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Revealed: Chase de Vere closes in on takeover deals

The firm’s expansion comes as it benefits from its status as a truly independent financial adviser following the advent of the Retail Distribution Review in 2013.

Harwood Wealth snaps up Southampton-based IFA AE Financial

AE Financial will continue to operate as a standalone brand and Hayward will remain with the company.

Dubai IFA launches Brooks Macdonald powered savings plan

Dubai-based financial adviser Abacus Financial Consultants has launched a long-term savings product to “go up against the life companies”.

Old Mutual in talks to sell LatAm businesses, reports

Old Mutual has not responded to Citywire Americas request for more information

Coutts let senior banker stay after hearing sex pest complaints

Private bank for the wealthy investigated female colleagues’ harassment allegations

Investec expects 'strong' performance in wealth & investment division

The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.

Old Mutual Wealth ready to list as profit soars 40%

The figure includes £152m from Old Mutual Global Investor’s single strategy business, which was sold in December 2017.

Scottish wealth boutique goes mass affluent with platform deal

The DFM sits alongside a model portfolio service launched last year.

Newell Palmer snaps up wealth manager Moneyfax fps

“This acquisition will strengthen the presence of our Bromsgrove business across Worcestershire and the surrounding areas."

Wealth Manager Regional Stars Awards 2018: The 8 winners revealed

We reveal the eight winners of our Regional Stars Awards, the leading local discretionary managers, as voted for by over 600 financial planners.

Sanlam’s Global High Quality Fund scoops accolade at Investors Choice Awards

This is the second such accolade the Global High Quality Fund has won in as many weeks, achieving the Investment Performance

Laurent Gagnebin: «Rothschild is Expanding Offering for Start-Ups»

Rothschild Bank wants to expand its offering

Mortgage broker directors join SJP with new wealth management business

“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”

Woori Bank teams up with UK’s largest asset manager

Woori Bank said on Wednesday it has signed a memorandum of understanding with the British asset manager to develop various investment products and co-share business strategies.

Equilibrium Smashes Half Year Target With £80M Net Asset Wins

Equilibrium, which also has an office in Chester, currently manages over £750 million of assets for over 1,000 families.

Vistra expands into Indonesia via acquisition of Jakarta biz

This acquisition adds to Vistra’s growing global footprint for International Expansion services by establishing a presence in Indonesia, the largest economy in Southeast Asia, which is an attractive market for local and foreign businesses.

Close Brothers reports strong growth

All our businesses have achieved a good performance year to date, and we remain well positioned for the full year.

MitonOptimal buys former Vestra Jersey boss' boutique

MitonOptimal managing director and chief investment Scott Campbell said: 'We have invested with Richard and watched his progress for a number of years now.'

Macquarie Group to buy Luxembourg asset manager

Founded in 1998, ValueInvest brings a team of 17 professionals to Macquarie and will continue to be led by Jesper Alsing, chief executive officer, and Jens Hansen, chief investment officer.

Brooks Macdonald Profit Increases As Co-Founder Leaves After 26 Years

Brooks Macdonald has increased its interim dividend for 17.00 pence per share from the 15.00p it paid out 12 months previously.

Wealth and Asset Management