06/17/2014
Opus Private launches private client advisory business
Created in conjunction with London law firm, Mishcon de Reya, Mayfair Private will aim to meet the complex and specific needs of wealthy individuals, families and their private offices worldwide.
06/17/2014
They have fortunately extended some of the deadlines
06/17/2014
Hall noted the average client size for both Tilney and Bestinvest is currently more than £1 million, and said the large-scale hiring of financial planners ‘will be targeted at that client segment’.
06/17/2014
A huge part of our success story to date has been our readiness to adapt to industry regulatory changes
06/17/2014
IFA to bolster buyout war chest with Aim listing
Dealings on Aim will start on 30 June 2014, Worcestershire-based AFH Financial says.
06/17/2014
The Swiss private banking group has now announced the appointment of three new relationship managers.
06/17/2014
Investment boutique Kennox Asset Management has launched a Luxembourg-domiciled version of its £304 million flagship equity fund.
06/16/2014
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%.
06/16/2014
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.
06/16/2014
Assets on the platform rose 64 per cent from £1.4bn to £2.3bn
06/16/2014
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.
06/16/2014
‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.
06/16/2014
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.
06/13/2014
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.
06/13/2014
Profits follow Walker Crips' 'substantial transformation' of investment
Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains
06/13/2014
The emphasis for potential mis-selling is not on the investment management side
06/13/2014
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.
06/13/2014
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.
06/13/2014
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.
06/12/2014
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