08/16/2012
The national wealth manager has historically been opportunistic in expanding its regional presence, such as when it opened its Liverpool office in August 2010 on the back of acquiring a local employee benefits firm.
08/15/2012
“This move has no impact on Chartwell’s advised clients who will continue to be served out of our Bristol office.”
08/15/2012
James Hambro & Partners is merging with another wealth management boutique, ahead of changes due in January as part of the UK's Retail Distribution Review.
08/15/2012
With EuroMillions in the spotlight following the announcement of the latest jackpot winners, speculation grows as to what the winning couple will do with their windfall.
08/15/2012
In a continued challenging economic environment, St.Galler Kantonalbank achieved a good half year result. This was primarily due to the net interest income and lower operating expenses.
08/15/2012
Included in the squad will be Harlequins and England captain Chris Robshaw and fellow internationals Mike Brown, Ugo Monye, George Robson and Nick Easter.
08/15/2012
New data on the wealthy population in the UK produced by Ledbury Research reveals just how volatile the fortunes of the wealthy are in the country.
08/14/2012
The firm currently holds assets on Cofunds, Fidelity FundsNetwork, Stocktrade, Alliance Trust and James Hay.
08/14/2012
Acta Holding to acquire Swedish wealth management company
Hagberg & Partners has since 1994 worked with creating value for its clients through qualified financial advisory. Satisfied and assured clients are what is the most prominent in the company's philosophy.
08/14/2012
Shares in the FTSE 100 life insurer reached their highest level since 2008 after first-half operating profits rose 15 per cent to £302m, surprising analysts who forecast a 3 per cent fall.
08/13/2012
The deal will see $84 billion in assets under management and more than 2,000 employees transfer to Julius Bär, which will now be operational in several new markets, including Luxembourg, Spain, India and Ireland.
08/13/2012
It will also turn his specialised vehicle into a more attractive proposition in the eyes of income-seeking investors.
08/13/2012
Assets under management up 2%
08/13/2012
Net new money inflows at Group level were CHF 0.9 billionfor the first six months of 2012, up from the CHF 0.6 billion reported in the first half of 2011 and a significant improvement on the net outflows
08/12/2012
Analysis by the FSA before it launched its review suggested consumers were losing £43m a year because of advisers, driven by commission, encouraging them to switch pensions.
08/12/2012
A ‘Millionaire Monitor’ survey of the country’s super-rich revealed that more than half of them now have ‘no confidence’ in the Government’s ability to lead the country out of recession.
08/12/2012
After the two countries struck the tax deal in April, some Swiss bankers advised clients to transfer funds to Singapore or elsewhere before it was enforced, according to a German media report.
08/12/2012
His comments come in the wake of the Libor scandal that has seen Barclays slapped with a £290m fine for manipulating the key benchmark borrowing rate.
08/12/2012
Earlier this year HSBC shut down its in-branch financial planning arm, resulting in the loss of 550 adviser jobs. The bank still offers investment advisory services for “Premier” customers with about £150,000 in investable assets.
08/12/2012
Approximately two thirds of IWM AuM are from clients domiciled in growth markets in Asia (more than half), Latin America and the Middle East.