09/05/2014
Why financial planning trumps wealth management
Many of these changes have been subtle and confined to our back offices.
Wealth and Asset Management
09/05/2014
Three ways to protect your wealth in the event of a Scottish Yes vote
As a successful push for Scottish independence appears more likely, Barclays analysts suggest that there are still ways to hedge against a Yes vote
09/05/2014
Rothschild Sees “New Monetary World” & Recommends Hedges
Investment manager is still bullish on stocks, but concerned about interest rates and recommends a dose of protection in a portfolio
09/05/2014
HSBC Private Bank moves Swiss trust business to Jersey
The bank will retain Swiss-based trust front offices in Geneva and Zurich, as HSBC Switzerland is a key international booking centre for its global private banking operations.
09/04/2014
In-house fund dilemma: Wealth managers split over future of products
The FCA is expected to reveal its findings at the end of September
09/04/2014
Close Bros AM launches auto-enrolment platform for small companies
The wealth management group also offers CloseToMyPension Dynamic
09/04/2014
Succession assures more acquisitions
“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”
09/03/2014
Hargreaves to launch D2C discretionary service to plug advice gap
Head of financial planning Danny Cox (pictured) said the service would likely involve a self-select risk-rated model portfolio service, but added the finer details, such as a time-frame for a launch, were yet to be decided.
09/03/2014
Ellacotts Wealth crying out for quality paraplanners
An adviser fears that the struggle to find a good paraplanner could hold back his new company.
09/02/2014
Cambridgeshire IFA gets nod on discretionary permissions
The firm manages around £85 million of clients’ assets in the portfolios.
09/02/2014
Psigma: ‘Back to basics’ wins IFAs over
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
European Wealth Group opens Manchester office
With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals
09/02/2014
ABN AMRO further strengthens private banking in Europe
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
Novia takes £250k stake in advice firm
Tavistock Investments incorporates advice business Tavistock Partners and discretionary firm Tavistock Wealth.
09/02/2014
Speakers confirmed for Guernsey Trust event
The agenda for the day includes a variety of panel sessions
09/02/2014
Guernsey Finance debate to assess risk appetite
Guernsey Finance’s annual industry update is getting a fresh look this year, with a debate on risk appetite taking centre stage.
09/01/2014
Barclays’ Spanish wealth management division changes hands
Will consolidate its leadership in Spain, gaining approximately 550,000 new customers, mainly from the retail banking and private and personal banking divisions, as well as a network of 270 branches and approxima
09/01/2014
Funds gaining traction in discretionary portfolios
JP Morgan Private Bank and UBS Wealth Management see increasing use of funds in discretionary portfolios. A house view is also seen as synonymous with use of funds.
09/01/2014
Brewin slashes £13m off tech writedown bill
Along with this impairment charge, the Brewin said would need to pay a further £15 million over the next 10 years under original contracts.
09/01/2014
Invesco loses top spot to SJP in rankings
Invesco Perpetual’s status as the UK’s supreme fund management empire could be slipping through its fingers as it prepares to plunge from first to fourth in the domestic fund rankings.