07/30/2014
Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.
07/30/2014
World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.
07/30/2014
Leading firm of independent wealth managers joins MCA
As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.
07/29/2014
At the start of the third quarter of 2014, many of the underlying challenges and geopolitical issues that we have previously highlighted remain
07/29/2014
Income before income taxes (IBIT) of EUR 917 million, an increase of 16% from 2Q2013
07/29/2014
Funds under management of £47.6 billion (2013: £39.9 billion) - up 19% over the twelve months and 7% since the start of the year
07/29/2014
Entering an exclusive partnership with such a prestigious institution as Loughborough School of Business and Economics will give our community further opportunities to be champions of high quality advice and expertise
07/29/2014
Succession acquires Wealth Managemer in £5m deal
It pays a multiple of recurring revenues including an increased rate on revenues through Succession’s own white-label platform.
07/28/2014
Odey Asset Management makes Swiss push
Odey, which manages approximately $12.3bn of assets, is one of few London-based hedge funds to have expanded into Switzerland since analysts predicted a big wave of departures from the UK in 2010.
07/28/2014
Barclays Wealth fails to halt talent drain
Barclays declined to comment on the departures, which add to the growing list of senior executives to have left the bank since it announced it would pull out of 200 wealth markets last September.
07/28/2014
C. Hoare poaches clients from big banks with its 'boring' image
Hoare’s wealth management unit grew its funds under management by almost a fifth to £1.56bn, according to its annual report, which will be filed with Companies House on Monday.
07/28/2014
German Lender to Report Second-Quarter Earnings on Tuesday
07/28/2014
The reluctance of high street banks to fund small-scale residential developments has been credited with propelling the growth of Close Brothers' property finance division in Scotland in the past five years.
07/28/2014
Assets under management £322.5 billion
07/28/2014
The transaction will immediately add £40m in funds under management bringing the AFH's total to £820m and total adviser count to 127.
07/28/2014
As a leading securities services provider in the Luxembourg financial market, SGSS provides a complete range of securities services for asset managers and institutional investors, including settlement, custody and trustee services, fund administration, mi
07/28/2014
Rathbones named manager for £10m Charity Bond Support Fund
It is hoped that this will be able to cost effectively meet its financing needs and invest in long term growth whilst increasing the impact of the organisations work.
07/25/2014
Brown Shipley is planning to revamp its suite of funds later this year in a process that will include the launch of two new products.
07/25/2014
Bradley Stuart generated turnover of around £1.28 million in the year ended April 30, 2012
07/25/2014
The Swiss specialist in private banking, asset management and intermediation, is reaping the rewards of its massive bet on Spain with strong growth in 2013, including a 400% rise in the volume of SICAV and fund assets under management compared with 2012,