03/05/2014
Intrinsic owner promises not to tie down advisers
The new owner of network intrinsic has promised it will not force its advisers down a single tied route.
03/05/2014
Private bank Scoban will embark on a £40 million capital raising after receiving confirmation that it is set to receive its banking licence from the PRA.
03/05/2014
The index, which was produced by Forbes Insights, is based on an anonymous online survey of individuals with at least US$5 million in investable assets
03/05/2014
The Swiss unit, Bank Morgan Stanley AG, may be sold or wound down, said the person, who asked not to be identified because no decision has been reached.
03/04/2014
Gloucestershire wealth management firm St James's Place could be about to join the list of top companies on the FTSE 100.
03/04/2014
GAM Holding AG, the Swiss money manager that split from Julius Baer Group Ltd., reported a more than doubling in full-year profit, proposed a higher dividend and said it’s planning a new share buyback program.
03/04/2014
Close Brothers pledges to support family businesses
Close Brothers Asset Management is in the process of launching a host of initiatives which the firm said would help wealth managers communicate key issues to clients and prospects.
03/03/2014
St James’s Place is most likely candidate for inclusion in London’s benchmark index when the latest reshuffle is announced after the close of trade on Wednesday
03/03/2014
Regional Stars Awards are voted for by hundreds of financial advisers across the UK
03/03/2014
Both appointments further enhance the depth of talent within WH Ireland’s Birmingham office.
03/03/2014
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
02/28/2014
Old Mutual announces acquisition of 3,000 adviser firm
The move, first tipped by Money Marketing in December, will see Intrinsic retain its brand and management team.
02/28/2014
Banks are well aware that money laundering risk must be addressed in the context of wealth management.
02/28/2014
Jupiter chief executive Edward Bonham Carter said the firm is 'exploring' options for its wealth business.
02/28/2014
But while the bank’s Gibraltar operation appears safe for now, it may have reduced capacity to take on new local business in the future.
02/28/2014
Seb Dovey, managing partner at Scorpio Partnership talks to Hubbis about the definition of wealth management today
02/28/2014
‘We have had a very positive start since our launch in November last year and have attracted a lot of new wealth management business
02/27/2014
U.S. hedge fund acquires 11 pct derivatives stake in F&C Asset Management
The activist hedge fund purchased derivatives equivalent to around 63.8 million ordinary shares, the filing showed.
02/27/2014
Having travelled the length of breadth of the country, we land in ultra-competitive London to reveal the five names in the frame for a gong at next month's Citywire Regional Wealth Star awards.
02/27/2014
The BRICS bloc of emerging economies will set up its development bank with a total capital of $100 billion within five years, but member countries still haven't agreed on their share in the bank's structure