11/20/2013
LS Wealth to Become Beaufort North West
St Helens-based LS Wealth Management is to rebrand as Beaufort Financial Planning North West as it looks to become more aligned with its network.
Wealth and Asset Management
11/20/2013
London & Capital subscribe Managed Portfolios to Distribution Technology's 'Dynamic Planner' risk profiling tool
By using DT’s profiling service, it now makes it even easier for advisers to choose the most appropriate portfolio for their clients and is a further example of London & Capital’s continuing pursuit to meet advisers’ needs.
11/20/2013
R C Brown Raids Rowan Dartington Senior Team
Bristol based discretionary investment firm, R C Brown Investment Management (RCBIM) has recruited the team that managed the ‘Signature' investment proposition for Rowan Dartington.
11/20/2013
AFH Financial Group acquires Welsh IFA
AFH Financial Group PLC has announced the acquisition of AG Financial Planning Ltd, an IFA based in Bridgend, Wales.
11/20/2013
Will Model Portfolios Lower Returns for Wealth Managers?
Model portfolio solutions have enjoyed a meteoric rise over the past four years, but wealth managers remain divided on the ultimate impact for fund selectors.
11/19/2013
Canaccord Genuity to Consider Small Deals for U.K. Wealth Unit
Canaccord Genuity Group Inc. would consider small deals to build-up its U.K. wealth-management business even as it shuns larger acquisitions.
11/19/2013
Axa Wealth: Most young professionals lack investment strategy
The index revealed 55% of this demographic lacked a clear investment strategy, despite having "the biggest scope for wealth creation".
11/19/2013
Standard Life Wealth to be merged into SLI
Keith Skeoch, CEO, Standard Life Investments, said: “Following the recent acquisition of Newton Private Clients, Standard Life Wealth has become a substantial asset management business, which has created a deeper operational and investment link betw
11/19/2013
German giant Commerzbank to expand Swiss operations
The move came just months after the bank said 5,000 jobs would be axed as it tots up the toll from the financial and sovereign debt crises.
11/19/2013
Ninety percent of global multimillionaires are male, survey reveals
The global multimillionaire gender divide has been revealed by Spears Magazine in association with wealth consultancy company WealthInsight.
11/19/2013
AXA Wealth restructures distribution team
AXA Wealth has restructured its 195-strong distribution team following the hire of former Transact head of operations Mark Links earlier this year.
11/19/2013
LGT awarded top ratings for outstanding advisory and products
The experts were particularly impressed with the quality of LGT’s advisory services, a category in which the bank of the Princely House of Liechtenstein secured first place.
11/18/2013
Leading advisers have their say too by Richard Leigh, London & Capital
“There is demand from Mr and Mrs Average for good quality reasonably priced fund management that may not achieve staggering short-term returns, but by the same token will not see them suffer significant capital losses during times of market correcti
11/18/2013
Kleinwort Benson posts strong discretionary and advisory performance
At Kleinwort Benson Investors the encouraging net flow trends reported earlier in the year strengthened further during the third quarter, driving a 26% increase in AuM to 4.6 billion euros (December 31, 2012: 3.6 billion euros) in the nine months to Septe
11/18/2013
M&G Global Basics Fund removal from Wealth 150
There will be no change to the fund's investment philosophy
11/18/2013
Erste Bank Named Best Private Bank
British finance magazine "The Banker" and industry magazine "PWM Professional Wealth Management" have named the Erste Bank Oesterreich the best for private banking, with the Austrian bank tanking out the title for "Best Private Ba
11/17/2013
Aberdeen Asset Management - Final Results
Underlying profit before tax increased by 39% to £482.7 million (2012: £347.8 million)
11/17/2013
City Financial to launch fund research service for IFAs
Free, web-based Adviser Centre to be launched in spring 2014 Initiative features list of recommended, established funds, as well as ‘Positive Watch’ fund list
11/17/2013
Edmond de Rothschild Group launches private merchant banking in London
The launch is part of group chief executive officer Christophe de Backer’s strategy to capitalize on the full range of opportunities post the global financial crisis.
11/17/2013
Rothschild & Cie Gestion launches in Italy
Paris-based asset management company Rothschild & Cie Gestion has opened a branch in Milan, joining Rothschild Global Financial Advisory which has already been in the Italian market for 20 years.