04/30/2014
FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland
The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.
04/30/2014
Excellent fit of advisory business for UHNW private clients across EMEA and Latin America
04/30/2014
AXA Elevate, headed by managing director is David Thompson, assets rose 41% to £7.5 billion, up from £5.3 billion reported for 2012.
04/29/2014
‘Rising star’ on UK wealth management scene awarded again
A Bristol based rising star has been named in Citywire’s Top 30 Under 30.
04/29/2014
On a £500,000 portfolio this would equate to £30,000
04/29/2014
C. Hoare & Co gains corporate chartered status
C. Hoare & Co has attained corporate financial planner status from the Chartered Institute of Insurance (CII).
04/29/2014
However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,
04/29/2014
Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.
04/29/2014
A London investment boutique owned by the Bank of Montreal, is live on the private cloud-based Charles River Investment Management Solution for portfolio management, trading, compliance, and post-trade processing across its equity,
04/28/2014
RSM, which had made losses over several years, was acquired by Baker Tilly last year.
04/28/2014
There are around 700,000 high net worth individuals in the UK
04/25/2014
TPD Wealth Management buys Alderley Edge-based asset management firm
An Alderley Edge-based asset management company has been sold out of administration in a pre-pack deal.
04/24/2014
‘Schroders hasn’t suddenly become an acquisition machine by doing this.
04/24/2014
St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management
04/24/2014
Firms are upping their game on the recruitment front
04/24/2014
Schroders has moved to close two of its funds, owing to their small assets under management
04/24/2014
GSAM has also launched an Advanced Beta Strategies platform
04/24/2014
India, Cyprus will in the next few weeks finalize changes to their double taxation avoidance agreement
04/24/2014
With the recent introduction of a new legal instrument called a trust fund
04/23/2014
Sanlam mulling launch of D2C proposition
National advisory firm Sanlam Private Wealth intends to launch a direct-to-consumer investment platform