08/21/2012
Redbourne strikes upon novel novations after network switch
Bromsgrove-based Redbourne Wealth Management has found a charitable solution to the issue of transferring clients after switching networks.
08/21/2012
Bromsgrove-based Redbourne Wealth Management has found a charitable solution to the issue of transferring clients after switching networks.
08/21/2012
Succession Group has undertaken a management reshuffle following the £12.5m acquisition of its first five IFA firms.
08/20/2012
There used to be this moat that created a great business model for Swiss banks -- it’s gone,” said Friedman, who was hired into the newly-created CIO position by former UBS Chief Executive Officer Oswald Gruebel in March 2011.
08/20/2012
Bespoke DFM firms are winning business from private banks as high-net-worth clients feel they are being squeezed out in favour of wealthier clients.
08/20/2012
A new wealth management business has been spun out
08/20/2012
They also opted for a high degree of diversification in their portfolio, in which they mostly included short-term products.
08/19/2012
One of the trivial lessons from the boom is that the so-called rich lists rarely come close to the truth.
08/19/2012
According to the report, the fund may look to favor shares of smaller companies over those of larger ones, and undervalued stocks over high-growth stocks.
08/19/2012
Its survey of 2,028 people from households with incomes of more than £50,000 found that while 81% would seek financial advice, only one in eight would pay for an ongoing service.
08/19/2012
Their experience with ultra high net worth individuals will be extremely valuable in meeting increasing demand for Rothschild’s services from this client segment in particular
08/16/2012
These advisers were recruited from Barclays Financial Planning in 2011.
08/16/2012
Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.
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.