01/24/2014
Charles Stanley total client funds reach £20.1bn
Charles Stanley Group’s total client funds reached a record £20.1bn in the fourth quarter of 2013, up 9 per cent from £18.48bn the previous quarter.
01/24/2014
Charles Stanley Group’s total client funds reached a record £20.1bn in the fourth quarter of 2013, up 9 per cent from £18.48bn the previous quarter.
01/24/2014
A representative for Zurich-based Credit Suisse confirmed the memo’s contents.
01/24/2014
This is the most authoritative look at consolidation activity in the global wealth space.
01/23/2014
Elsewhere, the group said it had maintained a 95% client retention rate and, over the year, had grown adviser numbers almost 10% to 1,958.
01/23/2014
Brown Shipley has emerged as a potential buyer, a move that would bolster the private bank’s investment management operation in London.
01/22/2014
Portfolio Adviser rewarded the UK's finest portfolio managers last night at its invitation-only Wealth Manager Awards held in London.
01/21/2014
The Fund targets a 7-9% net IRR, via quarterly cash distributions, offering low volatility of returns and superior access to assets via a proven and highly respected Investment Adviser.
01/21/2014
Barclays Wealth & Investment Management’s European CIO, Kevin Gardiner, said the firm has moved heavily overweight cash on fears an equity market correction is “long overdue”.
01/21/2014
The news comes as the government tries to boost competition in the banking industry
01/21/2014
The National Family Business Day, launched by Family Business United is designed to recognise the invaluable contribution family businesses make to the British economy, a fact that has often gone unreported and under-appreciated.
01/21/2014
This 12 percent increase on the Collateral Highway – which allows users to seamlessly source and mobilise their securities irrespective of location in order to cover trading exposures and to access central bank liquidity – comfortably eclipsed
01/20/2014
Its parent Deutsche Bank had a tough quarter, recording a net loss of €965 million for the last three months of the year as a slowdown in fixed income trading took its toll on earnings.
01/20/2014
The standard cost to transfer an account from Barclays Wealth is £20 for each fund or stock held and £50 if moved offshore.
01/20/2014
He is a highly experienced business leader within banking, wealth management and investment management sectors. He has held a number of senior executive roles including Vice Chairman & Group CEO at Sanlam Private Investments UK, Group CEO of the Ansba
01/20/2014
Just weeks after Standard Life Wealth was brought under the wing of the Standard Life Investments division, it is losing one of its key players.
01/20/2014
Prosperity Independent Financial Advisers and Stockbrokers has joined forces with investment specialist
01/20/2014
The companies did not disclose the price tag of the deal.
01/17/2014
Although the private banking market is relatively young in Russia, local banks are now capable of competing with their Western colleagues in terms of complex and exotic investment vehicles
01/17/2014
Brown Shipley is compensating clients who saw their investments in Anglo Irish and Lambay bonds wiped out after the bank was nationalised in 2009.
01/16/2014
A year on from the introduction of the Retail Distribution Review, two thirds of advisers are optimistic about their prospects over the next 12 months, with only 10% expecting things to decline.