10/11/2017
PraxisIFM extends global reach with acquisition
Kompas International is a service provider with a long-standing client base, led by managers with decades of experience in the industry.
Wealth and Asset Management
10/11/2017
Arbuthnot Banking Group reports jump in third quarter loans
Group is also in active dialogue with management teams.
10/11/2017
Old Mutual Wealth responds to regulatory push by offering DB transfer training
Pension transfers have fast become a mainstream topic for consumers and current market practices are under review by the regulator.
10/11/2017
Ex-Brewin bond head 'extremely excited' by new opportunity
Bridport head of investment management Jason Jones said the firm had been patient in waiting for the right opportunity to expand its asset management offering.
10/11/2017
Van Lanschot Kempen's shareholders agree to proposed return of capital
The proposed return of capital represents the next step in the implementation of Van Lanschot Kempen's capital strategy.
10/10/2017
Coutts - Weekly Investment View
Coutts portfolios continue to perform
10/10/2017
St. James’s Place – 'Stocks continue to rise through political storm'
Economic and budgetary indicators for the UK carried little good news, as Theresa May suffered leadership jitters
10/10/2017
Wealth boutique to buy US firm to 'accelerate growth'
The acquisition signals a clear and differentiated strategic direction for EWG.
10/10/2017
Citywealth ‘hat trick’ for three Jersey Finance women leaders
Winners of a Powerwomen Award are voted for by the public.
10/09/2017
Redundancies at Royal Bank of Canada
‘We have over 1,200 RBC Wealth Management employees in the British Isles, which consists of offices in Jersey, Guernsey, London and Edinburgh. These changes impact a small number, around three per cent, of those employees. Colleagues who have moved
10/09/2017
Pacific AM to launch EM fund for boutique partner
(PAM), part of Sir John Beckwith's Pacific Investments Group, is preparing to launch an emerging markets fund next month for EM specialist partner firm North of South Capital.
10/07/2017
Mike Ashley 'Looking for Quick Sale' of Newcastle United Amid Talk of Long Overdue Takeover
Newcastle are currently 9th in the Premier League and return to action with a trip to Southampton after the international break.
10/06/2017
Old Mutual boss suggests industry buyers among OMGI bidders
It may sell subsidiaries in China, Colombia, Mexico and Uruguay as part of its break-up, he says.
10/06/2017
Charles Stanley holdouts launch their own firm
Back in May, Wealth Manager revealed that London-based investment managers Palmeri and Norton left Charles Stanley, alongside their three support staff.
10/06/2017
C Hoare results reveal £12.2 million redress payout
The sale boosted C Hoare’s pre-tax profits by £42.8 million to £70.8 million over the 12 months to the end of March.
10/06/2017
Wealth consultant ramps IPO prospects on buyer demand
Management of the business will retain a 23% stake.
10/06/2017
Equiom expands European presence with two new acquisitions
The seven staff from DF Corporate Services Ltd will join Equiom Malta staff in a new office towards the end of the year.
10/04/2017
Boutique wealth firm acquires second advice business this year
Progeny Group, a boutique headquartered in Leeds, has acquired Chestergate Financial Planning, for an undisclosed sum. This is the second acquisition the firm has made in 2017. The company, which also has an office in London purchased Quadrant in March
10/04/2017
Wealth manager reveals the key to 300% profit boost
From just three advisers earlier this year, Flying Colours Wealth now has 25 and expects to have 500 advisers on its books by 2022.
10/04/2017
BNP Paribas Asset Management announces launch of Parvest Green Bond
An innovative engagement process ensures that investments have a positive impact on climate change.