10/01/2013
Bristol accountancy firm Smith & Williamson has double win at a prestigious industry awards event
The firm was also a finalist in the multi-family office team of the year category.
Wealth and Asset Management
10/01/2013
Investec Strategic Bond Fund removed from Wealth 150
The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.
09/30/2013
Six wealth management firms bring £500m AUM to Succession
Six more set to join by year-end, company claims
09/30/2013
Charles Stanley Says Half-Year Results To Meet Expectations
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
Swiss private bank opens branch in Mannheim
The bank now has a total of eight offices in Germany
09/30/2013
AFH Wealth management on the acquisition trail again
This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.
09/30/2013
Edmond de Rothschild Merges Mmultiple Funds in Restructuring Effort
'We are in the process of bringing more clarity and simplification to the product range as we plan to strengthen our platform in Luxembourg,' said Nicolas Dubourg,head of investment solutions at the group.
09/30/2013
Intermediaries More Positive on Emerging Markets Despite Fear of Slowing Growth in China
A third of intermediaries believe their clients should increase exposure to emerging markets, up from just over a quarter in the last survey
09/30/2013
Adam & Company names new heads for Edinburgh and Aberdeen
Adam and Company has appointed Alisdair Dewar as head of the Edinburgh office and Ian Massie as head of the Aberdeen office.
09/30/2013
Saunderson House hires Citi man to lead growth strategy
I look forward to helping Saunderson House strengthen its position as one of the UK’s leading wealth managers and financial planners
09/30/2013
Apcims members approve Wealth Management Association rebrand
Chief executive Dr Tim May said: ‘This is a big step forward for our Association. It means our name now encapsulates the key services our members provide for their customers and clients.
09/30/2013
Apcims members approve Wealth Management Association rebrand
This is a big step forward for our Association
09/29/2013
State Street moves to woo advisers
SSgA intends to hire around 10 staff to add to existing teams in Switzerland, Italy, Germany and the UK.
09/29/2013
UBS bootcamp readies private bankers for new front in wealth management
The wealth management industry is in the midst of a paradigm shift, from being about relationships to being about advice
09/29/2013
UK fund association rejects ‘index clones’ claims
SCM said its analysis had exposed “a giant con”. Investors could have saved around £3bn in fees over the past five years if they had chosen low-cost passive funds over index clones.
09/29/2013
Standard Life completes acquisition of Newton's wealth arm
Standard Life plc announces that Standard Life Wealth, one of the UK's fastest growing discretionary fund management businesses, has successfully completed the acquisition of Newton Private Clients from Newton Management Limited.
09/29/2013
Wealth Management Industry Must Transform Legacy Infrastructure for Long-Term Success - RESEARCH
The current technology infrastructure in the wealth management space poses a major obstacle to progress
09/28/2013
Sovereign Wealth Funds Turn to Emerging Markets
Sovereign investors are increasingly keen to invest in emerging markets such as Africa, China and Latin America at the expense of continental Europe and the UK, according to a study of 37 institutions with $4.7tn of assets.
09/27/2013
Bob Diamond Backs Barclays' £6bn Cash Call
Bob Diamond, the former boss of Barclays, is to spend up to £6m backing the bank's £6bn cash call after acknowledging it has become a "better and stronger institution".
09/26/2013
Coutts hosts client investment breakfast
Coutts yesterday hosted a client investment breakfast at The Alderley Edge Hotel in Cheshire.