10/12/2015
Bellpenny makes it 32 buys after double swoop
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
Wealth and Asset Management
10/12/2015
Boutique founder Frank Lingohr dies
His achievements were distinguished with many renowned awards
10/11/2015
Divorce: myth-busting and education by Penny Lovell
With the findings published, we invited everyone from psychotherapists to divorce lawyers and accountants to the Connaught Hotel to put our heads together once again, share professional experiences and use this insight to draw some final recommendations t
10/11/2015
Standard Chartered to axe senior jobs
A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.
10/09/2015
Family offices are targets for hackers
Cyber security – under attack!
10/08/2015
Profile: Coutts International's new Swiss owners have big plans
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
Deutsche Bank Looming Bonus Hit Seen Sparking Senior Departures
Germany’s largest bank may struggle to retain senior investment bankers as rival U.S. firms seek employees to grow their mergers and acquisitions franchise amid a boom in deal-making.
10/08/2015
Wealth managers stand by WMA as turmoil surrounds IA
A number of disillusioned fund groups, including Schroders and M&G, appear to have lost patience and faith in their trade body.
10/08/2015
Trouble from sovereign wealth funds
The end of the commodity supercycle will have complex effects on India
10/08/2015
TA Associates Buys Russell for $1.15B
The private equity firm agreed to take over Russell Investments and its $266 billion of managed assets from the London Stock Exchange by the first half of 2016.
10/07/2015
Elian Shortlisted In GCC Region Awards 2015
Elian has been shortlisted for the best Independent Trust or Fiduciary Company in WealthBriefing’s GCC Region Awards 2015
10/07/2015
Amundi chief Yves Perrier keen to create global asset management brand
The company, formed in 2010 out of a merger of the asset management businesses of Crédit Agricole and Société Générale
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.
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.