05/15/2014
New offices and expanding team for Leeds wealth management firm
Mitchell Wealth Management expanded its operations with new personnel at its base in The Calls, Leeds, as well as moving into additional office space to keep up with expansion.
05/15/2014
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Lobby group BBA responds to tough new proposals from the Bank of England
05/15/2014
Banking group HSBC Holdings Plc has attempted to head off investor criticism over a new pay plan, capping any share bonus for its Chairman Douglas Flint this year at 1 million pounds and saying it would be a one off.
05/15/2014
Manchester-based stockbroker scoops retail award from Hargreaves
Manchester-based stockbroker has built its business, and won the Financial News's award for Best Retail Sector Pensions Provider, off the back of both product innovation and punching above its weight in the public debate.
05/15/2014
Investment firm snaps up East Midlands IFA
The purchases mark the beginning of an ‘ambitious’ expansion programme for the recently established AIM quoted group as it plans to assemble a national financial services business.
05/15/2014
CEO Paul Feeney said: "We are taking high quality wealth management services and making them available to all retail investors through our platform where they can view their investments at any time via our new online customer centre.
05/14/2014
Loughborough-based Chesterton House Financial Planning also recently launched a solicitor arm
05/14/2014
The Diversified Alpha investment committee is chaired by Pictet head of total return equities Philippe de Weck
05/14/2014
SGSS was selected for its widely-recognised expertise as a correspondent bank and its capacity to accompany Wells Fargo Asset Management
05/14/2014
German insurer Allianz saw 21.7 billion euros in net investment outflows from its bond fund manager Pimco in the first quarter, hurting performance fees and contributing to a 28 percent decline in asset management operating profit.
05/14/2014
Our outlook remains optimistic with the impact of recent acquisitions expected to have a positive effect on earnings in 2015
05/14/2014
Allianz SE's said Wednesday that first-quarter net profit fell 4% as a weaker contribution to earnings from its asset management business outweighed falling claims costs and revenue gains.
05/14/2014
Funds under management grew strongly in Rathbone Unit Trust Management
05/14/2014
PwC & ING to launch new 'sporting family consulting service'
The shared expertise and philosophy that PwC and ING are offering will provide a fresh approach and we’re delighted that they’ve chosen Soccerex as the event to present it to the industry.
05/14/2014
Not only will the political fallout from independence be immense, it could also have major financial implications
05/14/2014
The fund adds to the series of debt vehicles to have closed successfully in recent months, on the back of strong investor demand for credit solutions.
05/14/2014
New consultancy company targets international wealth management industry
He has returned to the industry with the launch of his own business consultancy company, Landmark Financial Solutions.
05/14/2014
The decision, made last November, resulted in a 35% reduction in its private banker head count
05/13/2014
SEI Wealth Platform Extends Strategic Partnership With Towry
SEI announced today that Towry, the wealth adviser, has extended its contract with the company for an additional seven years, until July 2021.