03/17/2014
Bellpenny swells FUM by further £21m with latest purchase
Bellpenny, the national wealth manager and IFA acquirer, has acquired Essex-based Personal & Corporate Financial Solutions
03/17/2014
Bellpenny, the national wealth manager and IFA acquirer, has acquired Essex-based Personal & Corporate Financial Solutions
03/17/2014
Staff at Coutts have reacted furiously after learning their bonuses have been slashed by 40% this year.
03/14/2014
French asset manager Perial is looking to invest €400m for its SCPI and OCPI real estate funds this year, up from €250m in 2013.
03/14/2014
Well done to Goodacre for organising a very good night, I look forward to next year.
03/14/2014
This year a record number of votes were cast.
03/14/2014
FxPro Group Ltd has won the City of London Wealth Management Award for Best FX Services Provider at a ceremony held in the City of London’s Guildhall on 12thMarch 2014.
03/14/2014
Singapore’s DBS Group Holdings is near an agreement to buy the Asian private banking business of French bank Société Générale SA in a deal valued at around $250 million
03/13/2014
The platform, which is called InRIS, is expected to hold around a dozen companies across a wide range of alternative investment strategies.
03/13/2014
Senior private asset managers enjoyed a lavish gala event, celebrating the exceptional achievements of private asset managers, organised by PAM Insight with Wendy Marston Events.
03/13/2014
Fund flows from the Consumer and Institutional business were strongly positive in the fourth quarter at £771 million
03/13/2014
We reveal the six wealth offices across the country which advisers voted to be best in class at our annual awards ceremony.
03/13/2014
The shortlist of candidates, put forward for the Citywealth Magic Circle Awards 2014 has been released by the judges and the public vote is now open to allow the global private wealth industry to have their say.
03/13/2014
JPMorgan Asset Management is reducing its holdings of Europe’s higher-yielding debt as it bets a rally in the bonds is ending.
03/12/2014
"Growth was achieved across the group, onshore and offshore, in our bespoke private client service, funds and managed portfolio service," Christopher Knight, chairman, said in a statement, adding that expectations for the current year "rema
03/12/2014
James Hay and Saunderson House parent company IFG Group has sold its IFA arm to Ascot Lloyd.
03/11/2014
British lender Close Brothers Group Plc posted a 21 percent rise in first-half operating profit driven by growth in its loan book at its core banking division.
03/11/2014
Gam is to soft close Citywire rated Michael Lai’s GAM Star China Equity fund which currently runs $2.42 billion, once assets pass $2.6 billion
03/11/2014
Van Lanschot today presents its 2013 annual results. Karl Guha, CEO of Van Lanschot: "The recovery in profit seen in 2013 demonstrates Van Lanschot's resilience in what are still challenging market conditions.
03/10/2014
The survey uncovered the five key traits of Pacesetters and the top challenges they face for continued success.
03/10/2014
The Times and Sunday Times have teamed up with Bestinvest to launch a wealth service.