12/10/2013
Lloyds Banking Group in new sell-off of management company
LLOYDS Banking Group last night put up for sale its remaining stake in wealth management company St James’s Place
12/10/2013
In a career spanning more than 20 years, he has also had spells at Citi Private Bank, Barclays Private Bank, Coutts and Merrill Lynch.
12/10/2013
The placement of 41.3 million shares is being carried out through an accelerated bookbuilding aimed at Italian and foreign institutional investors.
12/09/2013
Wealth firm opens up fund range to external investors
Plurimi has opened its asset management business to external investors.
12/09/2013
He will advise affluent clients on their finances and investment portfolios, as well as covering accounting, tax and estate planning.
12/09/2013
Bellpenny buys Glasgow-based IFA MGW
MGW is the second Glasgow-based IFA business purchased by Bellpenny, following its acquisition of K M Financial Advisers in August.
12/09/2013
It is a move that has been greeted with some unease amongst some sections of the fund buying community.
12/08/2013
The Middle East's billionaires – with a combined net worth of US$354 billion – hold a higher percentage of total wealth than in any other region in the world, findings from the Wealth-X and UBS Billionaire Census 2013 show.
12/05/2013
The new venture offers direct UK equity and multi-asset mandates to private clients and charities.
12/04/2013
Wealth Management income is up by a low single digit percentage year on year.
12/04/2013
Credit Suisse has been proactive in evaluating its client service model in Western Europe to ensure that it is ideally aligned to capture opportunities and perform well in the current market.
12/04/2013
McLagan, an Aon Hewitt company, has today announced its intention to acquire Scorpio Partnership, adding Scorpio’s wealth research and consulting insights to McLagan’s wealth management performance and reward advisory.
12/04/2013
RBC reports record earnings in Wealth Management
Record earnings in Wealth Management, up 18%
12/04/2013
Wealth Manager Top 100 star swaps BestInvest for Standard Life
Bestinvest senior fund researcher Mark Lane has left to take up a post with Standard Life Investments.
12/04/2013
Wealth managers, trust professionals keen to relocate
Even "several" who currently already live there were among the 28.6% who said they would most want to relocate to the Continent.
12/03/2013
It has enjoyed the best of both worlds: the open competition of the US, allied to the higher fees of Europe.
12/03/2013
SJP, Hargreaves and networks named as post RDR winners
In an unbundled world, this power appears to be shifting towards larger advisers and distributors.”
12/03/2013
Brewin Dolphin Holdings' total managed funds stood at £28.2bn at its year-end on 29 September compared with £25.9bn at the 2012 year-end.
12/03/2013
The Bennett's Hill as is the biggest Quilter Cheviot office in the UK and Ireland employing 43 staff.
12/03/2013
Newly established investment management company Cameron Hume Limited has appointed Northern Trust to provide full investment operations outsourcing for its assets under management on behalf of large, sophisticated institutional clients.