08/05/2015
IFA acquires wealth manager to create national group
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
Wealth and Asset Management
08/05/2015
St. James's Place seeks aspiring wealth advisers in Manchester
Successful applicants to the Academy undertake an intensive education
08/05/2015
RBS sells asset manager Cairn Capital to Mediobanca
The Italian bank wants to become a major international player in the asset management industry
08/05/2015
Wealth management and accountancy group opens London office as it embarks on hiring spree
The company has also appointed two financial advisers, a tax specialist and new head of legal
08/04/2015
Elixirr expands FS footprint into Wealth Management
In recent months Elixirr has invested considerably in its Financial Services unit, one of the firm’s largest and fastest-growing practices.
08/04/2015
Marching on - St. James's Place Market Bulletin
Despite it being a week when all major equity markets (and many bond markets) posted positive returns, the underlying sense was one of far greater caution as the focus, once again, turned to events at the Fed and the ongoing question of when – not i
08/04/2015
Bestinvest founder launches high-end investment service
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
08/04/2015
Prospects for WH Ireland make it worth a closer look
Investors largely concentrated on the mid-small cap sectors of the main market, or those who frequent the more junior area of AIM, are quite likely to be familiar with the name WH Ireland.
08/03/2015
Portus III - So what did the Romans do for us? by Justin (Latrinus) Urquhart Stewart
As the saying goes Rome wasn't built in a day, and I can now confidently attest that, despite the best efforts of OstroGoths, Byzantines and others, this part of the Roman Empire would not be destroyed in a day either.
08/03/2015
Fineco leading Italy's wealth management revolution
Italy is a country with a historically high savings rate.
08/03/2015
Bordier snaps up £75m discretionary mandate
The adviser outsourcing market via platform-managed funds is a key area of potential growth for Bordier.
08/03/2015
Aberdeen tops Spot the Dog list for second time this year
Aberdeen Asset Management has topped Tilney Bestinvest’s ‘Spot the Dog’ list of underperforming fund managers for the second time this year.
08/03/2015
All out of bubblegum by Tim Price
The plot, inspired by a Ray Nelson short story, ‘Eight O’Clock in the Morning’, has Roddy Piper as a drifter who comes across some special sunglasses. When worn, these sunglasses reveal the world for what it really is.
08/03/2015
Brewin Dolphin wins fund management contract with the National Eisteddfod for Wales
The Cardiff office of Brewin Dolphin has seen a strong growth in charity clients in Wales with total funds managed of more than £130m
08/03/2015
ex-Barclays director to launch SJP-backed boutique
When McCue officially leaves the bank in September, Wealth Manager understands that he is planning to set up his own venture, McCue Wealth Management.
08/03/2015
Trust Corporation International director shortlisted for Citywealth award
Andie has been recognised for her role as a mentor to the client-facing managers at Trust Corporation International
08/03/2015
Aberdeen merges multi-manager funds and slashes charges
A spokesperson said: ‘We continually look at fees to identify anomalies. The Aberdeen World Emerging Markets Equity fund uses some quantitative techniques as part of its investment strategy and it was felt a 0.5% annual management charge was appropr
08/03/2015
Hawksmoor’s Crowley: Becoming a wealth manager is not the way to survive
One of the things I said was that part of our business would be to concentrate purely on investment.
07/31/2015
Schroders overtakes Aberdeen during turbulent time for markets
Firm now looks after £309.9bn, making it the biggest listed manager in the FTSE 100
07/31/2015
Practicality and romance: Hollywood and pre-nups by PennyLovell
Usually, the goings on in Hollywood are far removed from my own.