05/12/2014
Bellpenny adds £75m in assets with latest acquisition
The deal sees 1,000 clients transfer to Bellpenny’s national advice business along with its advisers.
05/12/2014
The deal sees 1,000 clients transfer to Bellpenny’s national advice business along with its advisers.
05/12/2014
Hargreaves Lansdown founders Peter Hargreaves and Stephen Lansdown have risen up the Sunday Times Rich List, which boasts a record 104 UK-based billionaires.
05/09/2014
The UK arm of Momentum has acquired Your Wealth and the Money Hub app technology subject to regulatory approval.
05/09/2014
Several of the adviser-led platforms now have quite brilliant reporting functionality. Asset allocation, cashflows, tax reporting, market commentary
05/09/2014
The group currently has over £250 million of assets under management
05/09/2014
The group attributed growth to an increase in management fees
05/09/2014
Nitin Parekh has resigned as chief executive of Hume Capital , the investment firm he founded in 2007, with immediate effect.
05/09/2014
Plans to offer consulting to the wealth management industry internationally but will focus initially on both the UK and Europe.
05/08/2014
Asset manager J O Hambro Capital Management Limited based in London, has selected the Advisers Investment Trust for their U.S. mutual fund products.
05/08/2014
Ashcourt Rowan is moving to a new office in Leeds following its buy of UKWM.
05/08/2014
Arbuthnot Banking Group PLC Chairman Henry Angest Thursday told shareholders the company has started 2014 well.
05/08/2014
Axa Wealth has reported a 20 per cent increase in Q1 sales, from £689m last year to £827m this year, driven by a surge in Isa new business.
05/07/2014
The expansion means that BRI will have a second office in the Bridgnorth area, which will continue to be run by existing Walter Financial Planning staff.
05/07/2014
The team advises private clients including business owners, entrepreneurs and landowners, as well as institutional trust and estate service providers and charities.
05/07/2014
European Wealth has completed the reverse takeover of its parent group and this morning began trading on AIM.
05/07/2014
Standard Chartered PLC has come under fire from investors for its pay policies.
05/06/2014
British investment manager Aberdeen Asset Management posted a three percent fall in pretax profit in the six months to March 31, as clients pulled money out of its core emerging market and Asian equity funds.
05/06/2014
The Company’s operations are diverse covering a significant involvement in global aviation insurance
05/06/2014
Barclays chief executive Antony Jenkins said strong performance in its retail and corporate banking franchises helped offset FICC weakness
05/06/2014
Revenues in the second half of the financial year were £16.4m compared with £15.2m in the first half