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Succession completes latest member firm buyout for £3m

The group added that it is on target to acquire the best 50 firms from its membership with £7bn of assets by 2017.

Brewin Dolphin shuts York office

The York office was launched in 2007 after a team defected from Barclays Wealth.

CISI exam candidates globally achieve outstanding results

Results published today show that Chartered Institute for Securities & Investment (CISI) exam candidates globally have achieved some excellent results in the June sitting of the CISI’s most senior examinations.

Bonus culture must be challenged from the top

Is excessive executive pay gradually becoming socially unacceptable?

Elcot takes 25% stake in Premier Asset Management

Partners has offloaded 25.1% of its stake in Premier Asset Management to Elcot Capital Management in a £10 million deal.

Senior asset management and banking names sign Scottish ‘No’ vote letter

The letter argues that the business case for breaking away from the UK is not strong enough and warns that “much is at stake” from voting yes to Scottish independence.

Wealth management firm moves to The Hive business centre

The family business was founded and is managed by Joyce Oliver and offers services such as tax planning, wealth preservation and succession planning.

Founding partner of Epoch Wealth Management joins elite

A founding partner of Bath-based Epoch Wealth Management has joined an elite group of UK financial planners after becoming a fellow of two leading professional bodies.

Bellpenny closes £27m joint venture with Henderson

IFA consolidator Bellpenny is set to close its £27 million fund joint venture with Henderson Global Investors following a strategic decision to move to a discretionary model.

Europe Bank Cleanup Driving $1.72 Trillion of Asset Sales

Europe’s largest banks are finally putting hundreds of billions of dollars of unwanted assets up for sale amid mounting competition among buyers and regulatory pressure.

RBS could split Coutts International to woo Asian buyers

RBS will start the process saying they are selling it as a whole

Sanlam Private Investments plans to increase scale of Yorkshire operations

The investment and wealth management company is opening an office in Thornaby, Stockton on Tees to complement its operation in Harrogate.

Heartwood launches proposition for Handelsbanken clients

Handelsbanken acquired Heartwood in May 2013.

Bridgepoint explores Quilter Cheviot IPO or sale by year-end

The two businesses are now integrated and Quilter Cheviot is currently in the throes of moving both onto the same platform

Guernsey’s Evolution Makes It The Perfect Family Office Solution

The provision of family office solutions and services makes perfect sense for a jurisdiction such as Guernsey, explains Fiona Le Poidevin, Chief Executive of Guernsey Finance.

Brewin Dolphin to restructure Yorkshire operations

While we recognise this is a sad day for York, we are continually reviewing how we conduct business to ensure our clients receive the best possible service.

Basingstoke-based McLeod Browne merges with Hart Financial Management

We are delighted to have Karl and his clients onboard.

U.S. private equity firm appoints Rothschild to sell the public sector division of its software firm

The company will be auctioned to private equity firms later this year and could be worth around $600 million, the sources said.

Royal London aims to quadruple Ascentric AUM after 'quiet' 2014

Market gains have nonetheless helped boost assets under management from £6.2bn to £8bn, a 30% gain.

Skandia repurposes investment bond for expats in Spain

Skandia International has launched a flexible offshore investment bond for the British expatriate market in Spain.

Wealth and Asset Management