08/09/2013
Wealth Management Growth Seen on U.S. Expats, Facta, FT Reports
More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad
Wealth and Asset Management
08/08/2013
Deutsche to start Tilney sale talks in September
Deutsche Asset & Wealth Management has set a September deadline to kick off the first round of bids for its loss-making Tilney business.
08/08/2013
Charity Commission publishes new guidance on trustee decision making
The guidance 'aims to help increase trustees’ confidence when making decisions, and inform their process' by setting out key principles for good decision making.
08/08/2013
Charities SORP Consultation
The solution suggested is that a mixed motive investment should be treated as though it were a pure financial investment
08/07/2013
Schroders reports AUM up 21 per cent
Profit before tax up 25 per cent. to £221.7 million (H1 2012: £177.4 million)
08/07/2013
7IM plots ‘smart beta’ overhaul for passive funds
The wealth manager has already shifted part of the four AAP portfolios into such products.
08/06/2013
Old Mutual weathers emerging market storm
Funds under management up 9%
08/06/2013
Old Mutual Enters Deal For International Financial Data Services
Outsourcing and technology agreement for UK platform
08/05/2013
Standard Chartered Knocked By $1bn Korean Business Hit
Standard Chartered, which makes more than 90% of its profits in Asia, Africa, and the Middle East, said Korea remains its most difficult market and that it was writing down the value of the business.
08/05/2013
Pressure on Apcims to back standard DFM disclosure
The discretionary managers are due to meet with the Association of Private Client Investment Managers and Stockbrokers (Apcims) later this month to discuss the plans.
08/05/2013
Wealth manager tests African investments
Fund manager at the wealth manager has repeated an African proverb that 'no one tests the depth of a river with both feet' to explain its view of investing in the continent.
08/04/2013
Bankers bonuses soar to £4.2m while average workers lose out
City payouts went up by £1.8billion in a year as fatcats delayed their bonuses to take advantage of Chancellor George Osborne’s cut in the top rate of tax.
08/04/2013
Are bespoke discretionary portfolios sustainable on grounds of cost - London & Capital
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 vows to limit impact of EU bonus cap
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
Canaccord Genuity looks to Europe equities and property
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
Credit Suisse spins off Johim
There are no plans to change our people, business model or investment process
08/04/2013
New Pearson Jones wealth management specialist to support HPH
A new wealth management firm has been appointed to work alongside Harrogate accountants HPH, Chartered Accountants.
08/04/2013
Brooks Macdonald to expand fund range
Mr Macdonald said the firm was currently conducting market research to gauge investor appetite for more funds.
08/01/2013
Generali says won't sell BSI if price not right
The result, which Generali called its best half-year performance in the past five years
08/01/2013
Q2 2013 Private Client Indices
The Q2 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.