01/05/2018
Ascot Lloyd Bellpenny acquisition revealed
The acquisition is the first since Bellpenny and Ascot Lloyd merged last July
Wealth and Asset Management
01/04/2018
Coutts staff hit ambitious charity goal
In celebration of the company’s 325th anniversary, Coutts set itself the ambitious goal of raising at least £325,000 for its staff charity in 2017.
01/03/2018
Federation of European IFAs hits 50 firms
The Federation of European IFAs has grown its membership to 50 with the recent acquisition of three new firms.
01/03/2018
Investec sees £3.5bn inflow in wealth arm
The firm’s discretionary funds under management rose 20.9% to £26 billion
01/02/2018
Brewin Dolphin PT Raised to GBX 365 at Canaccord Genuity
Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock.
12/30/2017
The 10 Worst Clichés of Wealth Management
We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.
12/29/2017
Chase de Vere boss warns of restricted influence
"We have continued to try and generate positive media coverage, in particular to promote the benefits of independent financial advice."
12/28/2017
Tilney goes on adviser hiring spree
Tilney Group was created by the merger of Tilney and Bestinvest in May 2014.
12/25/2017
PrivatBank hires Rothschild's partner in Ukraine to sell 46.5% stake in AS PrivatBank Latvia
The partner will also have to prepare and accompany a future deal.
12/23/2017
LLB to buy Austria’s Semper Constantia Privatbank for €185m
LLB also proposed the name of Karl Sevelda, Semper Constantia chairman, as its new board member.
12/22/2017
BlackRock takes 5% stake in wealth consolidator
‘We see the continuing support of BlackRock and other institutional investors as a vote of confidence in the group and our strategy'
12/21/2017
Funds Beyond Europe - Jersey Finance
In addition to Jersey’s renowned risk management expertise for funds, new international governance requirements for hedge funds also make Jersey an ideal place from which to conduct business.
12/20/2017
Notice of PreClose Trading Update
Update for the half year to 31 January 2018
12/20/2017
Rathbones’ Thomson slashes UK exposure
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.
12/20/2017
Stonehage Fleming makes emphatic return to profit
The full year accounts revealed for the first time that FF&P had been acquired for £1.4 million.
12/19/2017
Old Mutual strikes £600m asset management sale deal with TA Associates
The Single Strategy business has £25.7bn in assets under management.
12/18/2017
Smith & Williamson 'not in position to list' until late 2019
Funds under administration were up 16% over the period to £10.7 billion.
12/18/2017
Proposed acquisition of Generali PanEurope to create €24 billion specialist wealth manager
The sale of the business to LCCG marks a very important step in our future development.
12/18/2017
Standard Life fails to stem £23bn outflows
Outflows surged in the newly named Aberdeen Standard with net outflows of £28.1bn in AUMA over the nine months, up on the previous year’s £25.8bn loss.
12/15/2017
WH Ireland reports 40 percent increase in wealth planning revenue
Our private company initiative, the Investor Forum, has gained significant momentum and we expect this new initiative to enhance the revenue growth prospects of this division during the forthcoming year.