08/08/2016
Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r
08/08/2016
Staff and management at Beaumont Robinson, which has more than 850 clients, will stay with the business.
08/05/2016
The results topped Wall Street expectations.
08/05/2016
Regulation and robo-advice threaten European wealth managers
08/05/2016
The private equity firm has reportedly evaluated Old Mutual Wealth Italy between €200-250 million.
08/05/2016
In June, 21 per cent of people filling in the questionnaire on his website said they were unhappy with their wealth manager and were seeking an alternative.
08/04/2016
The survey included 770 people with investable assets of at least $1.3 million from countries across the globe, including the United States and Britain.
08/04/2016
We have designed the Club after extensive discussions with investors to meet their needs for a clear strategy, a simple structure, and a cost effective approach.
08/04/2016
Bringing together the two businesses and sharing our expertise will greatly enhance the client experience and enable us to offer a wider range of services to both existing and new clients.
08/04/2016
Alliance Trust Savings was in second place with a 19 per cent market share, followed by Ascentric at 15 per cent.
08/04/2016
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/03/2016
He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.
08/03/2016
Managing the portfolios of wealthy private customer seems to be a sure-fire way to make money. But it may become the next disappointment in the global banking business.
08/03/2016
The London listed bank reported an underlying pre-tax profit of $994m for the six months to June 30, down from $1.8bn in the same period in 2015.
08/03/2016
According to a deVere Group poll of clients, 69% intend to decrease their investment exposure to the UK for the remainder of 2016
08/03/2016
Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees
08/02/2016
IFA in national push with Dorset acquisition
The nine-strong firm will continue to trade as Harvard Financial Management, part of the Ascot Lloyd Group, following the acquisition.
08/01/2016
New documentary looks at the astounding privileges enjoyed by the children of the one per cent
08/01/2016
‘A Room without books is like a body without a soul’ Marcus Tullius Cicero
08/01/2016
It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…