05/19/2017
Raymond James opens an office in Frankfurt am Main, Germany
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
Wealth and Asset Management
05/19/2017
Gresham House Proposed Acquisition of Hazel Capital
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition
05/19/2017
Close Brothers Confident On Full Year After Good 3rd Quarter
All statements in this release relate to that period unless otherwise indicated.
05/19/2017
Monaco’s Rosemont adds Andorra outpost
The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.
05/19/2017
Numis calls on asset managers to revamp reporting
Broker publishes recommendations after its public dispute with Schroders
05/18/2017
Van Lanschot trading update: first quarter of 2017
Van Lanschot today publishes its trading update for the first quarter of 2017.
05/18/2017
Investec Wealth & Investment sees £1.2bn inflows in Q1
Total operating income increased by 18% to £2.3 billion over the same period.
05/18/2017
True Potential sees profits jump 21%
True Potential has also reported a 23 per cent increase in revenue for 2016
05/17/2017
Brewin Dolphin first half funds up 6.8 percent, boosted by markets, inflows
In particular we are capturing the near-term growth opportunities in intermediary business as a direct result of current growth initiatives which are delivering tangible results. Whilst continuing to invest in other initiatives aimed at driving further lo
05/17/2017
Prime Central London Residental Property Market
In this regard, investors should be wary when considering these buildings and think long and hard about the effect service charges could have on capital appreciation.
05/17/2017
Old Mutual battles for reputation after dropping IFDS
Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.
05/17/2017
Brewin sees advice as 'critical' as it pilots low cost service
It will use Brewin Dolphin’s existing infrastructure.
05/17/2017
Old Mutual Wealth: Why we’re selling UK and adding Europe
Portfolio manager Stuart Clark outlines his rationale behind buying more Europe and reducing his UK equities exposure.
05/16/2017
Rupert Hambro fuses old City and tech in ‘third career’
It was clear that together they would create something and whether it was raising bees or making gin, they’d make a success of it.
05/16/2017
Seven IM looks to infrastructure for cautious investors
Our re-entry into the infrastructure investment company sector is a reaction to the environment we now find ourselves in.
05/16/2017
Old Mutual Asset Management prices share offering
OMAM launched a public offering of 13m shares back in December.
05/16/2017
Head of finance at Hawksmoor dies after falling in Snowdonia
The family is devastated and shocked by this tragic accident.
05/16/2017
7IM returns to frontier markets after more than two years
Economies under Trump's 'radar'
05/15/2017
Standard Life Aberdeen’s job promises evaporate
Martin Gilbert’s pledge was a rookie error for a veteran dealmaker, says Peter Smith
05/15/2017
Lombard Odier Wins Two Prizes at European Wealthbriefing Awards
The WealthBriefing awards are held annually, to showcase the leading companies and figures in the private wealth industry.