03/23/2016
Wealth management firm pulls out of takeover
It sought a deal that would have been paid by at least 50% in cash and the remainder in new shares in AFH or convertible loan notes in AFH.
Wealth and Asset Management
03/22/2016
Barclays launches 'Angel Hubs'
The partnership will see the bank and UKBAA- the trade body for angel and early stage investing- pioneer new Angel Hubs, by including local angel investors in Barclays’ new network of entrepreneurial spaces.
03/22/2016
Safra Sarasin to Buy Credit Suisse Units in Monaco, Gibraltar
Both acquisitions are expected to be completed during 2016, subject to regulatory approval.
03/21/2016
Wealth Matters: Death and Taxes by Penny Lovell
“In this world, nothing can be said to be certain, except death and taxes” Benjamin Franklin
03/21/2016
Inflation: No smoke without fire - eventually? by Justin Urquhart Stewart
Anyone remember inflation? Those of a certain age may recall those dreadful days of flared trousers, kipper ties and double digit inflation.
03/21/2016
UK wealth managers back in focus for overseas buyers
Demand for wealth management services has been driven by rising house prices; the new pension freedom rules, which allow people easier access to their long-term savings; and a thriving entrepreneurial culture.
03/21/2016
High net-worth, older UK investors most cautious in Europe, while millenials more likely to invest in riskier assets
This figure was up from 29 per cent the year before, the worldwide survey of more than 5,370 high net-worth individuals across 19 countries found.
03/21/2016
Our survey said by Tim Price
Most types of investment life forms participated, including pension funds, insurers, hedge funds and mutual funds.
03/21/2016
Smith & Williamson man kills himself after affair
He worked for London-based investment bankers Smith & Williamson.
03/21/2016
Neuberger Berman signs deal with private bank
Dik van Lomwel, regional head at Neuberger Berman said that the Italian market was important and that the deal was the latest collaboration with the bank since creating a private
03/18/2016
Rothschild, bucking trend, contemplates new hires in Russia
A wave of restructuring was likely to last until the middle of next year
03/18/2016
Lighthouse rejects Wealth managers bid
Listed on the UK main market and describes itself as a financial planning led wealth management firm
03/17/2016
Profile: Why European Wealth director Hearn is returning to his roots
European Wealth has developed from a fledgling start-up to a £1.2 billion welter-weight in less than six years, with acquisitions a key factor in its expansion plans.
03/17/2016
FAMR responses reveal who called for biggest reforms
The respondents range from small IFA firms to large providers and asset managers.
03/17/2016
Shares in UK wealth managers get Budget boost
Over their lifetime, savers will be able to have contributions of 128,000 matched by the government for a maximum bonus of 32,000 pounds.
03/17/2016
Barclays maintains Premier League relationship with new deal
The British banking group agreed a three year contract with Premier League that will take it up to the end of the 2018-19 season.
03/16/2016
Rowan Dartington aiming to double assets over two years -
Rowan Dartington is aiming to near double its assets under management over the next two years, according to executive chairman Graham Coxell.
03/15/2016
Spiralling Old Mutual platform costs ‘last straw’ for global expansion plans
The firm’s latest results, published on Friday, revealed UK platform adjusted operating profits rose 74 per cent year-on-year, from £19m in 2014 to £33m this year.
03/15/2016
Standard Life aquires IFA
Spiralling costs prompt sale
03/14/2016
Persistent volatility in February and the origin of the word 'dovish' by Penny Lovell
“Markets love volatility” Christine Lagarde, first woman elected to head the International Monetary Fund