05/05/2014
Penzance-based wealth manager looking to expand
He says his business philosophy is based on building solid relationships with clients founded on trust and integrity.
05/02/2014
BMO/F&C Acquisition Update
BMO Europe has confirmed to F&C that it is still awaiting approval of the Acquisition from certain regulators
05/02/2014
Aberdeen completes Swip buy with infrastructure deal
Aberdeen Asset Management has completed the final part of the Scottish Widows Investment Partnership deal, with its buy of Swip's Infrastructure fund arm.
05/02/2014
Schroders shareholders OK executive compensation despite pension fund opposition
Firm also reports 1.9% increase in AUM for quarter
05/02/2014
True Potential adds exclusive Goldman Sachs Asset Management income strategy fund to its Wealth Platform
True Potential Investments has added a new Goldman Sachs Asset Management income strategy fund to its Wealth Platform on an exclusive distribution deal.
05/01/2014
HFM Columbus on the hunt for HNW advisers
HFM Columbus is seeking to more recruit advisers to help the firm’s growing bank of high net-worth clients who are “disillusioned” with traditional banking services, Marcus Carlton has said.
05/01/2014
Hibernia appointed to sell Asset Management Trust
The AMT business, Hibernia says, produces €300,000 in recurring income and has 240 clients based mainly in Dublin.
05/01/2014
Net inflows £3.8 billion
05/01/2014
JP Morgan Asset Management head of UK field sales Mike Parsons has spent much of the past year realigning the company’s sales team and expanding its product range to meet the changing demands of the post-RDR market.
05/01/2014
Cirilium is an investment joint venture between Henderson and adviser network Intrinsic
05/01/2014
Investigating over allegations it illegally sold products to avoid French taxes
05/01/2014
French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.
05/01/2014
Northill Capital has acquired asset management firm Longview Partners in the latest consolidation in the funds industry.
05/01/2014
Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.
05/01/2014
The company today reported a 90 percent jump in first-quarter revenue for its wealth-management unit, boosted by its takeover of Cazenove Capital Holdings Ltd., which was completed in July.
04/30/2014
Societe Generale Securities Services Ireland has launched a “Depositary Lite” service to help European and non-European asset managers meet the requirements of the Alternative Investment Fund Managers Directive
04/30/2014
Income increased by 2% to SEK 9,481m
04/30/2014
Property company owned by one of Britain's richest men is worried the high-end residential market is overheating
04/30/2014
Wealth manager buys Bridgnorth financial planning firm
Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.
04/30/2014
FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland
The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.