10/15/2013
Salamanca Group Acquires Investec Trust
The business will be run as a stand-alone division, and will be re-branded Salamanca Group Trust Services.
Wealth and Asset Management
10/15/2013
Wealth manager places Woodford's mandates under review
Wealth management firm is reviewing two mandates managed by Neil Woodford after yesterday's shock departure announcement.
10/15/2013
More than half UK's wealth untapped by wealth managers
Wealth managers in the UK are missing out on the opportunity to manage more than £2 trillion, as they focus only on the very richest and ignore the individually less rich – who actually control more than half of the nation’s liquid wealt
10/15/2013
Europe's Tottering Banks
Reuters reports that "Europe prepares to come clean on hidden bank losses.
10/14/2013
Hargreaves Lansdown achieves record AuA
Hargreaves Lansdown achieved record assets under administration (AuA) in the first quarter of fiscal year 2014.
10/14/2013
Credit Suisse to Sell German Asset Management Business -Report
German presence and plans to sell its Germany-based asset management business
10/14/2013
WH Ireland 'settles' with its former boss
The settlement was subject to a 'confidential' agreement.
10/14/2013
Private Banker International announces 2013 winners for the Annual Global Wealth Awards
The PBI awards are regarded as the most credible in the industry, voted by the industry, for the industry.
10/14/2013
From here to Infinity - Asset allocator with Bestinvest
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity
10/13/2013
Success for Cambridgeshire based Wealth Manager
This is the company’s second award win this year
10/13/2013
Investec offshore unit sale to Salamanca nears
The pair are thought to be close to signing a deal for the transfer of the business, which could be announced as soon as Sunday
10/13/2013
Awards for Societe Generale Private Banking’s teams
Today,these teams comprise 190 professionals dedicated exclusively to designing and developing international wealth planning solutions for wealthy individuals and families, responding both to their personal and professional needs.
10/13/2013
Wealth Solutions acquires Langley Financial Planning
Wealth Solutions of Edgbaston has acquired a Redditch-based independent financial adviser Langley Financial Planning.
10/12/2013
George Osborne opens doors to rich Chinese with new visa system
In a sign of Downing Street's determination to reset relations with Beijing, which unofficially downgraded Britain's status after David Cameron met the Dalai Lama last year
10/12/2013
Credit Suisse chairman says no sign of foreign exchange rigging
Credit Suisse has found no evidence of foreign exchange market manipulation and that such a liquid market would be difficult to rig
10/10/2013
Wealth funds boost investments in int'l alternatives
Alternative investments gained favor in all four regions
10/10/2013
IFA to Launch Ethical AE Competitor
Virtuo Wealth Management, an IFA firm specialising in ethical investment, is looking to fill a gap in the auto-enrolment space with the launch of an ethical pension for companies.
10/10/2013
Research Trends and Conclusions: Private Client 2013
Private client work is a time-honoured practice with some of today’s leading firms dating back to the 18th century.
10/09/2013
St. James’s Place partner officially opens its doors
They are currently in the process of recruiting two members of staff to join their expanding team.
10/09/2013
Wealth Manager: Rathbone's Edinburgh Duo on Building Stability in an over-broked battleground
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.