09/12/2014
AFH Financial takes over Hindsight
AFH Financial Group has added £13m to totsal funds under management through the acquisition of the assets of Northampton-based Hindsight Financial Services
09/11/2014
Swiss bank UBS's chairman Axel Weber expects mergers among smaller banks in Europe, mainly in the retail sector, while larger lenders were less likely to join up due to regulatory concerns.
09/11/2014
Barclays may start cutting pay to punish senior bankers who bully their underlings.
09/11/2014
Seven Investment Management co-founder Justin Urquhart-Stewart has warned of a “viscous and declining” economic cycle emerging in an independent Scotland on pro-union campaign Vote No Borders.
09/11/2014
Scottish wealth manager launches personal OEICs for wealthy clients
He said the wealth manager has made the move in response to demand from high net worth clients for a cost-effective way to manage their wealth.
09/11/2014
The massive volatility caused by the so-called ‘taper tantrum’ has finally run its course and emerging market debt will be stronger because of it
09/11/2014
Martin Gilbert says currency union with UK is 'desirable and highly likely' and that refusal to share UK debt would be shrewd
09/11/2014
Wealth management firm Equilibrium has hailed a record year that saw it break the £4m turnover barrier.
09/10/2014
Swiss wealth manager takes stake in French property developer
Swiss wealth manager is taking a 30% stake in French property developer and investor Groupe Atland to help bolster growth.
09/10/2014
He was known for his hands-on leadership of the bank and turned the institution previously run by his father into the eurozone's largest by market capitalization through a series of acquisitions.
09/09/2014
The latest figures for all sectors of Jersey’s finance industry show stability and signs of new growth, led by the funds sector where the value of funds business passed through the £200 billion mark for the first time since June last year.
09/09/2014
In this period, the company’s revenues from management of investments amounted to RON 33.7 million (EUR 7.5 million), over the results posted the year before.
09/08/2014
Ardian will also commit capital for future investments, the people said.
09/08/2014
Tilney Bestinvest finalises charity team plans
Company chief investment officer Gareth Lewis will have a strategic oversight role in investment strategy.
09/08/2014
Cambridgeshire based, Chartered Independent Financial Advisers, Beacon Wealth Management has added yet another status to their award-winning services.
09/08/2014
The average sale price of prime property in central London between June and August 2014 was £4.7 million, up from £3.7 million in the preceding three month period, the latest data shows.
09/07/2014
Quilter Cheviot rejects £600m Old Mutual bid as Investec lurks
A flurry of deals has been accelerated by regulatory reforms known as the Retail Distribution Review, which have altered the way that wealth managers are remunerated for their work, shifting from a largely commission-based system to one predicated upon th
09/07/2014
Stockbroker snaps up private wealth unit
The land grab continues among the stockbroking community.
09/05/2014
Credit Suisse combines Europe private bank
Significant progress has been made in solving legacy cross-border tax matters with the aim to finalise by the end of 2015
09/05/2014
Why financial planning trumps wealth management
Many of these changes have been subtle and confined to our back offices.