08/08/2019
Wealth management firm opens in Belfast 'to cope with demand'
The firm has had advisers here for around two years - and Mr Durlacher said the new offices demonstrated its commitment to the province.
Wealth and Asset Management
08/08/2019
Norwich broker seeks wider market with fund launches
Norwich stock broker and wealth manager Barratt & Cooke has launched two fund-of-funds as it seeks to tap new sources of revenue.
08/07/2019
Pacific Asset Management teams up with wealth manager
The most tangible ‘alpha’ lies in the advice, says PAM chief executive Matt Lamb
08/07/2019
Assets rise at Standard Life Aberdeen in ‘tough’ investment climate
Assets managed by Aberdeen Standard Investments were £525.7bn (FY 2018: £505.1bn)
08/05/2019
Quilter sells life assurance business
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Revealed: The shortlists for the UK Platform Awards 2019
Adviser awards shortlists revealed
08/05/2019
HSBC first-half profit rises 16%, announces $1 billion buyback
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.
08/05/2019
Barclays reins in bonuses in push to hit profit target
Bank sets aside 23% less for awards in first half as chief Jes Staley squeezes pay
08/05/2019
Quilter's Feeney eyes further growth
Quilter agreed to buy Charles Derby in February, seeing more than 200 financial advisers move to its national advice business.
08/05/2019
Lord Rothschild’s RIT Capital reports £3bn net assets and NAV growth
The Company stressed a diverse and cautious approach to portfolio management, based on a capital preservative approach with strong focus on gold.
08/04/2019
Secret dossier leaks St James’s Place sales tactics
Internal documents lay bare how reps with Britain’s biggest financial adviser are able to play down its charges
08/04/2019
Chairman in €1mn show of faith in Deutsche Bank
Move suggests bank has no plans to deepen its overhaul announced last month
08/02/2019
Norway wealth fund and AXA sell French office property
The property, which was acquired in 2011, consists of 8,368 square metres of office space.
08/02/2019
Coutts and Adam & Co new clients jump 13% in first half
What has been particularly pleasing has been the 13% increase, on last year, in new clients that we have welcomed to Coutts and Adam & Company.
08/02/2019
ZEDRA shortlisted as ‘Trust Company of the Year‘
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man
08/02/2019
Financial Planner launches LGBTQ-friendly advice service
The idea for the firm was prompted by a desire to give the LGBTQ community access to financial advisers who understand their personal background without making them feel alienated or different due to their sexuality.
08/01/2019
Schroders AUM up 9%
The first part of the Lloyds mandate, around £45 billion of assets, will fund in the second half of the year.
08/01/2019
StanChart first-half profit rises 3%, beats forecasts
The latest profit compared with the $2.23 billion average of 11 analyst estimates compiled by Standard Chartered.
08/01/2019
UBS plans negative interest rate levy for rich clients
Bank will from November charge 0.75% on cash balances over 2 million Swiss francs
08/01/2019
Fiduciary group to join Oak’s multi-jurisdictional business
The group has offices in Guernsey, the Isle of Man, Jersey, Luxembourg, Malta and Mauritius with more than 200 employees.