11/19/2012
Whitechurch brings portfolios to IFA community
Company to bring two existing equity strategies to the IFA market.
Wealth and Asset Management
11/18/2012
Spain's Bankia cuts back private banking business
The lender expects to complete the integration by 2013
11/18/2012
Northern Trust develops new reporting solution
Northern Trust Integro Helps Clients Increase Transparency into Portfolio Holdings
11/18/2012
Lord North Street to open office in Switzerland
Swiss Private Investment Office is further step in international expansion
11/18/2012
St James's Place drops GAM's Green and THSP in global equity overhaul
The two firms being brought on board are Magellan Asset Management, based in Australia, and Edgepoint, based in Canada.
11/18/2012
Denmark's biggest bank to target private clients in Ireland
The bank has completed a significant restructure of its Irish business from a traditional retail bank to a specialised bank focussing on corporate and private clients
11/15/2012
RBS Seeks Coutts Deal With London 2012 Boss
Taxpayer-backed bank's chairman seeks out-of-court deal with Air Miles tycoon on Coutts mis-selling allegations, Sky News learns.
11/15/2012
Barclays Wealth unveils post-RDR advice charges
Barclays Wealth has revealed its post-RDR charging structure with a new rate card for advisory clients.
11/15/2012
ABN AMRO warns bad loans, bank tax to hurt Q4 earnings
The year-to-date underlying net profit, which excludes separation and integration-related expenses, rose 22%
11/14/2012
Sesame expands executive team
This includes the launch of a new wealth management proposition, its restricted advice service and new mortgage-related services.
11/14/2012
International funds manager to acquire portfolio of businesses in wealth management
The company has announced that it has commenced due diligence on the acquisition of a portfolio of businesses in wealth management
11/14/2012
Kleinwort Benson assets under management flat
Balance sheet remains strong, with a Tier 1 ratio of 22% in our Wealth Management operations and a strong liquidity position underpinned by our prudent treasury investment policy.
11/14/2012
Veritas splits private client and fund businesses in restructure
Veritas Asset Management UK is to split its fund management arm from its private client business as part of a corporate reorganisation.
11/14/2012
Julius Baer 10-Month Assets Under Management Rise 10%
Swiss private bank Julius Baer Group AG reported a 10% annual increase in assets under management by the end of October, due to new net money inflows and positive bond and equity markets.
11/13/2012
BRB Wealth Management expands with takeovers
BRB, which has been based at its current location in Etruria since 2001, believes the deal will enable it to consolidate its position as one of Stoke's largest financial advisers.
11/13/2012
Saunderson House confident ahead of RDR
Under the direction of Tony Overy, Saunderson has so far attracted 85 new clients this year and the group expects to continuing pulling in clients with its business in good shape ahead of the retail distribution review.
11/13/2012
Liontrust triples fund inflows as recovery surges on
Liontrust Asset Management has reported net inflows of £189m in the six months to 30 September.
11/12/2012
Quilter acquires Cheviot Asset Management
Quilter has today announced that it has signed an agreement with fellow independently owned discretionary investment firm Cheviot Asset Management to combine their two businesses.
11/12/2012
Former Barclays investment manager launches wealth boutique
Prior to working at Covalence and Shard, Legge was an investment manager at Barclays Wealth.
11/12/2012
Societe Generale Private Banking awarded Best Private Bank in Luxembourg
These awards underline the professionalism of Societe Generale Private Banking's teams and the service they provide to clients in the key wealth management markets.