10/02/2012
‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.
10/01/2012
Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.
10/01/2012
Canaccord Financial has announced that its acquisition of Eden Financial's wealth management business completed today, following the approval by the UK's Financial Services Authority.
10/01/2012
The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.
10/01/2012
Emirates Palace has announced it will host Coutts ‘Polo at the Palace’; a two-day tournament set to be one of the most exciting events in Abu Dhabi’s social calendar.
10/01/2012
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
This is for the first time that Wells Fargo is taking assistance from any external PR advisers.
09/27/2012
The decision stemmed largely from its customers' desire to have all aspects of their investment in precious metals handled by one firm.
09/27/2012
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
They will also provide due diligence, both qualitative and quantitative, on fund management investment processes.
09/27/2012
Wealth management firm Novia took the top accolade at the Bath Business Awards last night.
09/27/2012
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
Complaints rose by 59% compared with the second half of 2011 to 3.58 million, the Financial Services Authority (FSA) said.
09/26/2012
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.