09/05/2013
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/05/2013
The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.
09/04/2013
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham-based weatlh management firm Attivo Group has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/03/2013
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.
09/03/2013
Multiple hourly charges for advice could be as “complicated” for consumers to understand as energy bills, the marketing director of St James’s Place has claimed.
09/02/2013
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/01/2013
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
The First State Global Emerging Markets Leaders Fund has been removed from the Wealth 150 list of our favourite funds for new investment.
09/01/2013
The hiring reflects a long-term objective of geographically balancing a portfolio which is now nearly 80 percent exposed to Europe.
09/01/2013
The DFM will offer a range of risk-rated model portfolios using passive investments including Oeics and exchange-traded funds.
09/01/2013
Then there are the stories about hedge funds turning themselves into family offices.
08/31/2013
HSBC, Europe's biggest bank, has cut its retail banking business in some Middle Eastern nations
08/30/2013
Super-rich Indians account for more than 20% of the wealth of ultra-high net worth
08/29/2013
In its financial statement for the year ended 31 December 2012 UK Wealth Management said the RDR had affected its revenues and acquisition strategy and led to adviser departures.
08/29/2013
Frontier markets have not suffered the same heavy year-to-date outflows as emerging market funds
08/29/2013
It’s just like “The Sound of Music,” without the Nazis.
08/28/2013
Many foreign banks came in without giving enough thought about the sustainability of the business