11/12/2013
Assets under management reached £3.4 billion at the end of September, up from £2.4 billion year-on-year with the £315 million net inflow a massive surge from the £189 million it attracted in the same period last year.
11/12/2013
Marketing to HNW clients
Most private banks do not offer a comprehensive financial planning service. Solutions tend to be purely product or investment-led, with little regard for the client’s long-term financial plan
11/12/2013
SJP non-exec chairman steps down amid board changes
St James’s Place has announced a number of changes to its board of directors as non-executive chairman Charles Gregson steps down to be replaced by senior non-exec director Sarah Bates.
11/12/2013
National advisory firm Chase de Vere has created a specialist division to service high-net-worth individuals, promoting Darren Pearce as head of the team.
11/11/2013
Smith & Williamson wins Citywire Performance Award for Steady Growth
Smith & Williamson ranks among the top ten independently owned wealth managers* in the UK, with over £14 billion of funds under management and advice (as at 30 September 2013).
11/11/2013
Sanlam eyes merger in move to streamline UK-based operations
Sanlam is to streamline its business in the UK and is considering merging its Sanlam Private Investments (SPI) arm and Sanlam UK brands.
11/11/2013
The Geneva-based unit isn’t profitable
11/10/2013
Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.
11/10/2013
We have trawled the sector to identify the individuals with significant influence over fund selection processes at their companies.
11/10/2013
Standard Chartered has been one of the best performing banks over the last decade, trebling in size and delivering compound annual income growth of 15 percent
11/07/2013
Client assets grow to € 51.8 billion
11/06/2013
The strong performance follows a recent successful refresh of the platform aimed at giving it a new look and feel and enhanced accessibility for advisers, and their clients.
11/06/2013
Profits for the nine months to 30 September hit £349.6m, also up sharply by 31% from 2012's figure of £266m.
11/05/2013
"Our strong momentum continued with a third consecutive quarter of positive net client cash flow in all our businesses.
11/05/2013
Rathbones, led by Andrew Pomfret, currently manages money for over 1,000 charities.
11/05/2013
Although the ex-Merrill Lynch CIO is optimistic on the global recovery and sees a number of compelling investment opportunities, he warned risks still remain before a transition to a full-blown growth phase.
11/05/2013
The real estate investment firm says it is their third single family office client, with the other two headquartered in the UK.
11/04/2013
Brooks Macdonald Asset Management has opened its 11th office following the launch of a base in Warwickshire.
11/04/2013
The product will be collateralised in line with Ucits IV regulations with collateral in the form of government bonds from six different countries.
11/03/2013
The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.