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Wealth and Asset Management

04/11/2014

U.K.’s Asset Managers Seek Strength Together

The U.K.’s asset management industry is circling the wagons.

04/10/2014

Apollo multi-asset team lifts off with European boost

Apollo Multi-Asset Management benefited from equity holdings in a recovering Europe

04/10/2014

Ashmore Group Assets Under Management Decline In 3rd Quarter

Smaller net outflows were experienced in local currency

04/10/2014

Amundi expands Eastern European footprint

Amundi Polska will begin by focusing on five locally domiciled funds

04/10/2014

Schroders CIO Matthew Oakeley is harmonising assets

Schroders has been through a major period of innovation, led by Matthew Oakeley, who describes the journey

04/10/2014

Fidelity adds four trackers to FundsNetwork range

Japan, Asia, Europe and emerging markets index trackers launched for platform-based range.

04/10/2014

Close Brothers Asset Finance awarded £40m by RGF

Close Brothers Asset Finance has been conditionally awarded a further £40 million portion of the Regional Growth Fund, according to an announcement made by the government.

04/09/2014

Group head of private clients leads management-led buyout of Dublin-based securities firm

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04/09/2014

Blow for Invesco Perpetual as St James's Place pulls £8bn in funds and hands it to departed stockpicker Neil Woodford

SJP says this will ensure continuity of manager for its investors.

04/09/2014

Hargreaves tops FCA's investments complaints list

Hargreaves Lansdown has topped the FCA's list of consumer complaints in the investments category during the second half of 2013.

04/09/2014

Hargreaves tops FCA’s investment complaints list after 500% jump

Hargreaves Lansdown Asset Management witnessed a 500% increase in complaints in the latter half of 2013, the latest FCA figures show.

04/09/2014

WMA claims victory as EU scraps share trade restrictions

The Wealth Management Association claims 'common sense prevailed' as the European Parliament is set to adopt changes to its comprehensive regulation on investment products.

04/09/2014

Swiss and Global AM bond fund targets emerging markets at turning point

Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.

04/08/2014

Axa drops large portfolio charges

Axa Wealth has reduced charges for larger portfolios on its Elevate investment platform.

04/08/2014

WH Ireland could close offices as it launches cost cutting review

‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.

04/08/2014

Wealth boss sells down £760k stake in business

The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.

04/08/2014

Oldest private bank in Germany appoints new PB head

He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities

04/08/2014

Nedbank Private Wealth appoints UK advisor

The Manchester-based company will provide advice to UK-based clients of the bank

04/08/2014

Wealth Structuring 20:20 by Appleby Global

A feature publication that aims to tap into the issues facing high net worth individuals and their advisers

04/08/2014

Brewin Dolphin shuts two offices for Bournemouth launch

The announcement is the latest episode in the ongoing rationalisation of Brewin regional network

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