06/08/2015
INDEPENDENT financial advisers have been accused of making it too hard for customers to see how much their services cost, even though they are obliged to set out their rates clearly in advance of doing any work.
06/08/2015
Rethinking wealth management's regional race
All have been busy in recent months, acquiring businesses, recruiting staff, establishing regional footholds from scratch, and in some cases an amalgamation of all three.
06/08/2015
Wealth management firm, Equilibrium Asset Management, is expanding its Chester office following two successful years in the city
06/06/2015
HSBC investors are surprisingly low-key about ‘conduct issues’ at the bank, and much more interested in Stuart Gulliver’s costs strategy
06/05/2015
Private Banker International has revealed the winners for the 2nd annual Private Banker International Awards: London 2015.
06/05/2015
Sanlam swoops on wealth firm
The deal will see Sanlam invest in the network to build up the size of the business. The network currently has 330 advisers.
06/04/2015
Single-family offices are confronting change
The next generation inspires an upgrade and reinvention of roles and responsibilities
06/04/2015
deVere Group, one of the world’s largest independent financial advisory organisations, has today been named the winner of the ‘Best Independent Financial Consultancy Group – International’
06/04/2015
So far, however, Morrissey appears not to have inspired a similar improvement in her own industry
06/03/2015
In addition to Novia and Transact, the Brown Shipley Model Portfolios are now available via the Standard Life Wrap Platform
06/03/2015
Aberdeen Asset Management chief executive Martin Gilbert has warned on a potential liquidity crisis in bond funds
06/03/2015
Robo-advice in the years to come will be dominated by the big institutions such as insurance companies and banks
06/03/2015
Much of the discussion concerning passives has focused on what they do better than active strategies, with ‘better’ often a synonym for ‘more cheaply’.
06/03/2015
Regarded as one of the top analysts in his peer group, Locke, who died last weekend, built a wealth of experience in investment trusts in a career spanning almost three decades.
06/03/2015
Investors have seen the shares slide from more than £18 to nearly £10 - they will want to know how the new boss can reverse that
06/02/2015
St. James's Place Market Bulletin - Tuesday 2 June 2015
In a week of eye-catching headlines, disappointing data and further uncertainty, there was very little movement for the major global equity markets.
06/02/2015
Caledonia Eyes Takeover Of UK Wealth Manager
People familiar with the talks said that an agreement was likely to be struck in the coming weeks
06/01/2015
Investment bank Stifel Financial Corp is in advanced negotiations to acquire Barclays Plc's U.S wealth management unit
06/01/2015
An Extraordinary General Meeting of the Company is to be held on 12 June 2015.
06/01/2015
An increasingly diverse range of Jersey firms spanning tourism, hospitality and financial services are exploring opportunities to grow business links with China, courtesy of a special event held in London recently that was initiated by the Chinese Ambassa