06/12/2014
No sale plans for Quilter Cheviot as it undercuts rivals
Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.
06/12/2014
Geneva’s French Ties Fray as Banks Tell Clients to Come Clean
For more than a century, the Swiss city of Geneva has provided wealthy French families with a convenient and safe place to stash their money.
06/12/2014
Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund
The fund invests in 10 stock markets across the continent
06/12/2014
Wealth company joins finance expert
A FAMILY-RUN North-East wealth company has joined a finance expert
06/12/2014
The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.
06/12/2014
F&C Macro Global Bond Fund Announces New Fund Managers
They will be supported by a 14-strong team covering global rates, currency, macro and money markets and bond and FX dealing.
06/11/2014
Societe Generale Private Banking Hambros (SGPB Hambros), the UK wealth management arm of Societe Generale Private Banking, has launched its new advisory division with nine hires.
06/10/2014
Global private wealth rises to $152tn
"In nearly all countries, the growth of private wealth was driven by the strong rebound in equity markets that began in the second half of 2012," the firm said in its report.
06/10/2014
Ascentric has boosted its assets under administration to £8 billion thanks to its white label service.
06/10/2014
Gilbert said the firm was in talks with interested parties
06/09/2014
Outsourcing investment: Why Independent Advisers (Scotland) uses Standard Life Wealth
We only started using Standard Life Wealth in the past year
06/09/2014
Prestige AM signs distribution deal with Natixis
UK-based Prestige Asset Management has signed a product structuring, marketing and distribution deal with Natixis, the second-largest banking player in France
06/09/2014
The transfer follows the completion of the acquisition of Swip by Aberdeen in April for £550 million. Following the deal Will Low, director of global equities, left the group alongside chief executive Dean Buckley.
06/09/2014
The pursuit of excellence is a driving principle at Rathbones
06/09/2014
UK wealth manager fails to disclose up-to-date dealing costs
Firm’s True & Fair Campaign has for the past two years accused the industry of covering up costs
06/09/2014
The Canadian firm is seeking ways to tap into the UK manager’s strengths in Europe
06/09/2014
The regulatory team at Coutts has certainly got its work cut out over the next few months.
06/05/2014
Investment 2020 is helping people growing up in Britain and London who might not think of themselves as being natural fits for the financial services industry and are helped into it by this scheme.
06/05/2014
Leading discretionary fund managers have rejected a report’s insinuations that their costs are excessive and opaque.
06/05/2014
Brewin Dolphin wealth management provides their latest comments following the Queen’s speech