04/14/2014
Brooks Macdonald snaps up Jersey wealth manager
AIM listed integrated wealth management group says the acquisition will allow “significant expansion”.
Wealth and Asset Management
04/14/2014
Rowan Dartington acquires online wealth platform
Isle of Man-based company supports the international adviser community through an open architecture platform which offers funds, direct equity holdings, structured products and various other investment instruments.
04/14/2014
30% of UK's wealthy say advice more expensive post RDR - Pershing
The findings form part of a study commissioned by Pershing, which also found that 22% of a 1,000-strong sample of wealthy individuals are considering changing their adviser or wealth manager.
04/14/2014
Iveagh name to go as City Financial buys family office wealth manager
The Iveagh name is to vanish from the investment world in the near future after the group agreed a deal with City Financial which will see the latter buy its fund range this year.
04/11/2014
Nordic group launches emerging Europe fund
The firm said the fund will operate with a bottom-up stock selection process
04/11/2014
The blockbuster bond fund you might not have heard of
The fund in question is the DNB AM Kort Obligasjon 2
04/11/2014
United kingdom insurance, investment management bodies to join forces
Britain's trade body for investment management is to merge with the investment arm of the insurance coverage sector association to a lot more successfully lobby on troubles affecting asset managers.
04/11/2014
U.K.’s Asset Managers Seek Strength Together
The U.K.’s asset management industry is circling the wagons.
04/10/2014
Apollo multi-asset team lifts off with European boost
Apollo Multi-Asset Management benefited from equity holdings in a recovering Europe
04/10/2014
Ashmore Group Assets Under Management Decline In 3rd Quarter
Smaller net outflows were experienced in local currency
04/10/2014
Amundi expands Eastern European footprint
Amundi Polska will begin by focusing on five locally domiciled funds
04/10/2014
Schroders CIO Matthew Oakeley is harmonising assets
Schroders has been through a major period of innovation, led by Matthew Oakeley, who describes the journey
04/10/2014
Fidelity adds four trackers to FundsNetwork range
Japan, Asia, Europe and emerging markets index trackers launched for platform-based range.
04/10/2014
Close Brothers Asset Finance awarded £40m by RGF
Close Brothers Asset Finance has been conditionally awarded a further £40 million portion of the Regional Growth Fund, according to an announcement made by the government.
04/09/2014
Group head of private clients leads management-led buyout of Dublin-based securities firm
c
04/09/2014
Blow for Invesco Perpetual as St James's Place pulls £8bn in funds and hands it to departed stockpicker Neil Woodford
SJP says this will ensure continuity of manager for its investors.
04/09/2014
Hargreaves tops FCA's investments complaints list
Hargreaves Lansdown has topped the FCA's list of consumer complaints in the investments category during the second half of 2013.
04/09/2014
Hargreaves tops FCA’s investment complaints list after 500% jump
Hargreaves Lansdown Asset Management witnessed a 500% increase in complaints in the latter half of 2013, the latest FCA figures show.
04/09/2014
WMA claims victory as EU scraps share trade restrictions
The Wealth Management Association claims 'common sense prevailed' as the European Parliament is set to adopt changes to its comprehensive regulation on investment products.
04/09/2014
Swiss and Global AM bond fund targets emerging markets at turning point
Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.