03/17/2016
Profile: Why European Wealth director Hearn is returning to his roots
European Wealth has developed from a fledgling start-up to a £1.2 billion welter-weight in less than six years, with acquisitions a key factor in its expansion plans.
Wealth and Asset Management
03/17/2016
FAMR responses reveal who called for biggest reforms
The respondents range from small IFA firms to large providers and asset managers.
03/17/2016
Shares in UK wealth managers get Budget boost
Over their lifetime, savers will be able to have contributions of 128,000 matched by the government for a maximum bonus of 32,000 pounds.
03/17/2016
Barclays maintains Premier League relationship with new deal
The British banking group agreed a three year contract with Premier League that will take it up to the end of the 2018-19 season.
03/16/2016
Rowan Dartington aiming to double assets over two years -
Rowan Dartington is aiming to near double its assets under management over the next two years, according to executive chairman Graham Coxell.
03/15/2016
Spiralling Old Mutual platform costs ‘last straw’ for global expansion plans
The firm’s latest results, published on Friday, revealed UK platform adjusted operating profits rose 74 per cent year-on-year, from £19m in 2014 to £33m this year.
03/15/2016
Standard Life aquires IFA
Spiralling costs prompt sale
03/14/2016
Persistent volatility in February and the origin of the word 'dovish' by Penny Lovell
“Markets love volatility” Christine Lagarde, first woman elected to head the International Monetary Fund
03/14/2016
Technology and the consumer by Ben, 7IM
There are though a few topics we have investigated around the desk which, whilst maybe not directly impacting portfolios, are probably worth sharing.
03/14/2016
Chinese drawn to investor visa scheme
In the first three years of the scheme, there were 55 applicants, mostly from China, but applicants also came from Russia, the Middle East and the US.
03/14/2016
RBS cuts face-to-face service and brings in ‘robo-advisers’
The move soon comes after RBS, which is 73 per cent owned by government, posted its eighth successive net annual loss, dealing a blow to government plans to sell off the bank.
03/14/2016
Private bank giant buys majority stake in wealth manager
The remaining stake will continue to be held by the firm’s executive partners.
03/14/2016
NEWS ANALYSIS: No sacred cows as Old Mutual splits structure
This reflects how financial services have changed since 1999, when Old Mutual demutualised, moving its head office to London and locating its primary listing there.
03/14/2016
Fund manager migration to Jersey highlighted as exciting trend at annual conference
Shifts in regulation and changes in attitudes towards reputation are prompting a rise in the inward migration of alternative fund managers to Jersey, delegates at a major annual funds conference have heard.
03/11/2016
Hawksford shortlisted twice in Citywealth’s Magic Circle Awards
The winners will be announced at a ceremony hosted by comedian Rory Bremner in London on 12th May.
03/11/2016
JTC Malta awarded trustee licence
Having been granted Company Service Provider registration by the regulator early last year, this second licence for JTC Malta means that it is now authorised to provide and perform a wider range of services and reflects Malta’s position as a growing
03/11/2016
Old Mutual confirms separation of wealth arm
Old Mutual Wealth increased funds under management by 27% to £104.4 billion, according to its full year results to the end of 2015.
03/11/2016
Wealth management group to float on Aim market
It said most of the proceeds will be used to fund further acquisitions and for small infrastructure costs.
03/11/2016
Asset Risk Consultants signs Smith & Williamson Ireland
The Private Client Indices are a peer group comparison tool designed to provide insight in to the actual returns generated by private client investment managers.
03/09/2016
Capgemini Brings the Power of Salesforce Financial Services Cloud to Wealth Management Clients Worldwide
New cloud-based Financial Services offering provides fully integrated capabilities for improving wealth manager productivity and firm-wide agility