04/27/2017
7IM launches bespoke IFA service
The firm has also added more asset classes to its model portfolio service
Wealth and Asset Management
04/27/2017
J. Safra Sarasin Ousts Clients in Germany
Assets Will Be Sold at Customers' Expense
04/27/2017
Ex-Towry five reunite for potential wealth launch
The four were promoted together from senior client partner to executive partner roles at Towry in July 2014. Meanwhile, Bowes became head of client advice in April 2013.
04/26/2017
Brooks Macdonald boosts discretionary funds under management
Over the quarter our net new business improved to over 3% while performance for clients was positive on both relative and absolute bases.
04/26/2017
FCA gives structured products firm wealth green light
The London and Paris based firm will now be able to offer discretionary portfolio, investment and retail plan management services to its clients in the UK.
04/26/2017
StanChart doubles first-quarter profits as bad debts fall
Performance boosts hopes for turnround of emerging markets bank
04/26/2017
Santander to grow financial advice arm
Its digital customer base continued to grow
04/26/2017
Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference
Whilst political change, particularly Brexit, continues to be a key issue
04/26/2017
Schroders faces shareholder rebellion over executive pay
Fund company has failed to win support of two proxy advisers ahead of today’s AGM
04/25/2017
Inflows at St James’s Place jump almost 50%
Group assets under management reached £79.84bn – up almost 30 per cent compared to figures posted at March 31 2016.
04/25/2017
St. James’s Place – “When politics pushes sterling rapidly in one direction, so the FTSE 100 travels the opposite way”
Neil Woodford on why the snap election “removes much of the political risk that could otherwise have been present in the Brexit negotiations” and why he sees “a lengthy period of improving economic stability in the UK”.
04/25/2017
Speirs & Jeffrey cuts small wealth clients as regulation bites
A helpline is available for those who wish to discuss the various options available to them.
04/25/2017
Schroders' Parbrook to hand over $4bn Asian Opportunities fund as he relocates to London
Will continue to run Asian Total Return fund
04/25/2017
UBS targets rich kids of Instagram with inheritance guide
UBS estimates that 65% of European billionaires have a family office
04/24/2017
Close Brothers to launch 2017 Family Business Road Trip
The Family Business Road Trip, now in its fourth year, will run for six weeks, bringing businesses together to share experience, to network and to address the challenges they face.
04/24/2017
Standard Life Aberdeen powerhouse eyes US market for expansion
Aberdeen’s chief executive Martin Gilbert has been clear for example, that we’d like to do better in the United States.
04/24/2017
Nordea ready for acquisitions in asset management
Nordea Asset management is ready to make new acquisitions in pursuit of the title as Europe's leading asset manager, says CEO Nils Bolmstrand to Financial Times.
04/24/2017
Uk Private Bank aims to double client base and loan book
The bank is currently exploring whether to accept new customers with between £1m and £3m in net wealth through offering a mixture of digital and face-to-face advice.
04/24/2017
It’s not a Close thing for Brothers
Awards were presented to those companies and brokers who have consistently offered the most competitive products
04/20/2017
Schroders agrees to buy Swiss private equity firm
The acquisition of Adveq accelerates the growth of Schroders’ private assets business and complements existing capabilities and expertise in the real estate and infrastructure finance sectors.