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.
11/20/2013
By using DT’s profiling service, it now makes it even easier for advisers to choose the most appropriate portfolio for their clients and is a further example of London & Capital’s continuing pursuit to meet advisers’ needs.
11/20/2013
R C Brown Raids Rowan Dartington Senior Team
Bristol based discretionary investment firm, R C Brown Investment Management (RCBIM) has recruited the team that managed the ‘Signature' investment proposition for Rowan Dartington.
11/20/2013
AFH Financial Group PLC has announced the acquisition of AG Financial Planning Ltd, an IFA based in Bridgend, Wales.
11/20/2013
Model portfolio solutions have enjoyed a meteoric rise over the past four years, but wealth managers remain divided on the ultimate impact for fund selectors.
11/19/2013
Canaccord Genuity to Consider Small Deals for U.K. Wealth Unit
Canaccord Genuity Group Inc. would consider small deals to build-up its U.K. wealth-management business even as it shuns larger acquisitions.
11/19/2013
Axa Wealth: Most young professionals lack investment strategy
The index revealed 55% of this demographic lacked a clear investment strategy, despite having "the biggest scope for wealth creation".
11/19/2013
Standard Life Wealth to be merged into SLI
Keith Skeoch, CEO, Standard Life Investments, said: “Following the recent acquisition of Newton Private Clients, Standard Life Wealth has become a substantial asset management business, which has created a deeper operational and investment link betw
11/19/2013
German giant Commerzbank to expand Swiss operations
The move came just months after the bank said 5,000 jobs would be axed as it tots up the toll from the financial and sovereign debt crises.
11/19/2013
Ninety percent of global multimillionaires are male, survey reveals
The global multimillionaire gender divide has been revealed by Spears Magazine in association with wealth consultancy company WealthInsight.
11/19/2013
AXA Wealth has restructured its 195-strong distribution team following the hire of former Transact head of operations Mark Links earlier this year.