04/28/2017
AUM up almost 15% at Coutts and Adam & Company
An operating profit of £33 million, £23 million, or 43%, higher than Q116. This increase is principally down to lower operating expenses
Wealth and Asset Management
04/28/2017
Old Mutual Unit assets grow 6%
Old Mutual Wealth Gross, Net Flows and Fum update Q1 2017
04/28/2017
BNP Paribas Wealth Management launches four new digital platforms
As a wealth manager, we develop very close relationships with our clients
04/27/2017
Schroders says first quarter assets up 5 percent to 416.3 billion pounds
Schroders said it would no longer issue full results in its first and third quarters.
04/27/2017
Chase de Vere to offer commerce chamber members advice
These members are local businesses which have the capacity and ambition to grow.
04/27/2017
Continued Strong Growth For Nedbank Private Wealth
Growth in profit after tax was up 52% on the prior year in its wealth division, although this was distorted by a one-off extraordinary item in 2016.
04/27/2017
Duncan Lawrie made annual loss of £7.5m before it was split and sold by Maidstone-based Camellia
At the same time it was revealed the majority of its UK loans and some of its loans from its Isle of Man operations were sold to private bank Arbuthnot Latham & Co for £42.7 million.
04/27/2017
7IM launches bespoke IFA service
The firm has also added more asset classes to its model portfolio service
04/27/2017
J. Safra Sarasin Ousts Clients in Germany
Assets Will Be Sold at Customers' Expense
04/27/2017
Ex-Towry five reunite for potential wealth launch
The four were promoted together from senior client partner to executive partner roles at Towry in July 2014. Meanwhile, Bowes became head of client advice in April 2013.
04/26/2017
Brooks Macdonald boosts discretionary funds under management
Over the quarter our net new business improved to over 3% while performance for clients was positive on both relative and absolute bases.
04/26/2017
FCA gives structured products firm wealth green light
The London and Paris based firm will now be able to offer discretionary portfolio, investment and retail plan management services to its clients in the UK.
04/26/2017
StanChart doubles first-quarter profits as bad debts fall
Performance boosts hopes for turnround of emerging markets bank
04/26/2017
Santander to grow financial advice arm
Its digital customer base continued to grow
04/26/2017
Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference
Whilst political change, particularly Brexit, continues to be a key issue
04/26/2017
Schroders faces shareholder rebellion over executive pay
Fund company has failed to win support of two proxy advisers ahead of today’s AGM
04/25/2017
Inflows at St James’s Place jump almost 50%
Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.
04/25/2017
St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”
Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.
04/25/2017
Speirs & Jeffrey cuts small wealth clients as regulation bites
A helpline is available for those who wish to discuss the various options available to them.
04/25/2017
Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London
Will continue to run Asian Total Return fund