06/06/2019
Dolfin powers up with Falcon acquisition
The London wealth management boutique is makes new headway with the acquisition of Falcon private bank amid raft of impressive hires, reports Arun Kakar
Wealth and Asset Management
06/06/2019
Arbuthnot Latham moves to Euroclear’s investment fund service
Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.
06/06/2019
ECB interest rate: "If the economy continues to stagnate, the ECB will be forced to intervene", Nancy Curtin
Pressure is now increasing on Draghi to give the eurozone economy a boost. For the time being at least, the ECB has resisted taking radical action.
06/05/2019
Union Bancaire Privée joins The Big Exchange as founding member
UBP has joined forces with a group of major fund houses to support The Big Exchange, co-founded by The Big Issue*.
06/05/2019
Schroders and Lloyds advisory takes on 500 staff
Schroders Personal Wealth chief executive James Rainbow described the move as a "significant milestone" for the business and expressed his "delight" with the progress the firm was making.
06/05/2019
Wealth management giant ditches Woodford as manager of £3bn funds
The move by SJP comes just days after Mr Woodford was forced to suspend dealing in his Equity Income fund.
06/05/2019
Chase de Vere profits top £10m for first time
Company turnover increased from £57.38m to £68.49m and average fee income per adviser rose from £286,000 to £296,000.
06/04/2019
Unigestion plans wealth management push following asset gathering
Increasing UK footprint
06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
Credit Suisse CEO dismisses European bank mergers as 'solution'
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.
06/03/2019
The sustainable finance revolution – your questions answered
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Adviser consolidation sparks fee debate
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
How wealth management firms can prepare for turbulent times
Family offices vary hugely in their size and scope, however irrespective of this they should prioritise agility as well as streamlining their service, rather than trying to be experts in everything.
05/31/2019
“News Tavistock Investments Ends Lighthouse Alliance Amid Quilter Takeover
Tavistock Investments PLC said Thursday it had terminated its strategic.
05/31/2019
Charles Stanley restructuring to cost £9.5m
But the company stated the restructure should yield "immediate cost reductions" expected to build up annualised savings in excess of £4.5m from the financial year 2022 onwards.
05/30/2019
Another huge year for St. James’s Place
St. James’s Place is committed to training and developing the next generation of advisers and has invested some GBP10 million into the St. James’s Place Academy
05/30/2019
It’s never enough by Tim Price
Our conclusion: in an imperfect and challenging world, you probably can’t be diversified enough.
05/30/2019
Weatherbys Private Bank reports record lending
Weatherbys pointed to a “customer-centric” approach as the group’s pre-tax profits rose 33 per cent to £7.6m.
05/30/2019
Avignon Capital win at the 2019 Wealth Adviser Awards
This is the third consecutive year that Avignon Capital has picked up an award at the Wealth Adviser Awards, winning Best Alternative Investment Manager in previous years.