04/08/2014
Wealth firm partners Peterborough council for infrastructure fund
The fund is targeting an ‘above inflation return’ for investors, with an emphasis on yield.
04/07/2014
Wealth and asset management: 2014 key themes
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
The fragmented UK wealth management sector is shrinking as firms quit, bulk up or look to service a more profitable slice of the country's growing number of rich clients, to cope with costly new regulations.
04/06/2014
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget
04/06/2014
Ex-Executive of Dutch Bank and His Family Found Dead
Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”
04/04/2014
Swiss wealth manager seeks deals to tap Latin American Millionaires
Switzerland’s third-largest wealth manager is searching for deals in Latin America where millionaires are increasingly banking onshore.
04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
St James's Place, which gives face-to-face advice to wealthy clients, said it was transferring management of the assets and half would go to Woodford's new venture.
04/04/2014
Hampden buys into new bank
Entwistle, chairman of Scoban, said: “It is a very exciting development for us to have a company such as Hampden taking a significant investment in our new bank.”
04/04/2014
The financial advisory and discretionary wealth firm told the market it had received commitments to subscribe for a total 1,157,854 shares of 10p in the company at a price of 140p per share.
04/04/2014
The six quit Brewin last March to join Charles Stanley and launched a Leicester office for the company.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business
04/04/2014
As more workers use defined-contribution pension arrangements and new government rules allow them more control over their retirement savings, the need for assessments of systematic risk at asset managers has grown.
04/03/2014
Over the last 25 years, Europe has increased its share of the number of the world’s biggest fortunes
04/03/2014
Discretionary managers to merge
The deal to combine the two firms has been granted regulatory approval and will go through on April 30.
04/03/2014
Ruffer Investment Company Ltd Wednesday reported a negative total return between the start of January and the end of March.