01/31/2013
Mr Yearsley, who formerly worked at Bristol-based Hargreaves Lansdown, said Charles Stanley’s new platform will be a success if it moves up to second position in the market in the next few years.
01/31/2013
The Q4 2012 performance figures for the ARC Private Client Indices and Charity Indices have been calculated.
01/31/2013
Quadruple hire powers near tripling in Vestra profits
As it reported on its financial performance, Vestra pointed to the challenging conditions. However, in a filing to Companies House, the firm appeared to have navigated these smoothly, highlighting growth in its client bank ‘at a good price’ an
01/31/2013
Signia's Robinson hire paves way for Leeds and Manchester arms
The expansion plans follow the boutique’s hire of former Schroders Private Banking boss Rupert Robinson for the newly created role of head of wealth management.
01/30/2013
The achievement of the maximum ‘5 Star’ Rating for multiple discretionary propositions across Defaqto’s two Discretionary Fund Management rating classes is a rare feat indeed.
01/30/2013
Seymour Pierce enters int’l asset management market
Until now, the company, which traces its roots back to 1845, has catered mainly for British investors
01/30/2013
Berry Asset Management has been announced as the winner of the ‘Best Innovation’ award at the inaugural ‘Portfolio Adviser Wealth Manager Awards’.
01/30/2013
When, more than one hundred years ago, George Gilbert Williams, president of the famously conservative Chemical Bank, was asked for the secret of his success, he replied: “The fear of God”. There’s nothing new under the sun!
01/30/2013
BNY Mellon will provide a full suite of services to the Irish fund range including derivative execution, KIID production, daily performance reporting and share class hedging.
01/29/2013
How 7IM plans to beat its rivals in the private banking space
In May of last year it announced that it would start taking deposits and offering clients loans through its platform.
01/28/2013
7IM reckons it can do better and more cheaply
01/28/2013
Wealth managers are under pressure to rev up their profits. Over the past several years revenues have been sluggish, margins tighter, and costs - particularly those involving regulatory compliance - higher.
01/28/2013
His departure from the bailed-out bank has been the topic of speculation for many weeks ahead of a fine
01/28/2013
The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm
01/27/2013
Michele Ferrero, owner of renowned chocolate maker Ferrero, is the wealthiest Italian, according to research published by data and information consultancy Wealth-X.
01/27/2013
Seven Investment Management says it still plans to offer advisers a lending facility despite delays to the service’s launch.
01/27/2013
On its website it says: ‘The Bank is managed with the financial conservatism that has been the hallmark of the family.
01/24/2013
Wealth management is the most attractive and undervalued business for the banking universe in 2013
01/24/2013
Sun Life Financial ranked 85, while Royal Bank of Canada came in 87
01/24/2013
Total client funds under management rose by 4.6% in the three months to the end of December