04/29/2014
However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,
04/29/2014
Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.
04/29/2014
A London investment boutique owned by the Bank of Montreal, is live on the private cloud-based Charles River Investment Management Solution for portfolio management, trading, compliance, and post-trade processing across its equity,
04/28/2014
RSM, which had made losses over several years, was acquired by Baker Tilly last year.
04/28/2014
There are around 700,000 high net worth individuals in the UK
04/25/2014
TPD Wealth Management buys Alderley Edge-based asset management firm
An Alderley Edge-based asset management company has been sold out of administration in a pre-pack deal.
04/24/2014
‘Schroders hasn’t suddenly become an acquisition machine by doing this.
04/24/2014
St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management
04/24/2014
Firms are upping their game on the recruitment front
04/24/2014
Schroders has moved to close two of its funds, owing to their small assets under management
04/24/2014
GSAM has also launched an Advanced Beta Strategies platform
04/24/2014
India, Cyprus will in the next few weeks finalize changes to their double taxation avoidance agreement
04/24/2014
With the recent introduction of a new legal instrument called a trust fund
04/23/2014
Sanlam mulling launch of D2C proposition
National advisory firm Sanlam Private Wealth intends to launch a direct-to-consumer investment platform
04/23/2014
Revenue increased by approximately 50% year-on-year to £49.6 million
04/23/2014
It is a move that has prompted concerns
04/22/2014
Impax wins Queen’s award
Impax was one of the first asset managers to create funds investing in environmental markets
04/22/2014
HSBC PB hires Barclays discretionary boss as UK wealth head
His role will include responsibility for various teams
04/22/2014
Wealth management sector faces unprecedented change
New research from Aite Group highlights that while the United Kingdom, the sixth-largest economy in the world,
04/22/2014
UBS And Mornign Star Offer Solvency II Service For Funds
A unit of UBS is collaborating with research firm Morningstar to help asset managers calculate solvency capital requirements (SCRs) under the Solvency II regime at the fund level.