01/28/2013
The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm
01/27/2013
Michele Ferrero, owner of renowned chocolate maker Ferrero, is the wealthiest Italian, according to research published by data and information consultancy Wealth-X.
01/27/2013
Seven Investment Management says it still plans to offer advisers a lending facility despite delays to the service’s launch.
01/27/2013
On its website it says: ‘The Bank is managed with the financial conservatism that has been the hallmark of the family.
01/24/2013
Wealth management is the most attractive and undervalued business for the banking universe in 2013
01/24/2013
Sun Life Financial ranked 85, while Royal Bank of Canada came in 87
01/24/2013
Total client funds under management rose by 4.6% in the three months to the end of December
01/24/2013
Brooks Macdonald Group plc today announces a trading update for its half year ended 31 December 2012 together with an update on its funds under management.
01/23/2013
The cuts come after some 360 job losses were announced earlier this week.
01/23/2013
Funds under management of £34.8 billion (2011: £28.5 billion) up 22% over the year
01/22/2013
Claims it is on track to return to profitability in the coming year.
01/21/2013
Fund manager merger to be completed after regulator agrees deal.
01/21/2013
Platform sees 10,000 clients set up on fee service since its launch in October.
01/21/2013
Private banking's new play: schmoozing with a dynasty
01/20/2013
Dutch banking and insurance group SNS Reaal is in talks to sell a private banking business to rival Bank ten Cate, as it battles to avoid a second state bailout following huge losses on property loans.
01/17/2013
Chief executive describes “strategic partnerships”.
01/17/2013
"This is the first significant change to our grid during my almost 20 year tenure at Raymond James."
01/16/2013
Assets under management of £193.4 billion at 31 December 2012 were 3% higher than at 30 September 2012.
01/16/2013
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/15/2013
City firms planning to defer bonus payments until after top 50p tax rate drops to 45p