08/04/2013
The industry debate rages….. whether smaller bespoke discretionary portfolios are sustainable on grounds of cost, with a number of DFMs reviewing the suitability of clients with smaller pots.
08/04/2013
HSBC has vowed to sidestep European proposals to cap bankers bonuses to prevent an exodus of talent in its Asian and American markets, potentially by raising salaries.
08/04/2013
Nigel Cuming, CIO of Canaccord Genuity Wealth Management, is considering allocating to European equities and property as equity markets continue to rally.
08/04/2013
There are no plans to change our people, business model or investment process
08/04/2013
A new wealth management firm has been appointed to work alongside Harrogate accountants HPH, Chartered Accountants.
08/04/2013
Mr Macdonald said the firm was currently conducting market research to gauge investor appetite for more funds.
08/01/2013
The result, which Generali called its best half-year performance in the past five years
08/01/2013
The Q2 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
08/01/2013
The desk provided visa fast-tracking and advice services for overseas investors with more than £1 million under their possession in the UK
08/01/2013
Sales on the Elevate platform rose by 52%, from £622m to £945m while assets under management increased by 48% from £4.3bn to £6.4bn.
07/31/2013
Total net growth in funds managed by our investment management business was £780 million in the first half of 2013
07/31/2013
The European Banking Authority (EBA) has launched a consultation on the different tools that banks can use to meet the standards of the bankers’ bonus cap legislation.
07/31/2013
He and Mr Wilcocks were former colleagues in the wealth management division of Barclays and Mr Duddridge has extensive financial sector expertise.
07/31/2013
The official launch of the office was conducted by St James’s Place Wealth Management’s executive director for the North West and North Wales, Matt Quinn.
07/31/2013
They adopt a new-model of investing
07/30/2013
An analyst note from the bank said: ‘St James’s Place appears well placed for the post-RDR world. We expect sales to be boosted in H2 as the partnership [SJP advisers] begins to pick up “orphan” clients whose advisers retired as a
07/30/2013
The Group recorded a good performance in the third quarter to 30 June 2013.
07/30/2013
Net inflow of funds under management of £1.99 billion (2012: £1.51 billion) up 32%
07/30/2013
The Swiss bank said asset management and private banking together contributed two thirds of total profits, almost doubling in two years as Vontobel seeks to be less reliant on its investment banking business.
07/30/2013
Net revenue increased by 4.8% to £126.1M