already the biggest centre for fund management in the EU
12/02/2015
NORTH West accountancy firm expands wealth management division with acquisition
"This deal enables me to enjoy a capital event now whilst remaining very active in the business. It secures the future of the business for its clients and key staff from our existing location.
12/02/2015
Northern Trust Enhances Global Brokerage Capabilities
Strengthens global trading and transition management services
12/02/2015
Aberdeen Targets £25bn Bond Manager Rogge
Aberdeen is pursuing the deal even as client redemptions accelerate amid weakening emerging markets sentiment, Sky News learns.
12/01/2015
Seasonal slips - St. James's Place
European stocks were boosted by hopes that the European Central Bank (ECB) will increase easing measures and possibly lower rates at its meeting this week, which will offer a timely boost to the eurozone’s most heavily-indebted countries.
12/01/2015
Private equity firm backs wealth firm launch
He will be joined by Monika Kolarich
12/01/2015
Close Brothers Asset Management targets HNWs with DB pension service
This dedicated service is designed to meet increasing demand, helping employers and Defined Benefit (DB) scheme trustees to ensure members make an informed choice around transferring into Defined Contribution (DC) pension schemes.
12/01/2015
Intesa Eyes London’s Rich Italians as Money Shifts From Zurich
Intesa will seek to initially manage the money of the richest among Italy’s 500,000 expatriates living in the U.K., before opening branches in New York and Hong Kong.