06/18/2014
Taking home the same title at the awards in 2013, Creechurch Capital was not to be knocked off the top spot this year and impressed the judges with its absolute commitment to service and vision to deliver a personalised, agile model to meet the needs of i
06/18/2014
Interact is being trialled through a select group of Advisory firms with a view to full launch in the Autumn.
06/18/2014
Advisers who wish to use the service will be given a full risk-profiling pack which they will need to complete with clients before being able to match them to a Montage portfolio.
06/18/2014
The team has already started giving advice but is expected to be running at full speed by the end of the year.
06/18/2014
Nedbank Private Wealth has again received recognition for its innovative Focus service in the Professional Adviser International Fund and Product Awards with the award for Best in Class for Integrated Banking Service for the second year running. In addit
06/17/2014
Opus Private launches private client advisory business
Created in conjunction with London law firm, Mishcon de Reya, Mayfair Private will aim to meet the complex and specific needs of wealthy individuals, families and their private offices worldwide.
06/17/2014
They have fortunately extended some of the deadlines
06/17/2014
Hall noted the average client size for both Tilney and Bestinvest is currently more than £1 million, and said the large-scale hiring of financial planners ‘will be targeted at that client segment’.
06/17/2014
A huge part of our success story to date has been our readiness to adapt to industry regulatory changes
06/17/2014
IFA to bolster buyout war chest with Aim listing
Dealings on Aim will start on 30 June 2014, Worcestershire-based AFH Financial says.
06/17/2014
The Swiss private banking group has now announced the appointment of three new relationship managers.
06/17/2014
Investment boutique Kennox Asset Management has launched a Luxembourg-domiciled version of its £304 million flagship equity fund.
06/16/2014
Brooks Macdonald is planning a ‘substantial’ fee cut for its discretionary fund management service, which could see its headline charge fall by up to 30%.
06/16/2014
Major investment management firm to relocate to Bournemouth marking “new era”
ONE of the largest independently-owned private client wealth managers in the UK is relocating to Bournemouth.
06/16/2014
Assets on the platform rose 64 per cent from £1.4bn to £2.3bn
06/16/2014
Upper-class, über-rich Brits pay a price. In exchange for being blessed with wealth and social standing, they’re expected to be at least slightly amusing to the general public, offering some combination of doofus, daffy, and scandalous.
06/16/2014
‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.
06/16/2014
The Henley Group, the chief executive of which sits on the International Adviser intermediary panel, has more than 50 advisers, offices in Hong Kong, Singapore and Shanghai and around £400m in assets under advice.
06/13/2014
International Asset Monitor rebrands to IAM Advisory
The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.
06/13/2014
Profits follow Walker Crips' 'substantial transformation' of investment
Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains