07/05/2015
“Education is the key to unlock the golden door of freedom” - George Washington Carver
Will you be able to retire in bliss or will you have to work until you are 80?
Wealth and Asset Management
07/03/2015
Fund and private client services firm acquires Kleinwort Benson CI and SA Funds Business
Staff in South Africa will remain in their offices in Cape Town, whilst in Guernsey the combined business will operate from Dorey Court in St Peter Port
07/03/2015
JOHCM's Beagles snaps up wealth managers
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.
07/03/2015
Brown Shipley AUM edges closer to £5bn with IFA acquisition
The acquisition was finalised on 1st July 2015 following approval from the Financial Conduct Authority.
07/03/2015
Boutique Intermede set to open first fund
The firm manages close to $500 million
07/03/2015
Bellpenny switches CEO
Bellpenny has announced Nigel Stockton is to replace Kevin Ronaldson as CEO as he is shifting to the role of founder director.
07/03/2015
Stewart Cowley launches advisory business
Former Old Mutual Global Investors’ (bond guru Stewart Cowley has launched an investment advisory business.
07/03/2015
OMGI to launch offshore global equity income fund
Old Mutual Global Investors is gearing up to launch the Old Mutual Global Equity Income Fund in August with the aim of providing total return to its offshore clients.
07/02/2015
Independent UK wealth managers pick up younger clients
This is providing an opportunity for companies such as Brooks Macdonald, St James’s Place and Rathbone Brothers to step in
07/02/2015
Coutts restructures management team post-international sale
Coutts has said Ewart is currently absent from the business and that it is not in a position to comment any further.
07/02/2015
Six directors from Hawksford feature on Citywealth Leaders List
Six experts from Hawksford have been named on Citywealth’s Leaders List, a comprehensive guide to the leading wealth management professional advisors.
07/02/2015
AIM-listed wealth firm completes £3m buy
European Wealth has secured the purchase advisory firm Greensnow.
07/02/2015
Wealth managers target clients shunned by larger rivals
But certain firms are targeting these same clients, with a view to gaining more profitable business further down the line.
07/02/2015
The next step of evolution: socially responsible wealth managers
Futurologist Mark Stevenson warns that if private client investment managers want to maintain their wealth, they had better start putting it to good use.
07/02/2015
Lloyds launches service for expats in the UK
The London Expat Service will be available in Lloyds branches across London, including Oxford Street, Cheapside and Chelsea.
07/02/2015
SJP overhauls asset growth reporting
St. James's Place is simplifying the way it reports assets under management by scrapping the life assurance measure of Annual Premium Equivalent (Ape).
07/02/2015
The Wealth Report Attitudes Survey
Andrew Shirley explores trends in the wealth sector.
07/02/2015
Managing Family Reputation
Alistair Morgan explains how families manage their reputations.
07/02/2015
Malta: Maltese Property Market To Attract The World's Ultra-Rich
The world's richest are looking to invest in luxury real estate around the world in order to diversify their assets.
07/01/2015
SEI Wealth Platform Achieves Recognition of Financial Stability
AKG's ratings system assesses providers on a wide variety of different metrics to ascertain a firm's overall financial strength and its ability to act as a long-term partner to advisers in a fast-moving regulatory environment.