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The firm has previously set its sights on £1 billion of assets.

Tavistock said it has expanded its fund range following demand from clients for asset-specific portfolios.

More than half of the wealth managers failed to provide a breakdown of costs even after SCM Direct pressed them for further details.

In April Frenkel Topping, which specialises in advice on clients who have had personal injury pay-outs, put itself up for sale.

It says a lot about the man who then went on to lead an MBO of wealth manager Lawrence Scoffield.

Roland Berger mapped out the net revenues as a share of AuM for several of the globe’s largest players.

Norway is right to object to companies with few voting rights winning equity-index status.

It’s very broad, very competitive and I’d be surprised if there were more in any other city outside London.

They won’t legally remain Deutsche Bank staff and instead become employees of Deutsche Asset Management.

The Zurich-based company now aims to expand abroad and has opted for Germany to take a first step outside of the Swiss home market.

Minister for Commerce, Albert Isola, believes the event will be a thoroughly worthwhile experience

Managing director of RBC's Americas private wealth team Martin Heale will head Schroder Wealth Management (US) team when he joins the firm in August.

The former sees challenges ahead with finding pockets of value, while the latter traces his success back to a childhood foray into the stock markets.

Make WMPartners into Switzerland's largest independent asset manager.

The core of our business has always been Scotland because that’s where we’re physically located.

Credit Suisse's emerging markets equity team currently manages $360 million.

We are building on a base in Europe, what we call greenfield.

The fund house's balanced fund currently has 20 per cent exposure to tracker funds, which in turn has helped reduce the total expense ratio.

The small but mighty investment advisers taking on the big players

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