01/07/2013
Sarasin & Partners have announced that the two funds of funds, the Sarasin Global Diversified Fund of Funds and the Sarasin Global Equity Fund of Funds, which were launched last year, have been added to a range of platforms.
01/06/2013
The year ahead is set to be as tumultuous as the past few years as the eurozone continues to navigate its way out of a debt crisis, the BoE welcomes a new governor and the US tackles the fallout of the fiscal cliff.
01/06/2013
All independent financial advice previously provided by Clarion will be provided by Clarion Wealth Planning. Discretionary investment management services will now be supplied by Clarion Investment Management.
01/06/2013
The change has come into effect immediately and follows a rush of investment managers moving to streamline their retail and institutional share classes in time for the retail distribution review.
01/03/2013
Full details to be announced internally later in January
01/03/2013
Move to restricted among larger firms contrasts sharply with survey figures for wider IFA sector.
01/03/2013
“It’s a stark reminder that financial services are one of the only globally competitive businesses that the UK has.”
01/03/2013
Its final milestone was reached on December 31, when its specialist Family Suntrust family SIPP went live as an RDR-ready retirement solution
01/02/2013
The money will be invested on a platform
01/02/2013
Platform Plus is part of OCM Wealth Management’s IFA brand ‘Daedalus’
01/02/2013
Growth for the 26 year old firm has been achieved through a 66% increase in AUM from US clients domiciled in the UK
01/01/2013
The firm has had a busy year, undergoing two acquisitions, key hires and a programme of change, and as it previously lamented, 2012 turned out to be a 'difficult' year as markets remained volatile.
01/01/2013
Last year was a great one for the world’s billionaires
01/01/2013
Advice firm moves to strike deals with private banks for clients they can no longer serve under new rules.
01/01/2013
Vertically integrated firms act as both a provider and distributor.
01/01/2013
Numerous fundraising activities were organised throughout the last twelve months, including comedy nights, a sponsored abseil and a 10k run.
12/30/2012
He steered banking regulator through period of unprecedented turmoil before stepping down in June.
12/30/2012
Major banking employers required to release information in wake of financial crisis
12/30/2012
Boris Johnson exhorted the French to “venez a Londres, mes amis”. It seems his words are being heeded.
12/26/2012
The acquisition is expected to be earnings enhancing for STB in the 2013 financial year.