07/27/2016
Rathbone eyes further expansion into advice
The business revealed it has invested in its operations in Scotland and the North, and dedicated full-time support to pursue opportunities in London.
Wealth and Asset Management
07/27/2016
Brewin Dolphin Third Quarter Positive Despite "Challenging" Markets
Our core discretionary business has continued to deliver organic funds flow and income growth, demonstrating its resilience in the face of uncertain market conditions.
07/27/2016
Britons put more money with wealth managers amid Brexit uncertainty
Alongside the uncertainty sparked by last month's "Brexit" vote, investors are worried about the strength of the global economy, and particularly slowing growth in China, as well as the impact of massive central bank monetary policy easing.
07/26/2016
Man Group Funds Battered in Choppy Markets
The first half of 2016 has been a particularly challenging period for the global investment management industry.
07/26/2016
Vontobel CEO caps private banking M&A deals at $20 bln in assets
Staub said the bank also had clear criteria for purchases in asset management
07/25/2016
There's no such thing as bad weather, just inappropriate clothing - Sir Ranulph Fiennes by Penny Lovell
Sir Ranulph is known for breaking records and I have no doubt he will reach his £20m target - I might even be tempted to put on my running shoes for Marie Curie myself though not sure I could even manage a 5k challenge let alone a Global Reach Ende
07/25/2016
Julius Baer Assets Lifted by Brexit Trading Boost
: “Our business momentum has improved since the first quarter of 2016, leading to increased inflows and record assets under management of 311 billion Swiss francs. The refocusing on organic growth, without disregarding acquisition opportunities, is
07/25/2016
Meet the MD: Colin Lawson, Equilibrium Asset Management
He takes us through his six qualities of a good leader, and preaches the virtues of driving his Ariel Atom really, really fast!
07/25/2016
Wealth Management and the State of the Banking Sector
He speaks with Manus Cranny and Caroline Hyde on Bloomberg Television’s “On The Move.”
07/25/2016
Aberdeen Asset Management reports large outflows following Brexit
Aberdeen Asset Management Plc Trading Update - Nine Months To 30 June 2016
07/22/2016
New Oliver Wyman Wealth Management Report: Running Faster to Stand Still
The aim of the report is to provide insight into the outlook for the wealth management industry at a time of sustained interest in the sector among investors and financial institutions.
07/22/2016
Global Asset Manager Enters Singapore Market
The office, located in Asia Square, will focus on credit research and strengthening business with clients in both the local market and the broader Southeast Asia region, according to a press release sent on Friday.
07/22/2016
Schroders trims its stake in Liontrust
In January the firm was forced to shut its fixed income arm after Michael Mabbutt and Felix Martin resigned, resurfacing six months later at Thames River Capital to launch an investment boutique.
07/21/2016
Close Brothers Trading In Line With Solid Outcome Expected For Year
Close said its banking arm has continued to show good growth, with its overall loan book up 7.2% in the five-month period and up 12% for the eleven months to the end of July.
07/21/2016
WH Ireland swings to H1 pretax loss
When fully implemented, provide a significantly enhanced service for our clients.
07/21/2016
A Harrods wife or a Tesco wife: which type of divorcee are you?
Whether or not you subscribe to this view very much depends on whether you are, as the country’s top divorce lawyers put it, a “Harrods wife” or a “Tesco wife”.
07/21/2016
The man from Aviva: What the return of advice arm means for the market
They say advisers should not feel threatened by providers entering advice as they are targeting the mass market and not wealthier clients more suited to traditional IFAs.
07/21/2016
Charles Stanley reports second quarter revenue hit
This restructuring played a part in the 12.5% dip in overall revenues, the firm reported.
07/21/2016
Old Mutual Wealth wary of robo-advice cost
We have to decide on our priorities and if you really want to get ahead in technology you are talking about many millions.
07/20/2016
Rugby starlet to launch of a new Mayfair office
The financial advice specialists, based in Regent Street, announced the successful takeover of Ellett Wealth Management in Oswestry earlier in the year.