09/26/2018
Newcastle event to inspire women into wealth management
Women in the North-East are being encouraged to get an insight into a career in wealth management.
Wealth and Asset Management
09/26/2018
Brewin Dolphin opens Winchester wealth office
The move comes amid a concerted regional push by Brewin.
09/26/2018
Wealth Management Awards winners announced
The organisations recognised by the World Finance Wealth Management Awards 2018 have not only been able to do so, they’ve also helped the industry overcome a number of emerging challenges.
09/25/2018
Mattioli Woods asset portal to launch this year
The firm has said it was looking to acquire businesses from different markets to complement its existing services with a specific focus on discretionary investments.
09/25/2018
AFH snaps up welsh client portfolios
The listed company has completed the deal with the joint special administrators of Beaufort Asset Clearing Services and the joint administrators of Beaufort Securities.
09/25/2018
Close Brothers Asset Management reports profit, income and assets increase
The group presents its results on both a statutory and adjusted basis.
09/25/2018
Global fiduciary and administration firm acquires third party management company
A licensed and regulated fund management company providing comprehensive services in the alternative asset space.
09/24/2018
City veterans plan ‘merchant bank for mega-rich millennials’
Ex-UBS and Lazard banker Ken Costa and Jonnie Goodwin join forces
09/24/2018
Wealth management giant strikes 14th deal
The maximum purchase price is £1.6m.
09/24/2018
Miton assets reach £4.5bn
Miton relies on its people and providing an attractive working environment is part of our commitment to them.
09/24/2018
How High Net Worth Individuals Can Succeed In Their Investment Plans With Non-Traditional Assets
Investing in non-traditional assets opens new avenues for wealth creation by allowing investments in Private Equity, Real Estate and Securitisation, among others.
09/21/2018
FirethornTrust Launches with Backing of £200M to Invest in UK Real Estate
The venture will focus on creating a long term, diversified portfolio and will aim to take advantage of opportunities and market dislocations occurring as a result of the UK’s decision to leave the EU.
09/21/2018
Fenergo expands in to asset and wealth management
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.
09/20/2018
Brooks boss joins IA board alongside three fund heavyweights
The appointments near-double the number of women at the top of the UK's asset management trade body to 40%.
09/20/2018
Brooks takes £2.5m hit on 'obsolete' tech as compliance costs climb
On an underlying basis pre-tax profits rose from £17 million to £18 million with earnings per share 12% higher at 117p, with revenue 14% higher at £101 million.
09/20/2018
Brooks Macdonald in-house advice a ‘major introducer’ of funds into DFM
The FCA asset management market study noted the potential for conflicts of interest to arise when advisers are recommending funds at related companies.
09/20/2018
Swiss private bank buys Luxembourg bank
The transaction is subject to the approval of the relevant regulatory bodies and is expected to complete during the first quarter of 2019.
09/20/2018
Succession gets back on IFA acquisition trail with two deals
Chartered financial planner McKenzie Investments has four planners including one trainee and has offices in both Inverness and Elgin.
09/19/2018
Wealth Management Firm Reaches £4BN Milestone
Chief executive Alan Hudson said: "In January 2017 the company set out a number of financial aspirations, including having £5bn of funds under management by 2021, an increase of 150 per cent above the £2bn level at that time.
09/19/2018
Luxembourg embraces SRI and alternatives
These humble funds eventually embraced cash, derivatives and, more recently, alternative assets.