04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
St James's Place, which gives face-to-face advice to wealthy clients, said it was transferring management of the assets and half would go to Woodford's new venture.
04/04/2014
Hampden buys into new bank
Entwistle, chairman of Scoban, said: “It is a very exciting development for us to have a company such as Hampden taking a significant investment in our new bank.”
04/04/2014
The financial advisory and discretionary wealth firm told the market it had received commitments to subscribe for a total 1,157,854 shares of 10p in the company at a price of 140p per share.
04/04/2014
The six quit Brewin last March to join Charles Stanley and launched a Leicester office for the company.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business
04/04/2014
As more workers use defined-contribution pension arrangements and new government rules allow them more control over their retirement savings, the need for assessments of systematic risk at asset managers has grown.
04/03/2014
Over the last 25 years, Europe has increased its share of the number of the world’s biggest fortunes
04/03/2014
Discretionary managers to merge
The deal to combine the two firms has been granted regulatory approval and will go through on April 30.
04/03/2014
Ruffer Investment Company Ltd Wednesday reported a negative total return between the start of January and the end of March.
04/02/2014
This visa route is a positive step by the government Read more: http://www.digitaljournal.com/pr/1826594#ixzz2xjJhOGEy
04/02/2014
Banco Santander SA, Spain’s biggest bank, bought the private banking unit of BNP Paribas SA in Miami to help to win more business from wealthy Latin American clients
04/01/2014
Bank executives are kicking their wealth management businesses into high gear.
04/01/2014
The company hired a team from Barclays Wealth at the end of last year and the new office will be headed by Andrew Stansfield.
04/01/2014
The consideration would be received in cash and is subject to a minimum of 32 million pounds.
04/01/2014
The acquisition, which creates a combined group with £324.5 billion in assets under management,
04/01/2014
Miton saw its assets under management surge by 72% past the £3 billion mark in 2013 on the back of strong organic growth and the acquisition of PSigma.
04/01/2014
Wealth management firm completes £6.4m sale of Liverpool office
Wealth management firm has confirmed the sale of its Liverpool operation to Seneca Investment Managers.
04/01/2014
Blue-chip wealth management company eyes law firm acquisitions
The firm claims to be “radically” different from other financial firms by offering financial, investment, tax, accounting and legal expertise under one roof