08/05/2014
SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II
08/05/2014
Wells Fargo Asset Management has announced that it has won 11 Lipper Fund Awards for 2014, including seven awards in Europe and four awards in Asia.
08/04/2014
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
‘We are trying to establish a list of managers who have reliable investment returns and deliver a particular style.
08/01/2014
Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers
07/31/2014
This rise was largely down to the acquisition of Cazenove Capital.
07/31/2014
For the full year to 31 March 2014 the equivalent combined net inflow was £4 billion, split between £2.6 billion for Asset Management and £1.4 billion for Wealth & Investment.
07/31/2014
The fund managers aim to identify catalysts, including corporate restructurings and M&A activity
07/30/2014
We are thrilled that John Coldwell Pension and Investments Ltd has chosen this fantastic building for its new office.
07/30/2014
Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.
07/30/2014
World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.
07/30/2014
Leading firm of independent wealth managers joins MCA
As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.
07/29/2014
At the start of the third quarter of 2014, many of the underlying challenges and geopolitical issues that we have previously highlighted remain
07/29/2014
Income before income taxes (IBIT) of EUR 917 million, an increase of 16% from 2Q2013
07/29/2014
Funds under management of £47.6 billion (2013: £39.9 billion) - up 19% over the twelve months and 7% since the start of the year
07/29/2014
Entering an exclusive partnership with such a prestigious institution as Loughborough School of Business and Economics will give our community further opportunities to be champions of high quality advice and expertise
07/29/2014
Succession acquires Wealth Managemer in £5m deal
It pays a multiple of recurring revenues including an increased rate on revenues through Succession’s own white-label platform.
07/28/2014
Odey Asset Management makes Swiss push
Odey, which manages approximately $12.3bn of assets, is one of few London-based hedge funds to have expanded into Switzerland since analysts predicted a big wave of departures from the UK in 2010.