08/28/2013
St. James's Place targets women in recruitment drive
Academy director Adrian Batchelor says there is “no justification” for the sector being so dominated by men.
08/28/2013
Academy director Adrian Batchelor says there is “no justification” for the sector being so dominated by men.
08/28/2013
The bank maintained in July that the agreement would have no impact on its income statement
08/27/2013
Infinity says “a large percentage” of its existing clients have thus far switched some or all of their investible assets over to Bestinvest (BI), and “virtually all new clients are choosing it as their investment manager”.
08/27/2013
UK Select Trust Shareholders Have Voted to Revamp The Investment
08/27/2013
Wealth-X will provide the non-profit organisation unrivalled access to the world's largest collection of curated research.
08/27/2013
Overall the firm’s profits before tax increased by 10% to £5.5 million
08/27/2013
Towry’s Gauis Jones has joined Ashcourt Rowan as Chief Executive of the firm’s Financial Planning Business.
08/27/2013
Swiss banks UBS and rival Credit Suisse are under pressure to derive more of group profits from wealth management and Singapore is the largest hub for the business outside Switzerland in both cases.
08/27/2013
She joins Coutts from The Renaissance Group
08/27/2013
The research, which covered 32 DFMs that offer outsourced services to financial advisers, found that more than £24bn is managed on this basis, with the average amount managed per client at £249,477
08/26/2013
The new rules, which were introduced in January are full of intricacies, as firms seeking to describe themselves as independent have to advise on the full scope of retail investment products, which includes life assurance policies and pensions.
08/26/2013
Henderson's Head of Multi-Asset Bill McQuaker is backing value managers to outperform in what he describes as a more 'granular market'
08/25/2013
The platform will facilitate direct investments across a range of assets, including private equity, pooled investments, real estate, private equity, commodities, art and antiques.
08/25/2013
But Lesmoir-Gordon, Boyle & Co, a boutique bank set up by Schroders’ veterans Richard Lesmoir-Gordon, Andrew Boyle and Nick Smith, is aiming to change that.
08/22/2013
Dutch state-owned bank ABN AMRO reported second-quarter net profit of 402 million euros ($536.5 million)
08/22/2013
They form part of the Quilter Cheviot North West operation, which also includes Manchester and North Wales, with total funds under management of more than £1.2bn.
08/21/2013
This latest deal means that Bellpenny has now established a presence in Scotland, England and Wales since its launch last year.
08/19/2013
The team have experience of working for a small selection of the most prestigious names in the wealth management industry
08/18/2013
A boutique wealth manager offering a bespoke private client service is to launch its first retail fund as it seeks to diversify its business.
08/18/2013
Currently around 126,000 U.S. nationals reside in the U.K.