11/27/2013
Nine IFAs pick up coveted Gold Standard Award
Nine independent financial advisers were among the 35 businesses to pick up a Gold Standard Award 2013.
Wealth and Asset Management
11/26/2013
Wealth-X Announces Digital News Publication And Editorial Team
This unique publication will provide daily analysis on the fluctuations of the assets of the ultra wealthy by tracking initial public offerings, mergers and acquisitions, inheritance and succession, divorce and marriage, property sales and other large liq
11/26/2013
Charles Stanley looks to take on Barclays Wealth managers and open Cardiff office
Charles Stanley is in talks to take on a number of Cardiff-based Barclays Wealth and Investment Management investment managers and open an office in the Welsh capital
11/26/2013
Award and £15bn milestone for Quilter Cheviot
WEALTH management company Quliter Cheviot is celebrating winning an industry award and breaking the £15bn barrier for its funds under management.
11/25/2013
Most Wealth Managers Are Contemplating Outsourcing
Most wealth managers are looking to outsource some parts of their businesses in the next five years
11/25/2013
Rothschild-backed private equity arm goes it alone
The firm said that it has become fully independent after striking a deal with the banking group.
11/25/2013
Permira Poised to Buy Deutsche Bank's Wealth Management Arm
Private equity firm Permira is close to acquiring Deutsche Bank’s wealth management business
11/25/2013
Antwerp Diamond Bank plans to close its office in New York
The European Union regulator in Brussels appointed a trustee to supervise the divestment along with KBC and the closure was declared to clients last week.
11/25/2013
Netherlands Seeks to Cap Bankers' Bonuses at 20%
Banks will also be forced to limit severance pay and claw back bonuses when employees have violated professional standards or are responsible for hefty losses.
11/25/2013
Nicola Horlick: 'I Want to Find Companies in Leicester to Invest in'
Like most successful business people, Nicola Horlick hates being late for an appointment and repeatedly apologises after a motorway hold-up means she arrives 30 minutes behind schedule.
11/25/2013
UK Wealth Manager Number Drops 20% After Regs On Fees, Commissions
New regulations, including the U.K.’s Retail Distribution Review, make finding financial advice more complicated for wealth-management clients
11/24/2013
Lloyds In New St James’s Sale
Lloyds Banking Group is poised to sell a 12% stake in the wealth management firm St James’s Place before Christmas in a move that would reap £390m.
11/24/2013
Kleinwort Benson Group Announces Update on Regulatory Process for Proposed Acquisition of BHF-BANK
As a consequence of this, BaFin also confirmed that it had commenced the formal 60 working day review period for the approval of the entire transaction, which will expire on February 18, 2014.
11/24/2013
Finance Firms In Deal to Join Forces for the Future
Accountancy firm MGC Hayles has signed a partnership deal independent wealth management specialists Westerby Group.
11/24/2013
Sutton Coldfield IFAs Named In Top 50 Financial Advisors In UK
Gemini Wealth Management are proud to announce that they have been named in the Top 50 Financial Advisers in the UK according to FT Adviser Magazine and Matrix Solutions.
11/21/2013
Resolution In Talks to Sell its Lombard Wealth Management Unit
“A further announcement will be made as and when appropriate,” Resolution said in the statement.
11/21/2013
Charles Stanley Evercore buy paves way for adviser push
Wealth Manager can reveal that Pan Asset will be rebranded CS Pan Asset and operate as a standalone business under the Charles Stanley umbrella.
11/20/2013
Quilter Cheviot Awarded Industry Accolade for Successful Merger
The business was formed in January following the merger of Cheviot Asset Management and Quilter.
11/20/2013
Investec Profits Ease
Specialist bank and asset manager Investec said operating profit before goodwill, intangibles and taxation decreased 2.3% to £222.8m in the first half-year.
11/20/2013
Close Brothers Makes Positive Start To Year, Confident In Full Year Outlook
UK-based specialist financial services company Close Brothers Group Plc Thursday said it has made a positive start to the year and remains confident in the outlook for the current financial year.