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IFA to bolster buyout war chest with Aim listing

Dealings on Aim will start on 30 June 2014, Worcestershire-based AFH Financial says.

Julius Baer builds out Dutch private banking team

The Swiss private banking group has now announced the appointment of three new relationship managers.

UK boutique launches Lux version of flagship value fund

Investment boutique Kennox Asset Management has launched a Luxembourg-domiciled version of its £304 million flagship equity fund.

Brooks Macdonald to make 'substantial' DFM fee cut

Brooks Macdonald is planning a ‘substantial’ fee cut for its discretionary fund management service, which could see its headline charge fall by up to 30%.

Major investment management firm to relocate to Bournemouth marking “new era”

ONE of the largest independently-owned private client wealth managers in the UK is relocating to Bournemouth.

Aegon paid Novia £7m for platform development arm

Assets on the platform rose 64 per cent from £1.4bn to £2.3bn

These chickens don’t need to hedge their bets

Upper-class, über-rich Brits pay a price. In exchange for being blessed with wealth and social standing, they’re expected to be at least slightly amusing to the general public, offering some combination of doofus, daffy, and scandalous.

Is Coutts’ suitability warning the tip of the iceberg?

‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.

St James’s Place completes Henley Group acquisition

The Henley Group, the chief executive of which sits on the International Adviser intermediary panel, has more than 50 advisers, offices in Hong Kong, Singapore and Shanghai and around £400m in assets under advice.

International Asset Monitor rebrands to IAM Advisory

The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.

Profits follow Walker Crips' 'substantial transformation' of investment

Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains

Coutts’ suitability review set to include investment bonds

The emphasis for potential mis-selling is not on the investment management side

Nordea Asset Management opens Madrid office

Nordea Asset Management has opened an office in Madrid and has appointed Laura Donzella, who has been in charge of the business in Spain since 2009, to lead the Madrid team.

Quilter Cheviot Top 30 Under 30 under star Carson quits for Mumsnet

A qualiﬁed member of the Chartered securities institute, Carson managed private client portfolios, trusts and charities and had a hand in the Cheviot Climate Assets and Libero Balanced funds.

Axa puts two roles ‘at risk’ in specialist sales team

Axa Wealth’s specialist sales team, which looks after the sale of offshore bonds into the UK, is set to be shrunk further, International Adviser can reveal.

UBS regains top spot as other private banks retrench – 2014 PAM Global 50

US and Swiss-based institutions continue to dominate the higher reaches of the ranking

Citadel’s profit rise helps Peregrine return to profit

Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.

No sale plans for Quilter Cheviot as it undercuts rivals

Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.

Geneva’s French Ties Fray as Banks Tell Clients to Come Clean

For more than a century, the Swiss city of Geneva has provided wealthy French families with a convenient and safe place to stash their money.

Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund

The fund invests in 10 stock markets across the continent

Wealth and Asset Management