11/09/2018
West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.
11/08/2018
Guy Hands led the line-up of winners at the 12th annual Spear’s Wealth Management Awards at the Dorchester on Tuesday, in a night that celebrated the best in the UK’s private client world. Emelia Hamilton-Russell reports
11/08/2018
Intelligent Loans has created a new department within its specialist finance division to concentrate on high-net-worth enquiries.
11/08/2018
The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.
11/08/2018
Previously, only the family office of the Liechtenstein Princely Family had earned the title.
11/08/2018
In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.
11/07/2018
The number of Swiss private banks has fallen sharply over the last decade as lenders to the world’s wealthiest people contend with tougher regulations and a changed environment following a global clampdown on tax evasion.
11/07/2018
One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.
11/06/2018
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.
11/06/2018
The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.
11/06/2018
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
11/05/2018
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Advice from St James's Place
11/05/2018
A poll of 21 large investors shows more than two thirds want a change in leadership at the FTSE 100 asset manager
11/05/2018
Acquisition of Hazlems Fenton
11/04/2018
All that comes together in the private office world, and even more so in running a business within it.
11/02/2018
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
11/02/2018
Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.
11/01/2018
Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.