09/29/2013
Standard Life plc announces that Standard Life Wealth, one of the UK's fastest growing discretionary fund management businesses, has successfully completed the acquisition of Newton Private Clients from Newton Management Limited.
09/29/2013
The current technology infrastructure in the wealth management space poses a major obstacle to progress
09/28/2013
Sovereign investors are increasingly keen to invest in emerging markets such as Africa, China and Latin America at the expense of continental Europe and the UK, according to a study of 37 institutions with $4.7tn of assets.
09/27/2013
Bob Diamond, the former boss of Barclays, is to spend up to £6m backing the bank's £6bn cash call after acknowledging it has become a "better and stronger institution".
09/26/2013
Coutts yesterday hosted a client investment breakfast at The Alderley Edge Hotel in Cheshire.
09/25/2013
The group took in a net £10m in Q2, a result chief executive John Ions said was "particularly pleasing" given the context.
09/25/2013
The winners of the inaugural High Value Immigration Awards were announced this evening at a high profile ceremony at the Westbury Hotel in Mayfair
09/25/2013
Barclays has around 8,000 employees working in wealth management globally.
09/25/2013
Deutsche Asset & Wealth Management announced today that its insurance investment business has been named Best Asset Manager 2013 by Reactions
09/24/2013
Head of Wealth Advice Andy Cowan said: "Towry has been keen to seek growth opportunities in some of our most important client regions, including in Aberdeenshire, and as such we see Conclusion Financial Planning as an excellent fit for our business.&
09/24/2013
“The wealth management landscape continues to evolve at pace,” Peter Horrell, Barclays chief executive officer of wealth and investment management, said in a statement.
09/24/2013
Economics will also dictate that advisers focus their resources on higher net-worth customers, leaving many customers under-served.
09/23/2013
In other markets including Denmark and Israel, the bank will shut out less wealthy clients and focus on those with balances over 1 million francs, the paper said.
09/23/2013
It also provides professional real estate financing, acquisition finance, institutional asset management and private wealth management services for German high-net-worth individuals.
09/23/2013
Also, the group delivered profit attributable to shareholders of 119.4 million pounds this year, up 20%, compared with 99.7 million pounds in the 2012 period.
09/23/2013
The bank is hoping the proposition will go live in 18 to 24 months and it is set to pull together services across its business, ranging from investment, trading and banking.
09/22/2013
Aberdeen Asset Management said clients pulled 1.2 billion pounds from its funds in the two months to the end of August
09/22/2013
Horrell will report to CEO Antony Jenkins and takes on the mantle from former chief Tom Kalaris, who decided to retire earlier this year.
09/22/2013
Charles Stanley currently has 30 regional offices across the UK and is set to open an office in Leicester at the end of the month after it poached 19 members of staff from rival Brewin Dolphin’s office in the city.
09/19/2013
He decided to leave after five years in senior management roles