05/22/2015
UK wealth management firm set to exceed targets for fourth year running
The business announced that it has already secured £61m of new assets under management nine months into its financial year and is just £6m away from reaching its full-year goal.
05/22/2015
Barclays private banker strikes out alone with Leeds launch
His new office will take on the Raymond James banner, unlike other boutiques that operate with a different name but plug into the back office system.
05/22/2015
“The certainty that can offer the private wealth community will be a real competitive advantage for Jersey as investors increasingly seek centres that can offer high standards and effective asset protection capabilities.”
05/22/2015
"Receiving this accolade reflects our commitment to providing clients with a first class service. Being in the Top 25 is a testament of the hard work by our teams and it both recognises and reinforces our reputation of being an experienced and relia
05/22/2015
Mr Munday said the firm was also planning to move to new premises within 200 yards of its existing base
05/21/2015
Another Sipp firm partners with alternative lender
Mattioli Woods is set to partner with a peer-to-peer lender, in the latest example of the alternative lending option being made available within a pensions wrapper.
05/21/2015
Steve Hilton on banks: right problem, wrong answer
Pay bankers like civil servants and they will soon start running banks like government departments
05/21/2015
Profile: The Brewin & Barclays alum bringing the City to Brighton
Though called Brighton Capital Management, the firm is currently located a five-minute train journey away from the city
05/21/2015
The fund will typically hold 40 positions and have a high active share of around 90%, and a tracking error of 4-8%
05/21/2015
The OYSTER SICAV is a Luxembourg domiciled UCITS managed by SYZ Asset Management (Luxembourg) SA.
05/21/2015
Old Mutual Wealth sees sales go up at Intrinsic
Old Mutual Wealth’s gross sales increased by 16 per cent to £4.6bn in the first quarter of 2015.
05/20/2015
UK Wealth manager to launch trio of income funds
Wealth manager is preparing to launch three income funds in a bid to attract pension savers.
05/20/2015
The Rt. Hon. the Lord Mayor of the City of London Alan Yarrow while in Sri Lanka visited the Colombo Stock Exchange (CSE) on May 18 and took part in the Market Opening Ceremony
05/20/2015
An IFA has accused Old Mutual Wealth of unprofessionalism in a war of words, after the fund management group refused a client’s transfer request, which he claims led to him losing the client.
05/19/2015
The exclusive branch, which is located opposite the famous Harrods department store, will provide Gulf Co-operation Council clients with exclusive private banking services.
05/19/2015
Luxembourg private bank opens Hong Kong office
Banque Degroof Luxembourg SA announced today (May 19) that its subsidiary Degroof Asset Management (HK) Limited has recently been approved by the Securities and Futures Commission to provide asset management services for investment funds.
05/19/2015
With London increasingly becoming a favourite destination for Qatari nationals for business, investment, educational or personal purposes
05/19/2015
DST partners UK wealth manager
The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content.
05/19/2015
UK Private Bank signed as sole financial advisers to London Paramount
A London-based private banking firm has signed up as sole financial adviser to a ‘Best of Hollywood meets Best of British’ Disneyland-style resort planned in Kent.
05/19/2015
In an economic context that is fundamentally favourable to European equities, Michael Clements and his team can detect many undervalued stocks ripe for appreciation as a result of his long-term contrarian investment approach.