08/06/2015
Canaccord Genuity IHT portfolio added to Fusion Wealth
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
Wealth and Asset Management
08/06/2015
Intrinsic eyes 220 Sesame advisers; Old Mutual spends £90m on platform
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
OMG explores 'synergies' as funds added to Quilter buylists
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
Consolidator snaps up Devon advisory for £2.8m
Some pressure on pricing fuelled by deep-pocketed private equity buyers was offset by advisor demand for a secure home.
08/06/2015
Meet Alan Higgins, the contrarian at the Queen’s bank
He has a serious appetite for investing those billions in ideas that go against the flow
08/06/2015
Vestra Wealth accuses rivals of relying on apathy
The bigger cause of investor inertia is probably down to the stickiness of long embedded relationship
08/06/2015
Tax concerns mount while richer clients claim manager disatisfaction
Almost half of high net-worths have cited climbing tax rates as their number one concern
08/05/2015
IFA acquires wealth manager to create national group
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
08/05/2015
St. James's Place seeks aspiring wealth advisers in Manchester
Successful applicants to the Academy undertake an intensive education
08/05/2015
RBS sells asset manager Cairn Capital to Mediobanca
The Italian bank wants to become a major international player in the asset management industry
08/05/2015
Wealth management and accountancy group opens London office as it embarks on hiring spree
The company has also appointed two financial advisers, a tax specialist and new head of legal
08/04/2015
Elixirr expands FS footprint into Wealth Management
In recent months Elixirr has invested considerably in its Financial Services unit, one of the firm’s largest and fastest-growing practices.
08/04/2015
Marching on - St. James's Place Market Bulletin
Despite it being a week when all major equity markets (and many bond markets) posted positive returns, the underlying sense was one of far greater caution as the focus, once again, turned to events at the Fed and the ongoing question of when – not i
08/04/2015
Bestinvest founder launches high-end investment service
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/04/2015
Prospects for WH Ireland make it worth a closer look
Investors largely concentrated on the mid-small cap sectors of the main market, or those who frequent the more junior area of AIM, are quite likely to be familiar with the name WH Ireland.
08/03/2015
Portus III - So what did the Romans do for us? by Justin (Latrinus) Urquhart Stewart
As the saying goes Rome wasn't built in a day, and I can now confidently attest that, despite the best efforts of OstroGoths, Byzantines and others, this part of the Roman Empire would not be destroyed in a day either.
08/03/2015
Fineco leading Italy's wealth management revolution
Italy is a country with a historically high savings rate.
08/03/2015
Bordier snaps up £75m discretionary mandate
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
08/03/2015
Aberdeen tops Spot the Dog list for second time this year
Aberdeen Asset Management has topped Tilney Bestinvest’s ‘Spot the Dog’ list of underperforming fund managers for the second time this year.
08/03/2015
All out of bubblegum by Tim Price
The plot, inspired by a Ray Nelson short story, ‘Eight O’Clock in the Morning’, has Roddy Piper as a drifter who comes across some special sunglasses. When worn, these sunglasses reveal the world for what it really is.