07/31/2014

Investec scoops £3.6bn in three months

For the full year to 31 March 2014 the equivalent combined net inflow was £4 billion, split between £2.6 billion for Asset Management and £1.4 billion for Wealth & Investment.

07/30/2014

Heartwood breaches £2bn asset landmark

Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.

07/30/2014

Bedell supports world class musicians

World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.

07/30/2014

Leading firm of independent wealth managers joins MCA

As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.

07/29/2014

SJP launches level seven masters in wealth management

Entering an exclusive partnership with such a prestigious institution as Loughborough School of Business and Economics will give our community further opportunities to be champions of high quality advice and expertise

07/28/2014

Odey Asset Management makes Swiss push

Odey, which manages approximately $12.3bn of assets, is one of few London-based hedge funds to have expanded into Switzerland since analysts predicted a big wave of departures from the UK in 2010.

07/28/2014

Barclays Wealth fails to halt talent drain

Barclays declined to comment on the departures, which add to the growing list of senior executives to have left the bank since it announced it would pull out of 200 wealth markets last September.

07/28/2014

Merchant bank fills finance gap left after crash

The reluctance of high street banks to fund small-scale residential developments has been credited with propelling the growth of Close Brothers' property finance division in Scotland in the past five years.