04/29/2014
Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.
04/29/2014
A London investment boutique owned by the Bank of Montreal, is live on the private cloud-based Charles River Investment Management Solution for portfolio management, trading, compliance, and post-trade processing across its equity,
04/28/2014
RSM, which had made losses over several years, was acquired by Baker Tilly last year.
04/28/2014
There are around 700,000 high net worth individuals in the UK
04/25/2014
TPD Wealth Management buys Alderley Edge-based asset management firm
An Alderley Edge-based asset management company has been sold out of administration in a pre-pack deal.
04/24/2014
‘Schroders hasn’t suddenly become an acquisition machine by doing this.
04/24/2014
St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management
04/24/2014
Firms are upping their game on the recruitment front
04/24/2014
Schroders has moved to close two of its funds, owing to their small assets under management
04/24/2014
GSAM has also launched an Advanced Beta Strategies platform
04/24/2014
India, Cyprus will in the next few weeks finalize changes to their double taxation avoidance agreement
04/24/2014
With the recent introduction of a new legal instrument called a trust fund
04/23/2014
Sanlam mulling launch of D2C proposition
National advisory firm Sanlam Private Wealth intends to launch a direct-to-consumer investment platform
04/23/2014
Revenue increased by approximately 50% year-on-year to £49.6 million
04/23/2014
It is a move that has prompted concerns
04/22/2014
Impax wins Queen’s award
Impax was one of the first asset managers to create funds investing in environmental markets
04/22/2014
HSBC PB hires Barclays discretionary boss as UK wealth head
His role will include responsibility for various teams
04/22/2014
Wealth management sector faces unprecedented change
New research from Aite Group highlights that while the United Kingdom, the sixth-largest economy in the world,
04/22/2014
UBS And Mornign Star Offer Solvency II Service For Funds
A unit of UBS is collaborating with research firm Morningstar to help asset managers calculate solvency capital requirements (SCRs) under the Solvency II regime at the fund level.
04/21/2014
The wealth sector is gripped by merger mania
The wealth sector is gripped by merger mania as advisory firms jump into each other’s arms to deal with rising costs and regulatory challenges.