• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

06/10/2014

Luton IFA sheds clients in £50k plus push

Gilbert said the firm was in talks with interested parties

06/09/2014

Outsourcing investment: Why Independent Advisers (Scotland) uses Standard Life Wealth

We only started using Standard Life Wealth in the past year

06/09/2014

Prestige AM signs distribution deal with Natixis

UK-based Prestige Asset Management has signed a product structuring, marketing and distribution deal with Natixis, the second-largest banking player in France

06/09/2014

Swip global equity team exits as portfolios transfer to Aberdeen

The transfer follows the completion of the acquisition of Swip by Aberdeen in April for £550 million. Following the deal Will Low, director of global equities, left the group alongside chief executive Dean Buckley.

06/09/2014

Rathbones receives top reporting transparency accolade

The pursuit of excellence is a driving principle at Rathbones

06/09/2014

UK wealth manager fails to disclose up-to-date dealing costs

Firm’s True & Fair Campaign has for the past two years accused the industry of covering up costs

06/09/2014

BMO seeks property and SRI boost from F&C

The Canadian firm is seeking ways to tap into the UK manager’s strengths in Europe

06/09/2014

A suitability lesson for Coutts from 1957

The regulatory team at Coutts has certainly got its work cut out over the next few months.

06/05/2014

U.K. investment management apprenticeship program gets big thumbs-up

Investment 2020 is helping people growing up in Britain and London who might not think of themselves as being natural fits for the financial services industry and are helped into it by this scheme.

06/05/2014

Wealth managers hit back over claims of ‘murky’ costs

Leading discretionary fund managers have rejected a report’s insinuations that their costs are excessive and opaque.

06/05/2014

Queen's speech confirms you CAN by a Lamborghini with your pension....

Brewin Dolphin wealth management provides their latest comments following the Queen’s speech

06/05/2014

Meketa Investment Group to Open London Office

Meketa Investment Group’s London office will provide research support to Meketa Investment Group’s U.S. offices on public market

06/05/2014

Boris Johnson: London is 'natural home' of asset management

The Mayor of London Boris Johnson has described the asset management industry as of “crucial importance” to the UK economy, while declaring the economic recovery is in “full swing”.

06/05/2014

Queen's bank Coutts to review 60 years of client files over concerns about investment advice

Coutts is to review every client investment dating back to 1957 in one of the most thorough suitability reviews ever carried out in the industry.

06/05/2014

Platform opens wine fund opportunity to wealth managers

The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners

06/05/2014

SocGen, Santander mull tie-up with Germany’s Commerzbank – report

France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank

06/05/2014

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.

06/05/2014

Yorkshire’s G&E Wealth Management to advise Beneden Health

G&E Wealth Management will be offering advice about the financial options for paying for care in later life to the leading mutual Benenden Health’s UK membership of around 900,000 people.

06/05/2014

Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

06/04/2014

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

  • 1
  • 2
  • 3
  • …
  • 748
  • 749
  • 750
  • 751
  • 752
  • 753
  • 754
  • 755
  • 756
  • 757
  • 758
  • …
  • 898
  • 899
  • 900

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Six questions about investing in the evolving energy system

05-12-2026

Intesa Sanpaolo posts record Q1 profit as Wealth Management accelerates

05-11-2026

2026 Wealth Management Awards Winners and Finalists Announced by Business Awards UK

05-11-2026

Foster Denovo appoints Lovett to drive strategic growth plans

05-13-2026

Saltus wins Wealth Management Company of the Year at Money Age Awards

05-13-2026

Carmen Alonso, New Global CEO of Santander AM

05-12-2026

Global Wealth Visionary Dr. Anna Maria Panasiuk Appointed to Prestigious Forbes Finance Council

05-13-2026

Reed Smith advises Isio on acquisition of Collidr

05-12-2026

Women in Financial Advice Awards 2026: All the nominations!

05-15-2026

Capgemini to support technology transformation at BAE Systems as strategic partnership enters new phase

05-15-2026

King’s Speech 2026: what does it mean for financial services regulation?

05-15-2026

Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports

05-15-2026

Carne Group appoints head of ETF solutions

05-15-2026

European Investment Fund and LABORAL Kutxa mobilise 150 million euros to support micro enterprises and social entrepreneurs in Spain

05-15-2026

Aviva: Latest results and trading updates

05-15-2026

VP Bank’s Monstein on a mission to ‘have fun again’

05-15-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS