10/02/2012
ARC Charity Indices - RESEARCH
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
Wealth and Asset Management
10/02/2012
Barclays restructures its wealth management team
‘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 raises new client fees after de Broë integration
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 Completes Acquisition
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
FT survey says family offices favour developed world
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 to host Coutts Polo at the Palace
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
BNY Mellon Acquires 100% of WestLB Mellon Asset Management
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
London-based wealth manager in £3.5m bolt-on
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Alexander Beard Group in Outsourced Investment Partnership
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
Impax AUM falls
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial acquires Eden Financial AM
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
Fairbairn name may disappear as Nedbank restructures HNW proposition
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
Wells Fargo to target wealth management, retail and institutional investors
This is for the first time that Wells Fargo is taking assistance from any external PR advisers.
09/27/2012
Barclays new vault opens for gold
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
European Wealth makes third acquisition in South East push
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
Kemp, Liddle & Hale team up for new investment consultancy firm
They will also provide due diligence, both qualitative and quantitative, on fund management investment processes.
09/27/2012
Novia takes top title at Bath Business Awards
Wealth management firm Novia took the top accolade at the Bath Business Awards last night.
09/27/2012
UBS WM star quits to launch Midlands multi-family office
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
Panmure eyes move into wealth management
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 about banks up 59%, says FSA
Complaints rose by 59% compared with the second half of 2011 to 3.58 million, the Financial Services Authority (FSA) said.