01/31/2014
Vestra management reshuffle pays off with £1bn inflow
Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.
01/31/2014
London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'
The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac
01/31/2014
Lone Star, IKB, Rothschild and Bank of America Merrill Lynch declined to comment.
01/30/2014
BNP Paribas to help Budding entrepreneurs
Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council
01/30/2014
Solving the dispute over undeclared Italian funds with Swiss banks will be on the agenda today as Switzerland’s Eveline Widmer-Schlumpf and Italy’s Fabrizio Saccomanni meet in Bern.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/29/2014
Sesame advisers will no longer be able to recommend non-mainstream investment products under the firm's new restricted proposition, managing director Stephen Gazard has said.
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Azimut Holding SpA, Italy’s largest independent asset manager, is interested in buying a fund unit from a bank to expand distribution and attract client investments.
01/28/2014
Pensions and wealth management company Mattioli Woods has posted a strong set of interim accounts with a rapid growth in its discretionary assets under management
01/27/2014
Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League
01/27/2014
Hargreaves Lansdown customers will have to pay as much as £250 into their accounts to cover its new charges, or risk having their investments sold
01/27/2014
Fund arm of the German private bank targets UK with risk management range
The fund range will offer institutional investors access to markets they previously deemed too risky through a series of quant portfolio management techniques.
01/27/2014
British fund firm F&C Asset Management said on Monday it had received an offer from Canadian bank BMO Financial Group in what would be an all-cash deal.
01/27/2014
Societe Generale Private Banking Hambros the UK wealth management arm of Societe Generale Private Banking is implementing its commercial strategy to strengthen and expand its business in 2014, in particular through a new recruitment plan.
01/27/2014
Heads of 24 of Britain’s most successful companies warn that Ed Miliband’s policy could threaten recovery and cost jobs