04/04/2017
StanChart to double minimum wealth for private bank clients
London-based bank to increase threshold of investable customer assets from $2m to $5m
04/04/2017
Results are determined by an online public vote, marking the awards out as an independent and prestigious recognition forum for the winners
04/04/2017
Coutts Invest is an execution only platform enabling clients to invest with an initial lump sum from £500, and regular contributions from £50.
04/03/2017
The group has around 300 staff across 10 jurisdictions.
03/31/2017
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
03/30/2017
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
The group provided no further context for the outperformance.
03/30/2017
A lot of the medium-sized wealth management firms have disappeared or upscaled in this increasingly difficult regulatory environment.
03/30/2017
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/29/2017
Equiom makes landmark move into UK
Sixty-four staff members will join the Equiom team with immediate effect and the company will begin the process of rebranding to Equiom in April 2017.
03/29/2017
Chief executive Tony Dalwood says the firm’s aim is to produce sustainable and increasing profits through growth in AUM.
03/29/2017
The new research celebrates the growth of mid-sized family businesses around the world.
03/29/2017
This is thanks to our exceptional skills, business infrastructure, low cost base and global business network.
03/29/2017
Franklin Templeton and Carmignac give ground to Nordea , Robeco, and Pictet in key annual survey of a €2.8 trillion industry
03/29/2017
Fund Buyer Focus has published its brand rankings for asset managers in Europe
03/29/2017
Towry famously failed to uphold restrictive covenants in court and Tilney has tried to tie advisers into even stricter contracts.
03/29/2017
Brewin Dolphin is one of those major players.