11/20/2017
Swarbrick takes Jockey Club Achievement prize in role as financial adviser
"All the finalists have achieved so much and show what diversity of careers jockeys can go on to and succeed in."
Wealth and Asset Management
11/20/2017
Thomas Miller launches 'bionic' digital wealth service
The new offering, due to be rolled out in mid-2018, is designed to attract a demographic that will eventually join the firm’s traditional proposition.
11/20/2017
Donations of £1m or more totalled a record £1.83bn last year, report shows
The Coutts' Million Pound Donors Report, which is in its tenth year, also shows a large rise in the value of corporate donations over the past decade
11/20/2017
Sanlam launches onshore bond with 7IM
The minimum investment is £5,000 while charges start at 0.25 per cent for the first £100,000
11/20/2017
WMA merger with Apfa cost £61k
The WMA accounts, which cover the year ending in May 2017, showed the trade body making an operating profit of £17,660.
11/20/2017
Coutts to cut as much as a tenth of its workforce
The bank will inform staff of its next step in December.
11/19/2017
What does tomorrow’s wealth management look like?
People’s schedules have become busier
11/19/2017
Luxembourg-based private bank denies any plot against Qatar
The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.
11/17/2017
London & Capital launches wealth service for professionals
The team will be headed by head of UK Wealth Simon Tuck, who joined the company in May after spending seven years as head of wealth at Weatherby's private bank.
11/16/2017
Close Brothers Asset Management boosts assets
As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.
11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.
11/15/2017
AFH To Raise £15 Million To Fund Consolidation Spree
AFH Financial Is Looking To Raise £15 Million For Its Next String Of Acquisitions
11/15/2017
Bank of China opens private banking arm in London
Many people from these wealthy Chinese families end up studying or investing in the UK.
11/15/2017
Consolidator AFH ups latest share issue to £17.5m
Will have £20m war chest
11/14/2017
SCM launches digital platform to offer Mifid-compliant transparency
The firm will also reduce its fees and minimum investment level.
11/13/2017
Wealth consolidator seals £2 million deal for Essex firm
This first purchase of an IFA business during the current financial year demonstrates the continued high level of activity that we are seeing in the market.
11/13/2017
Global leader in wealth structuring solutions announces acquisition
The acquisition is subject to regulatory approval and is expected to complete in 2018.
11/13/2017
Independent asset manager expands to Italy
Was first established in 2009 by Alida Carcano and Dario Micheli in Lugano.
11/13/2017
Gérard Cohen One of the Most Successful Bankers in the World, He Is the Founder of the International School of Monaco
He has remained involved in the school since its foundation, and is currently Chairman of the Board of Trustees.