01/27/2012
One of the 104 investment bankers suing for €50m in unpaid bonuses told the UK High Court on Thursday he had expected a further €300,000 bonus in 2008 despite already receiving a €300,000 guaranteed bonus from Dresdner for that year.
01/27/2012
Advisers who join the firm will be known as partners and awarded shares in the firm based on the amount of assets they place on the True Potential Wealth Platform.
01/26/2012
Succession could seek an initial public offering or private equity investment once it reaches its target of £7bn funds under influence, its chief executive has said.
01/26/2012
Quilter operates with customers who have at least £200,000 (€240,000) in assets, and it has 26,000 clients in Britain and Ireland.
01/26/2012
half-dozen of the richest participants, interviewed in advance of the conference, say economic disparity needs to be addressed.
01/26/2012
The insurer yesterday said it would create a single wealth management unit in Europe, which analysts suggested would improve efficiency, while sharpening its focus on expanding revenue.
01/26/2012
Quilvest Group was originally set up as an independent adviser to support the Bemberg family in the management of its estate in France.
01/26/2012
This is according to the research findings commissioned by a grouping of wealth management companies seeking to determine the value of the total industry.
01/26/2012
Charles Stanley plans to hire more staff in Leeds, despite the downturn in financial markets.
01/26/2012
Turnover increased by £5.6 million to £16 million over the period, while partners invested £2.2 million back into the business.
01/26/2012
The beginning of the year is usually a busy time for bankers and recruiters as many staff members wait to get their bonuses before setting off to a rival.
01/26/2012
Barclays has earmarked its wealth management business for growth during 2012, according to chief executive Bob Diamond.
01/25/2012
Mr Spencer said the high fees on some retail funds made incorporating them into its multi-manager range too expensive, since the fees would be compounded with Brooks Macdonald’s management charges.
01/25/2012
He says the lesson the industry should learn from the sovereign debt crisis is that there are no risk-free assets and that the resilient business models are often large-cap equities, with strong balance sheets and where the dividend payout and dividends i
01/25/2012
SunGard’s Valdi includes a range of execution tools such as algorithmic trading and smart order routing that help customers navigate the fragmentation in European markets resulting from the introduction of the European Union’s MiFID directive.
01/25/2012
Total client funds at £14.48 billion have demonstrated underlying organic growth over the nine months of the financial year to date despite difficult trading conditions, and remain comparable to March 2011 levels (£14.50 billion).
01/25/2012
Following the sad death of Andrew Dalton in April 2011, Dalton Strategic Partnership has announced that agreement has been reached in principle for the purchase of equity in the firm by the executive partners of DSP from the Dalton Family.
01/25/2012
He has joined Berenberg after eight years at Arjent Ltd, where he was Head of Private Client Investment Management.
01/25/2012
The alliance is expected to result in substantial benefits for both partners, with LGT Capital Management gaining access to new markets, and QUANTIS Investment Management enhancing its product offering.
01/24/2012
Chief Executive Codrington welcomed the partnership calling it ‘great news.’