11/12/2013
Marketing to HNW clients
Most private banks do not offer a comprehensive financial planning service. Solutions tend to be purely product or investment-led, with little regard for the client’s long-term financial plan
11/12/2013
SJP non-exec chairman steps down amid board changes
St James’s Place has announced a number of changes to its board of directors as non-executive chairman Charles Gregson steps down to be replaced by senior non-exec director Sarah Bates.
11/12/2013
National advisory firm Chase de Vere has created a specialist division to service high-net-worth individuals, promoting Darren Pearce as head of the team.
11/11/2013
Smith & Williamson wins Citywire Performance Award for Steady Growth
Smith & Williamson ranks among the top ten independently owned wealth managers* in the UK, with over £14 billion of funds under management and advice (as at 30 September 2013).
11/11/2013
Sanlam eyes merger in move to streamline UK-based operations
Sanlam is to streamline its business in the UK and is considering merging its Sanlam Private Investments (SPI) arm and Sanlam UK brands.
11/11/2013
The Geneva-based unit isn’t profitable
11/10/2013
Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.
11/10/2013
We have trawled the sector to identify the individuals with significant influence over fund selection processes at their companies.
11/10/2013
Standard Chartered has been one of the best performing banks over the last decade, trebling in size and delivering compound annual income growth of 15 percent
11/07/2013
Client assets grow to € 51.8 billion
11/06/2013
The strong performance follows a recent successful refresh of the platform aimed at giving it a new look and feel and enhanced accessibility for advisers, and their clients.
11/06/2013
Profits for the nine months to 30 September hit £349.6m, also up sharply by 31% from 2012's figure of £266m.
11/05/2013
"Our strong momentum continued with a third consecutive quarter of positive net client cash flow in all our businesses.
11/05/2013
Rathbones, led by Andrew Pomfret, currently manages money for over 1,000 charities.
11/05/2013
Although the ex-Merrill Lynch CIO is optimistic on the global recovery and sees a number of compelling investment opportunities, he warned risks still remain before a transition to a full-blown growth phase.
11/05/2013
The real estate investment firm says it is their third single family office client, with the other two headquartered in the UK.
11/04/2013
Brooks Macdonald Asset Management has opened its 11th office following the launch of a base in Warwickshire.
11/04/2013
The product will be collateralised in line with Ucits IV regulations with collateral in the form of government bonds from six different countries.
11/03/2013
The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.
11/03/2013
Brooks Macdonald signs strategic partnership with FB Wealth
The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.