11/26/2013
Charles Stanley is in talks to take on a number of Cardiff-based Barclays Wealth and Investment Management investment managers and open an office in the Welsh capital
11/26/2013
WEALTH management company Quliter Cheviot is celebrating winning an industry award and breaking the £15bn barrier for its funds under management.
11/25/2013
Most wealth managers are looking to outsource some parts of their businesses in the next five years
11/25/2013
The firm said that it has become fully independent after striking a deal with the banking group.
11/25/2013
Private equity firm Permira is close to acquiring Deutsche Bank’s wealth management business
11/25/2013
The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.
11/25/2013
Banks will also be forced to limit severance pay and claw back bonuses when employees have violated professional standards or are responsible for hefty losses.
11/25/2013
Like most successful business people, Nicola Horlick hates being late for an appointment and repeatedly apologises after a motorway hold-up means she arrives 30 minutes behind schedule.
11/25/2013
New regulations, including the U.K.’s Retail Distribution Review, make finding financial advice more complicated for wealth-management clients
11/24/2013
Lloyds Banking Group is poised to sell a 12% stake in the wealth management firm St James’s Place before Christmas in a move that would reap £390m.
11/24/2013
As a consequence of this, BaFin also confirmed that it had commenced the formal 60 working day review period for the approval of the entire transaction, which will expire on February 18, 2014.
11/24/2013
Accountancy firm MGC Hayles has signed a partnership deal independent wealth management specialists Westerby Group.
11/24/2013
Gemini Wealth Management are proud to announce that they have been named in the Top 50 Financial Advisers in the UK according to FT Adviser Magazine and Matrix Solutions.
11/21/2013
“A further announcement will be made as and when appropriate,” Resolution said in the statement.
11/21/2013
Wealth Manager can reveal that Pan Asset will be rebranded CS Pan Asset and operate as a standalone business under the Charles Stanley umbrella.
11/20/2013
Quilter Cheviot Awarded Industry Accolade for Successful Merger
The business was formed in January following the merger of Cheviot Asset Management and Quilter.
11/20/2013
Investec Profits Ease
Specialist bank and asset manager Investec said operating profit before goodwill, intangibles and taxation decreased 2.3% to £222.8m in the first half-year.
11/20/2013
Close Brothers Makes Positive Start To Year, Confident In Full Year Outlook
UK-based specialist financial services company Close Brothers Group Plc Thursday said it has made a positive start to the year and remains confident in the outlook for the current financial year.
11/20/2013
Credit Suisse to Ring-Fence Swiss Operations
Credit Suisse’s UK operations will remain the hub of its European investment banking business while Credit Suisse is planning that its two principal UK operating subsidiaries (Credit Suisse Securities (Europe) Ltd and Credit Suisse International) wi
11/20/2013
St Helens-based LS Wealth Management is to rebrand as Beaufort Financial Planning North West as it looks to become more aligned with its network.