08/12/2013
Van Lanschot net profit rises
Solid capital base strengthened substantially: Core Tier I ratio up from 11.0% to 12.5%
08/12/2013
Solid capital base strengthened substantially: Core Tier I ratio up from 11.0% to 12.5%
08/11/2013
Paris Orleans, the holding company for boutique investment bank Rothschild, said on Friday that its first-quarter group revenue fell 4.2 percent as lower profits in merchant banking outweighed an uptick in financial advice.
08/11/2013
The UK-based division of the South African headquartered company has acquired Telford-based Cornforth Consultants Wealth Management and Shropshire-based Wealthport.
08/09/2013
More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad
08/08/2013
Deutsche Asset & Wealth Management has set a September deadline to kick off the first round of bids for its loss-making Tilney business.
08/08/2013
The guidance 'aims to help increase trustees’ confidence when making decisions, and inform their process' by setting out key principles for good decision making.
08/08/2013
The solution suggested is that a mixed motive investment should be treated as though it were a pure financial investment
08/07/2013
Profit before tax up 25 per cent. to £221.7 million (H1 2012: £177.4 million)
08/07/2013
The wealth manager has already shifted part of the four AAP portfolios into such products.
08/06/2013
Funds under management up 9%
08/06/2013
Outsourcing and technology agreement for UK platform
08/05/2013
Standard Chartered, which makes more than 90% of its profits in Asia, Africa, and the Middle East, said Korea remains its most difficult market and that it was writing down the value of the business.
08/05/2013
The discretionary managers are due to meet with the Association of Private Client Investment Managers and Stockbrokers (Apcims) later this month to discuss the plans.
08/05/2013
Fund manager at the wealth manager has repeated an African proverb that 'no one tests the depth of a river with both feet' to explain its view of investing in the continent.
08/04/2013
City payouts went up by £1.8billion in a year as fatcats delayed their bonuses to take advantage of Chancellor George Osborne’s cut in the top rate of tax.
08/04/2013
The industry debate rages….. whether smaller bespoke discretionary portfolios are sustainable on grounds of cost, with a number of DFMs reviewing the suitability of clients with smaller pots.
08/04/2013
HSBC has vowed to sidestep European proposals to cap bankers bonuses to prevent an exodus of talent in its Asian and American markets, potentially by raising salaries.
08/04/2013
Nigel Cuming, CIO of Canaccord Genuity Wealth Management, is considering allocating to European equities and property as equity markets continue to rally.
08/04/2013
There are no plans to change our people, business model or investment process
08/04/2013
A new wealth management firm has been appointed to work alongside Harrogate accountants HPH, Chartered Accountants.