01/16/2014
Brewin Dolphin offers support to North East Chamber of Commerce club
Wealth management company Brewin Dolphin has signed up to support the North East Chamber of Commerce President’s Club for the next 12 months
01/16/2014
Arbuthnot Banking in line with forecasts
Arbuthnot Latham has reported strong growth in its assets under management for the fourth quarter
01/16/2014
“If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”.
01/15/2014
"Mutual fund inflows of GBP458 million in the fourth quarter were driven by improved client sentiment and strong delivery from our increasingly broad distribution network," Chief Executive Edward Bonham Carter said in a statement.
01/15/2014
Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London.
01/14/2014
UBS Sees Increasing Swiss Competition in U.K. Wealth Push
UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.
01/14/2014
The service will provide support and networking opportunities for family businesses with a programme of tailored regional seminars, conferences and networking events. These will be supported by the Family Business Insight LinkedIn Group.
01/14/2014
UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.
01/14/2014
Davy Stockbrokers has acquired Northern Irish wealth management firm, Square Seven Financial Planning, which has 400 clients and £75m of assets under management for an undisclosed fee.
01/14/2014
It’s more than just making money – it’s about: Trust, Transparency & Technology
01/14/2014
Other potentially controversial elements are the lack of an upper limit on bonuses for the directors, including Martin Gilbert, who founded the firm 30 years ago.
01/13/2014
A clutch of private-client investment firms, including Rathbones, Towry and Quilter, is believed to be looking over the business, estimated to be worth £50m.
01/13/2014
J.O.Hambro Investment Management has rebranded itself as Waverton Investment Management today following the management buy-out from Credit Suisse.
01/13/2014
This acquisition adds c.£215 million in discretionary assets under management and c.£2 million of predominantly recurring annual revenues.
01/13/2014
“The acquisition of Legis Group’s Guernsey trust operation adds further scale to Butterfield’s international trust business, and adds to the strength and depth of our specialist trust team internationally.”
01/13/2014
The key findings highlight the tensions currently being felt, suggesting a risk of conflict between members and trustees:
01/13/2014
Recognising the increasing demand for global equity income investments, Sarasin & Partners has launched two new global equity income funds.
01/12/2014
German financial watchdog Bafin has spoken out against Deutsche Bank's bonus policy and urged the country's flagship lender to abide by new remuneration rules
01/10/2014
Barclays unveils regional management line-up as job cuts bite
Barclays has unveiled a streamlined regional management structure after an overhaul of its wealth business led to a raft of regional roles being cut.
01/10/2014
The Firm currently has 61 employees and consultants based in Hong Kong, Singapore, Switzerland and the US.