10/07/2015
National IFA unveils simplified advice plans
The simplified service is called Simply EQ and will be launched at the end of October.
Wealth and Asset Management
10/07/2015
Impax launches Leaders fund after OMGI snub
The new Impax Leaders fund will be managed by Hubert Aarts and launched under the company's Irish Ucits umbrella.
10/07/2015
Alternative ways to get exposure to Lloyds
If you don’t want to wait six months to invest in Lloyds Bank shares, AXA Wealth has identified 3 funds with exposure in Lloyds and other UK banks.
10/06/2015
Brooks Macdonald still a solid investment case, says deputy CEO Shepherd
Andrew Shepherd, deputy chief executive of AIM-listed wealth management group Brooks Macdonald, discusses the growth for the business since its IPO in 2005 and its investment approach going forward.
10/06/2015
St. James's Place Market Bulletin - Summer showers
Investors will be happy to see the end of a volatile third quarter and now is a good time to put the recent fears into context. The figures were never going to be particularly positive but some signs remained good, especially as recently released data sug
10/06/2015
OMGI hands £77m Ethical fund to Quilter Cheviot
The Ethical fund’s mandate will remain unchanged with the managers continuing to target a combination of income and growth.
10/06/2015
Billionaire Steven Cohen's Point72 ready for a return to London
Two years after closing its London offices amid allegations of insider-trading, Point72 Asset Management will now move to 8 St James’s Square in London’s hedge-fund heartland.
10/06/2015
Rothschild's FAPI II closes on €775m
The process led to a €493m first close in March 2015; the figure increased to €508m once Rothschild employee commitments were factored in.
10/06/2015
Online flight comparison site Skyscanner set to be valued at £1bn
Scottish Equity Partners expected to offload 10pc of Skyscanner, confirming it as a technology 'unicorn'
10/05/2015
Dr. Optimism: How I stopped worrying and learned to love the markets! by Penny Lovell
“A merry heart goes all the day, Your sad tires in a mile-a.” William Shakespeare, Winter’s Tale, Act 4, Scene 3.
10/05/2015
Credit Suisse's new CEO hints at change in bank's focus
To someone who has lived through all that, the task of shaking up a global bank that is more than 150 years old might not seem so daunting.
10/05/2015
Was Billionaire Jacob Rothschild Right about His Top Picks?
RIT has more than doubled its NAV and share price over the last ten years.
10/05/2015
Mattioli Woods buys Pension Business
Specialist wealth management and employee benefits business Mattioli Woods has bought the pension administration business of Lindley Group for just under £2m.
10/05/2015
City financial planner’s founder leaves firm
The City-based financial planning boutique was established in 1998 and since 2005 it has operated as an independent contractor branch of Raymond James Investment Services.
10/05/2015
Canaccord Genuity Wealth Management Announces Award-Winning Range of Risk-Enhanced Multi Asset Portfolios (REMAP) Have Been Rebranded GPS Optimized Portfolios
The investment process underpinning GPS Optimized Portfolios provides investors with access to global investment ideas and opportunities, including direct equity investments.
10/05/2015
Enhance Appointed as Performance Analyst for Portfolio Adviser’s Prestigious Wealth Manager Awards
Entries are judged based on quantitative data, with awards given to companies which the independent judging panel feel are best suited to run client money over the coming years.
10/05/2015
Credit Suisse boss looks to entrepreneurs for Asian growth
Credit Suisse is currently the fourth-biggest global player in private banking
10/02/2015
Old Mutual Wealth and Intrinsic launch national advice firm
To help facilitate its goals, Intrinsic has agreed to acquire the Financial Adviser School (FAS) and is in advanced talks with its current owner, Sesame Bankhall Group, over the acquisition.
10/02/2015
Working with wealth
High Net Worth can be a lucrative area for brokers who understand the market and the high end lifestyle of the HNW client.
10/02/2015
Bedell Trust strengthenes private wealth management team
Further developments are planned as we position ourselves as an award winning market leader in the provision of fiduciary, funds and corporate services to clients world-wide.’